Embark on a rewarding journey as an outbound sales associate with iCapital, specializing in the alternative investments sector. Transform financial advisor relationships through strategic outreach.

As part of the Alternative Investment Distribution team, you'll connect with financial advisors who are recent to the iCapital platform. Backed by 2-5 years in sales or financial services, you will facilitate platform registrations and guide advisors towards their first trade through insightful discovery calls and follow-ups.

Key Responsibilities:
• Conduct over 75 outbound calls to advisors daily
• Nurture relationships until advisors complete trades
• Operate a prioritized prospect list segmented by type
• Overcome objections through consultative techniques
• Track all interactions within the CRM

Requirements:
• Bachelor’s degree in finance, business, or equivalent
• 2-5 years of outbound sales experience
• Must obtain FINRA Series 7 and 63 licenses
• Strong verbal communication skills
• Familiarity with alternative investments

Enhance your career in wealth management by fostering meaningful connections at iCapital.
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📌 Alternative Investment Outbound Specialist (Ontario)
🏢 iCapital
📍 Ontario