Finance Industry Sales - Entry Level
$60,008–$60,008 year
On-site · San Diego, California, United States
Job Summary
Phone-focused regional sales role in financial services with on-site duties in San Diego; learn the wholesaling business by supporting Regional Account Managers/Directors, build relationships with financial advisors, and actively pursue licensing (FINRA SIE, Series 7, Series 66). Responsibilities include outbound calls, scheduling appointments, preparing sales proposals, following up leads, maintaining Salesforce records, and excelling in a fast-paced, highly communicative environment. Requires a Bachelor's degree, strong communication skills, proficiency with Microsoft Office 365, and the commitment to obtain required FINRA licenses within set timelines.
Required Qualifications
- Bachelor's degree in business, finance, or a related field
- Must obtain FINRA SIE, Series 7, and Series 66 within required timelines
- Proficiency in Microsoft Office 365
- Strong verbal and written communication skills
- Self-starter with strong work ethic and the ability energize those around you
- Must work on-site at the San Diego office
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