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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategies and client relationship management within the financial services industry, with a strong ability to communicate investment insights and build strategic partnerships. Proficient in managing multiple priorities and supporting product launches to drive sales growth.
Highest-signal resume keywords
Bachelor's DegreeFINRA Series 6 RegistrationFINRA Series 63 RegistrationSales Experience in Financial ServicesKnowledge of Investment Industry
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales AnalysisProposal PreparationSales PrinciplesStrategic Sales PlanningClient Relationship ManagementUnderstanding of Mutual FundsKnowledge of ETFsModel Portfolio ProductsEffective Presentation SkillsSales Techniques
Soft Skills
Effective CommunicationRelationship-Building SkillsAbility to Manage Multiple Priorities
Certifications & Qualifications
FINRA Series 7 Registration
Industry Keywords
Financial ServicesInvestment ProvidersBroker-DealersFinancial AdvisorsSales Channels
About the role
Key responsibilities & impact- Drive sales opportunities by initiating and following up on sales conversations
- Share strategic sales ideas and respond to product inquiries
- Prepare proposals and illustrations
- Support new product launches
- Coordinate meeting coverage and prepare for due diligence discussions
- Develop wholesaler communications and training
- Provide sales analysis and insights
- Partner with sales teams to drive growth within the assigned region
- Build and strengthen relationships with key intermediaries
- Understand client and intermediary needs and coordinate organizational resources
- Build strategic relationships with investment providers, financial professionals, and clients
- Communicate investment perspectives regarding portfolio strategy, market developments, and investment opportunities
Requirements
What you’ll need- Bachelor’s Degree, or equivalent professional work experience
- 1+ years of advisor or client-facing sales experience within the financial services industry
- Hands-on experience with sales and serving of mutual funds, ETFs, and model portfolio products
- FINRA Series 6 and 63 registrations active upon hire
- FINRA Series 7 registration active upon hire, or ability to obtain within 180 days of hire
- Prior account management experience or sales experience
- Knowledge of the investment industry
- Ability to identify and capitalize on business opportunities
- Effective communication and relationship-building skills
- Understanding of the distinct needs of proprietary sales teams, external broker-dealers, and financial advisors
- Ability to communicate clearly, professionally, and effectively verbally and in writing
- Knowledge of client relationship management
- Effective presentation skills
- Knowledge of sales channels
- Ability to manage multiple priorities
- Knowledge of strategic sales planning, sales principles, processes, techniques, and tools
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Growth opportunities
- Internal mobility
- Comprehensive compensation and benefits
- Flexibility
- Culture of collaboration and teamwork
- Variable compensation eligibility