Territory Investment Sales Associate

Shelton Capital Management; Denver (CO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Quarterly incentive

Full benefits package

Job summary

Shelton Capital Management seeks a licensed Internal Sales Associate for our Denver headquarters. The role collaborates with the Regional Sales Directors to grow relationships with financial advisors, advance new business, and support advisor retention across ETFs, mutual funds, and separately managed accounts.

The ideal candidate will prospect, position products consultatively, manage the pipeline, and deliver exceptional advisor service, with ongoing product certifications and training.

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 63 or equivalent required; Series 65 or 66 preferred or willingness to obtain within 90 days of hire.
• Minimum of one year of financial services experience required; experience in intermediary distribution, advisor support, or client service preferred.
• Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or a related field preferred.
• Strong understanding of mutual funds, ETFs, separately managed accounts, portfolio construction, and/or other investment solutions.
• Experience using Salesforce, Salesloft, Morningstar, Microsoft Office, virtual meeting tools, and sales analytics preferred.
• Ability to work in a high-activity, goal-oriented, regulated sales environment.

Responsibilities

• Advisor Prospecting and Business Development: outbound prospecting through phone, emails, virtual engagement, campaigns, events, and follow-up.
• Open credible advisor conversations, identify needs, qualify opportunities, and secure meetings for the Director, Advisor Channel.
• Follow up on marketing campaigns, website activity, event attendance, inbound inquiries, product interest, and signals.
• Identify opportunities to deepen relationships, cross-sell Shelton capabilities, retain assets, and advisors.
• Meet or exceed defined activity, meeting, opportunity, pipeline, and sales-support expectations.
• Advisor Engagement and Consultative Selling: conduct conversations on Shelton strategies, market updates, investment use cases, and approved product information.
• Position Shelton investment solutions accurately and handle questions/objections with escalation as needed.
• Pipeline, CRM, and Sales Technology: document activity in Salesforce/Salesloft, maintain records, manage tasks and opportunities.

Skills

Strong phone presence

Consultative selling

Pipeline management

Education

Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or related field

Tools

Salesforce

Salesloft

Morningstar

Microsoft Office

Job description

Shelton Capital Management seeks a licensed Internal Sales Associate for our Denver headquarters. The role collaborates with the Regional Sales Directors to grow relationships with financial advisors, advance new business, and support advisor retention across ETFs, mutual funds, and separately managed accounts.

The ideal candidate will prospect, position products consultatively, manage the pipeline, and deliver exceptional advisor service, with ongoing product certifications and training.