Outbound Sales Pro: Alternative Investments for Advisors

Green Key Resources; Greenwich (CT); On-site; USD 65,000 - 110,000; Full time

Job summary

Green Key Resources is seeking an energetic Internal Wholesaler for Alternative Investments to drive high-volume outbound outreach to financial advisors and introduce the firm's investment platform. You will nurture relationships, guide prospects through onboarding, and work toward their first transaction.

Based in Greenwich, CT, the role calls for 2–5 years in outbound sales or wealth management, FINRA Series 7 and 63 licenses (or ability to obtain within 90 days), and strong CRM discipline.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 2–5 years in outbound sales, wealth management, or client-facing roles.
• FINRA Series 7 and 63 licenses required or obtainable within 90 days.
• Experience working with financial advisors and wealth-management firms.
• Familiarity with CRM platforms such as Salesforce.

Responsibilities

• Conduct high-volume outbound outreach to financial advisors not yet using the platform.
• Make 75+ prospecting calls per day with consistent follow-up.
• Guide advisors through onboarding to registrations and first trade.
• Collaborate with product and distribution teams on webinars and resources.
• Maintain CRM records and report pipeline metrics.

Skills

Outbound sales

Relationship building

Prospecting

Communication skills

Time management

Education

Bachelor's degree in Finance/Business/Economics

Tools

Salesforce

Outreach

Job description

Green Key Resources is seeking an energetic Internal Wholesaler for Alternative Investments to drive high-volume outbound outreach to financial advisors and introduce the firm's investment platform. You will nurture relationships, guide prospects through onboarding, and work toward their first transaction.

Based in Greenwich, CT, the role calls for 2–5 years in outbound sales or wealth management, FINRA Series 7 and 63 licenses (or ability to obtain within 90 days), and strong CRM discipline.