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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving product sales and strategic initiatives within the financial services industry, leveraging strong relationship-building skills with Investment Advisors. Proficient in utilizing CRM tools like Salesforce to manage sales pipelines and territory growth effectively.
Highest-signal resume keywords
Bachelor's Degree In Business Or FinanceActive FINRA Licenses: Series 6, 63, And 65 And/Or Series 7 And 662+ Years Of Experience In Financial ServicesProficient In Microsoft Office ApplicationsExperience Utilizing Salesforce Or Similar CRM Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Allocation ConsultationSales Pipeline ManagementCold CallingEvaluating Managed Money PlatformsProduct Performance Illustration
Soft Skills
Strong Time ManagementOrganizational SkillsSelf-MotivatedAbility To Adapt QuicklyEffective Communication
Tools & Technologies
SalesforceMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint
Certifications & Qualifications
FINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7FINRA Series 66
Industry Keywords
Financial ServicesInvestment AdvisorsSales SoftwareTerritory GrowthMarket Events
About the role
Key responsibilities & impact- Partner with a senior sales team member to drive product sales and strategic initiatives
- Build and nurture relationships with Investment Advisors to support their success and growth
- Identify advisor objectives, circumstances, needs, and new opportunities
- Support territory growth and drive production of new assets
- Consult on investment allocation
- Use sales software to illustrate product performance
- Provide point-of-sale consultation on products and proposals
- Manage and fulfill sales material requests and provide coverage for team members as needed
- Educate, influence, and persuade advisors on platform offerings
- Proactively communicate with advisors to identify needs and expanded partnership opportunities
- Maintain current knowledge of investment information, platform updates, marketing materials, operational changes, industry news, and market events
- Conduct continuous outreach to prospective clients through cold calling and maintain a sales pipeline
Requirements
What you’ll need- Bachelor’s degree in a business or finance field
- 2+ years of experience in the financial services industry
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
- Candidates must be legally authorized to work in the US
- Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Experience evaluating managed money platforms
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
- Strong time management and organizational skills
- Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
- Self-motivated with proven ability to work independently
Benefits
Comp & perks- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule