Sales Associate – Asset Management (Intermediaries)

Fundfire; Town of Florida (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Fundfire is seeking a Sales Associate in the Town of Florida, NY, to help grow assets by building relationships with financial advisor intermediaries. The role involves generating leads, using Salesforce CRM for tracking, and collaborating with the sales team across the nation. Required qualifications include a Bachelor's degree and 3+ years in sales or relationship management. Strong communication skills and organization are essential. The position offers a blend of remote support and travel.

Qualifications

• Bachelor’s degree; FINRA registration required through the broker-dealer.
• 3+ years of sales or relationship management experience, preferably in asset management.
• Strong communication and presentation skills required.

Responsibilities

• Prospect and drive sales with intermediaries across various platforms.
• Generate qualified leads and meetings for the external sales team.
• Use Salesforce to track relationships and maintain follow-up.

Skills

Communication skills

Time management

Relationship management

Sales prospecting

Education

Bachelor’s degree

FINRA-registered representative (SIE, Series 7, Series 63)

Tools

Salesforce CRM

Job description

Fundfire is seeking a Sales Associate in the Town of Florida, NY, to help grow assets by building relationships with financial advisor intermediaries. The role involves generating leads, using Salesforce CRM for tracking, and collaborating with the sales team across the nation. Required qualifications include a Bachelor's degree and 3+ years in sales or relationship management. Strong communication skills and organization are essential. The position offers a blend of remote support and travel.