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 internal wholesaler initiatives. Assist wholesalers with product information, request fulfillment, and logistical requirements for marketing campaigns while maintaining strict timelines. Run hypothetical mutual fund reports and transition analyses for advisors to sell EV products. Attend regular product update meetings to familiarize yourself with EV services and the financial industry. Update and maintain Salesforce CRM records with FINRA, developing effective data management techniques. 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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