Employer Industry: Financial Services

Why consider this job opportunity:
- Salary range of $70,000 - $75,000 Base + Sales bonuses
- Opportunity for career advancement and growth within a top global asset management firm
- Comprehensive benefits package including unique offerings such as leave programs and student loan repayment assistance
- Supportive and inclusive work environment that values diversity and employee development
- Flexibility to work in a hybrid model with a home office setup

What to Expect (Job Responsibilities):
- Conduct consultative, relationship-building sales calls with financial advisors and licensed professionals
- Develop and execute sales strategies in collaboration with external and internal sales teams
- Identify sales opportunities and advisor needs while cross-selling ideas and introducing new concepts
- Manage territory efficiently, ensuring maximum business performance and maintaining the CRM system
- Assist with planning and coordination of conferences, seminars, and meetings

What is Required (Qualifications):
- FINRA Series 7 and 63 licenses required
- Bachelor’s degree required; Finance or Business major preferred
- Previous experience working with offshore teams
- Business fluency in Spanish required; proficiency in Portuguese desirable
- Internal wholesaling experience specific to the territory required

How to Stand Out (Preferred Qualifications):
- Understanding of financial/capital markets including mutual funds, ETFs, and SMAs
- Excellent presentation and organizational skills
- Ability to maintain a high volume of proactive outbound sales activity
- Willingness to travel quarterly within the territory and for partner conferences
- Ability to work independently and manage multiple tasks effectively

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