Entry-Level Investment Sales Associate
Overview
Develop a career in sales and financial services at Arrow Funds. This developmental, entry-level opportunity offers hands-on training and a path to full-time sales and Regional Sales Consultant roles.
What You'll Do9
- 1Make outbound calls to financial advisors and help generate meetings
- 2Learn prospecting and relationship development
- 3Develop professional phone and presentation skills
- 4Conduct effective sales conversations and ask discovery questions
- 5Follow up with advisors and prospects using Salesforce
- 6Learn Arrow's investment strategies and portfolio concepts
- 7Participate in sales meetings and professional development
- 8Expand responsibilities to include direct advisor interaction
- 9Develop opportunities and contribute to sales territory growth
Requirements11
- 1Strong communication and interpersonal skills
- 2Willingness to make outbound calls and develop relationships
- 3Curiosity about investing and financial markets
- 4Competitive and goal-oriented mindset
- 5Coachability and desire to improve
- 6Strong follow-through and personal accountability
- 7Ability to work independently and as part of a team
- 8Willingness to obtain required financial-industry licenses
- 9Previous sales or finance experience is helpful but not required
- 10Microsoft Office familiarity
- 11Salesforce experience is a plus
Salary Insight
$31 - $42k per year
Location
Required Skills
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