Sales Financial Services

CXG Holdings Inc; United States; Remote; USD 35,000 - 45,000; Full time

Job summary

CXG Holdings Inc is seeking a Sales Advisor to enhance their remote team. This role involves engaging with broker-dealer clients and requires prior sales experience, particularly with FINRA. The position offers a competitive salary and an opportunity to grow within a supportive company culture that values professional development.

Benefits

Competitive compensation

Flexible work schedules

PTO

401(k) with employer contribution

Performance-based bonuses

Opportunities for growth

Qualifications

• Prior FINRA and/or sales experience required.
• Client-facing role aimed at securing sales.

Responsibilities

• Work with prospective broker-dealer clients.
• Identify and provide solutions for business objectives.
• Secure the sale of services.

Skills

Sales Experience

Client Engagement

Job description

Sales Financial Services Fully Remote - US

We're currently seeking an additional Sales Advisor to join our team. In this role, you'll be working with prospective broker-dealer clients in identifying and providing solutions for business objectives. This role requires being client facing to secure the sale of our suite of services. The ideal candidate will possess prior FINRA and/or sales experience. This role will report to our Director of Growth and Operations.

Compliance Exchange Group (CXG) is the market leader in providing a complete turn-key service for Broker Dealers including CMA / NMA services, buying, selling and building Broker Dealers. We are the architects charged with building successful firms for our clients. This includes principal outsourcing on all levels, including CCO, FINOP, CEO, and developing regulatory compliance systems to satisfy FINRA, SEC, state and federal regulators.

We offer a fully remote work environment with a company culture that promotes personal and professional development as well as a healthy work-life balance. We provide an array of benefits including competitive compensation, flexible work schedules, PTO, 401(k) with employer contribution, performance-based bonuses, opportunities for growth and more!

This role offers a base annual salary of $35,000 - $45,000 plus sales based bonus.

This is a remote position.

Compensation: $35,000.00 - $45,000.00 per year

About CXG

Compliance Exchange Group operates at the vanguard of Broker Dealer consulting and Chief Compliance Officer outsourcing providers. Others claim to be “full service” while only hosting limited capabilities. At CXG we live up to the label, we outsource the complete range of compliance & finance Principals, including:

• Chief Compliance Officers
• FinOps
• Licensed Principals
• Series 4 – Registered Options
• Series 24 – General Securities
• Series 79 – Investment Banking

Another reason our services stand head-and-shoulders above others is our roster of seasoned, highly experienced talent. Our Principals have built and developed Investment Banks and Trading Rooms, they have created Broker Dealers from scratch. They’ve also held CEO, CFO, CCO, FinOp, and Board roles at a variety of organizations, so they know the ins and outs of how businesses grow efficiently and effectively.

Our superior talent and practical experience are why start-ups seeking FINRA approval and small- to mid-size firms looking to grow trust us to supply them with outsourcing solutions that work.

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