Join iCapital as an outbound sales associate focusing on alternative investments in a dynamic sales environment. Your expertise will enable financial advisors to maximize their trading potential.
In this inside sales role, you will be the first contact for financial advisors unfamiliar with the iCapital platform. With 2-5 years of sales experience, your goal is to successfully secure registrations and build detailed profiles to facilitate first trades. The position requires high call volumes and solid relationship-building skills.
Key Responsibilities: • Build advisor profiles through structured calls • Make 75+ outbound calls daily to engage potential advisors • Deliver engaging platform introductions tailored to advisors • Guide registration processes for financial professionals • Maintain accurate records in Salesforce CRM
Requirements: • Bachelor’s degree in finance or related areas • 2-5 years in sales or financial services roles • Proven knowledge of financial advisory practices • Strong communication and time management skills • FINRA Series 7 and 63 licenses required
Leverage your sales skills and passion for wealth management at iCapital to drive advisor success. #J-18808-Ljbffr