National External Sales Associate — Asset Management

Confidential; San Francisco (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Pension plan

Job summary

A leading investment management firm located in San Francisco is looking for an External Sales Associate to join their business development team. The ideal candidate will have at least 1 year of sales experience and a proven track record in building client relationships. Responsibilities include identifying prospects, nurturing relationships, and exceeding sales activity quotas. This full-time position offers opportunities for growth in the financial services sector and requires willingness to travel across the U.S.

Qualifications

• 1+ year of recent sales experience with track record of success.
• Excellent communication and presentation skills.
• Strong technology skills and proficiency in CRM systems.

Responsibilities

• Research and identify qualified prospective clients.
• Nurture relationships with financial advisors.
• Proactively contact investment professionals via phone and email.

Skills

Sales experience

Cold calling

Verbal and written communication

Technology proficiency

Critical thinking

Education

Bachelor’s degree

Tools

Salesforce.com

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

A leading investment management firm located in San Francisco is looking for an External Sales Associate to join their business development team. The ideal candidate will have at least 1 year of sales experience and a proven track record in building client relationships. Responsibilities include identifying prospects, nurturing relationships, and exceeding sales activity quotas. This full-time position offers opportunities for growth in the financial services sector and requires willingness to travel across the U.S.