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Investment Consultant
| Details |
Country: USA
Location: CA Indian Wells
Total applied: 3
Job Type: Employee
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Investment Consultant
Investment Consultant Description: A global online financial services firm with a broad range of products and services is searching for an Investment Consultant. This firm, who is relationship driven, prides itself on independent research, strategy and its entrepreneurial spirit A career in sales will offer you quite a different professional opportunity than you would experience elsewhere. You will enjoy autonomy, open communication and perseverance in their business approach, as well as its work environment. Initiative and ability to provide freedom to capitalize on your personal strengths is welcomed. Investment Consultants are valued for being in control of their future and provided the resources needed to grow.
We are currently seeking a Series 7 and 63 licensed Investment Consultants for a national Branch Network.
As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing customers and build relationships with new customers.
Typical daily activities include pro-active business development calls to prospects and customers; presentation of solutions to customers and prospects through face-to-face meetings, tracking of your activities through customer relationship management system, continuing to update your sales skills, and responding to leads generated through supplemental business development efforts.
Investment Consultants are paid a base salary and quarterly sales incentives based on individual production and branch performance against both asset and new account targets. In addition, a comprehensive benefits program is offered.
Requirements:
Ideal candidates will have a Bachelor's degree, Series 7 and 63, and three or more years of pro-active, successful sales experience in the financial services industry. You must also be an outstanding communicator, possess comprehensive industry and investment knowledge, and have the ability to present complex financial solutions that allow customers to make the right solutions for them.
Location: Indian Wells, CA
Type: DIRECT
Duration: 0 - 30 Days
Pay Rate: 35,000.00 - 45,000.00 Annual DOE
Contact:
Volt Services Group
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Accounting & Auditing 
