Sales Support Analyst
$65,000–$65,000 year
On-siteBoston, Massachusetts, United States
Job Summary
Conduct proactive outbound phone calls with financial advisors to support sales initiatives for Internal and External Wholesalers. Assist wholesalers with product information, requests, and literature fulfillment while maintaining strict logistical timelines. Run hypothetical mutual fund reports and transition analysis for advisors and maintain accurate Salesforce records aligned with FINRA data. Attend regular product update meetings to stay current on EV products and the financial industry. Requires FINRA Series 7 & 63 licenses within three months of start date. Base pay ranges from $65,000 to $75,000 annually.
Required Qualifications
- Strong Microsoft Office skills
- Strong attention to detail
- Organized
- Ability to juggle multiple tasks
- Strong communication skills
- Cooperative team player
- FINRA Series 7 & 63 licenses
Desired Qualifications
- Industry experience
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