Remote Investment Sales Associate — Benefits Plans

Summr; Dallas (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Full benefits package

Training and development opportunities

Transportation reimbursement program

Job summary

Summr Capital Management is looking for an Investment Sales Associate based in Dallas, Texas. This role focuses on building relationships within the employee benefits ecosystem, educating decision-makers about investment solutions, and managing the sales cycle.

The ideal candidate will have a Bachelor’s degree, relevant licenses, and excellent communication skills. You will benefit from a competitive salary, commissions, and comprehensive benefits including health insurance and 401(k).

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Licensing required: State Life & Health, SIE, Series 63, Series 65.
• Excellent communication skills with demonstrated ability to build trust and credibility with institutional audiences.

Responsibilities

• Cultivate institutional relationships within established benefits markets across Texas.
• Educate decision-makers on investment products aligned with plan objectives.
• Analyze client data to position solutions that optimize returns.

Skills

Excellent communication skills

Ability to build trust and credibility

Entrepreneurial mindset

Ability to explain complex concepts

Education

Bachelor’s degree or equivalent professional experience

Tools

State Life & Health Licensing

SIE

Series 63

Series 65

Job description

Summr Capital Management is looking for an Investment Sales Associate based in Dallas, Texas. This role focuses on building relationships within the employee benefits ecosystem, educating decision-makers about investment solutions, and managing the sales cycle.

The ideal candidate will have a Bachelor’s degree, relevant licenses, and excellent communication skills. You will benefit from a competitive salary, commissions, and comprehensive benefits including health insurance and 401(k).