Become an integral part of iCapital as an outbound sales associate, specializing in alternative investments. Leverage your sales expertise and passion for wealth management to connect with financial advisors. As a Sales Associate on iCapital's Alternative Investment Distribution team, you will engage with financial advisors not yet utilizing the platform.

This role is designed for motivated professionals capable of making over 75 outbound sales calls daily. With 2-5 years of experience in financial services, your focus will be on nurturing relationships and guiding advisors towards their first trade. Key Responsibilities:

- Introduce iCapital to recent financial advisors
- Execute 75+ outbound calls targeting prospective advisors
- Conduct structured discovery calls for advisor profiling
- Tailor platform introductions to advisor needs
- Log all interactions and activity in CRM Requirements:
- Bachelor's degree in finance, business, or related field
- 2-5 years of outbound sales or financial services experience
- FINRA Series 7 and Series 63 licenses required
- Strong verbal communication skills
- Knowledge of alternative investments Drive engagement with financial advisors and enhance their investment journey at iCapital.

📌 Inside Sales Associate at iCapital (Toronto)
🏢 iCapital
📍 Toronto