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Job summary
A financial services company is looking for a Regional Sales Associate in Chicago to enhance their asset management efforts. The role involves initiating sales calls, collaborating with financial advisors, and analyzing client portfolios to recommend suitable investment strategies. Candidates should possess solid sales skills, problem-solving abilities, and excellent communication. A bachelor's degree in Finance or Business is preferred, alongside relevant experience in sales within financial environments. This position reports to the Divisional Desk Manager.
Qualifications
Excellent oral, written and interpersonal communications skills.
Enhanced problem-solving and analytical abilities.
Familiarity with investment strategies.
Responsibilities
Initiate sales calls to identify new sales opportunities.
Provide financial intermediaries with sales ideas and product information.
Assist financial intermediary in analyzing client portfolios.
Skills
Sales skills
Analytical abilities
Interpersonal communications
Education
Bachelor's Degree in Finance or Business
Job description
A financial services company is looking for a Regional Sales Associate in Chicago to enhance their asset management efforts. The role involves initiating sales calls, collaborating with financial advisors, and analyzing client portfolios to recommend suitable investment strategies. Candidates should possess solid sales skills, problem-solving abilities, and excellent communication. A bachelor's degree in Finance or Business is preferred, alongside relevant experience in sales within financial environments. This position reports to the Divisional Desk Manager.