Job Summary

Under limited direction, use specialized knowledge and skills obtained through education and experience to work as the Sales Support staff for Wholesaling team. Assist the Internal/External Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, scheduling, follow-up communications, client service activities, deal closings, and presentations.

Essential Duties and Responsibilities:

· Assists in all aspects of the sales process.

· Works with Wholesalers to generate new business and increase sales.

· Communicates to Financial Advisors and introduce products both in person and by
phone.

· Assists in case analysis and presentation.

· Assists in supporting marketing campaigns by organizing and implementing
telephone calls and mailings.

· Responds to requests from Financial Advisors who need assistance in selling
products.

· Assist with frequent investor closings and resolve NIGO (“Not In Good Order”)
issues to facilitate closings.

· Performs other duties and responsibilities as assigned.

Must have or be willing to develop knowledge of:

· The securities industry and products.

· Company’s working structure, policies, mission, and strategies.

· Broker/dealer operations.

Skilled in:

· Preparing and delivering clear, convincing and professional presentations to small
and large audiences.

· Identifying the needs of customers through effective questioning and listening
techniques.

· Organize, manage and track multiple detailed tasks and assignments with
frequently changing priorities in a fast-paced work environment.

· Detail orientation to ensure quality standards are met without impairing workflow.

· Follow-up to ensure resolution and completion of tasks.

· Operating standard office equipment and using required software applications to
produce correspondence, reports, electronic communication and spreadsheets.

Ability to:

· Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.

· Effectively address concerns or challenging questions when they arise.

· Represent the company in a highly professional manner.

· Effectively market the company clients and show resilience through the prospecting process.

· Work independently as well as collaboratively within a team environment.

· Take on responsibilities beyond what is required; volunteers to take on new assignments.

· Exhibit tendencies to be a self-starter and not wait for signals.

· Promote products and be comfortable in a sales environment.

· Demonstrate high self confidence.

· Excel in a team environment.

Educational/Previous Experience Requirements:

· Bachelor’s Degree in business and/or one (1) to three (3) years financial industry related experience and/or training; or equivalent of education and experience.

Licenses/Certifications:

· Appropriate FINRA licensing (SIE, Series 7, Series 63), to be obtained within 12 months of hire date.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Atlanta, GA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Powerpoint: 1 year (Preferred)

Work Location: One location

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