Regional Sales Associate
On-siteLisle, Illinois, United States
Job Summary
Set up meetings, provide analytical research to prepare for appointments, and enter data into the CRM database while supporting Regional Vice Presidents and Consultants. Upon obtaining FINRA licensing, proactively market investment solutions to financial advisors and perform proactive sales efforts for lower-tier and prospective clients. Manage calendar and appointment logistics, maintain marketing supplies and mailings, and assist in sales campaign development. Conduct territory branch cleanups to ensure accurate rep information across systems, verify Rep IDs for ISCS and RVPs, identify unassigned trades, and create/update spreadsheets. Requires Microsoft Office Suite proficiency and strong detail orientation.
Required Qualifications
- Bachelor's Degree preferred
- Microsoft Office Suite (Word, Excel, Outlook, Power Point)
- Internet and contact management systems (CRM)
- Ability to communicate clearly and concisely, both oral and written
- Detail orientation to ensure the accuracy of reports, correspondence and databases
- Ability to handle multiple projects and adapt to an ever-changing environment
Desired Qualifications
- Financial services industry experience a plus
- Strong desire to be a contributor to the success of a team
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