Financial Investment Sales Executive
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Financial Investment Sales Executive
A leading national and international asset management firm is seeking a high-performing Financial Investment Sales Executive to expand its presence in the Austin market.
This is a relationship-driven client-facing role focused on affluent individual investors. The ideal candidate brings a strong track record of retail investment sales success within a financial advisory wealth management or banking institution.
A portable book of business is not required.
Position Overview
The Financial Investment Sales Executive will build and manage relationships with high-net-worth and affluent clients offering tailored investment solutions and expanding market share in the Austin region.
The firm provides strong internal support infrastructure and brand credibility allowing top producers to focus on client acquisition and growth.
There is no overnight travel required.
Key Responsibilities
Requirements
Required Qualifications
520 years of successful sales experience in:
Financial advisory
Wealth management
Banking / financial services
Benefits
Required Skills:
35 years of successful B2B sales experience preferably selling services or solutions to grocery stores superstores or retail organizations in North America. Proven ability to hunt for your own leads and manage the full sales lifecycle. An existing network of decision-makers within grocery or large retail environments. Strong negotiation skills with a track record of closing complex deals. Willingness to travel up to 20% across North America.
Company Industry
IT Services and IT Consulting
Key Skills
- Anti Money Laundering
- EAM
- E Learning
- Airlines
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- AutoCAD 2D
