About the Company:
We're changing the way people invest.
For too long, access to alternative investments was mostly
available to the ultra-wealthy, while everyday investors had fewer investment
options. Our company was founded on the principle that everyone should have the
chance to build diversified portfolios that include assets they’re truly
passionate about.
So we created a platform that allows ordinary people to
invest their tax-advantaged retirement funds into non-traditional assets like
private equity and credit, real estate, startups, cryptocurrency, and more.
By joining our growing team, you'll be helping to make our
mission a reality while working alongside our team of talented individuals who
are dedicated to innovation, collaboration, and transforming the future of
alternative investing.
Essential Duties and Responsibilities:
• Sales and Client Acquisition: Seek new sales by
responding to inbound leads and conducting outbound outreach. Develop and
maintain relationships with clients to understand their financial needs and
recommend suitable products/services.
• Product Knowledge: Possess in-depth knowledge of the
company's financial products, services, and offerings. Explain complex
financial concepts in a clear and understandable manner to clients.
• Consultative Selling: Conduct thorough financial
assessments and analyses for clients, offering tailored solutions that align
with their objectives and risk tolerance.
• Client Servicing: Provide ongoing support and guidance to
clients, addressing inquiries, resolving issues, and ensuring client
satisfaction. Follow up on leads and maintain regular communication with
existing and potential clients.
• Compliance and Regulations: Adhere strictly to industry
regulations and compliance standards. Ensure all sales activities and
documentation meet legal requirements and company policies.
• Sales Reporting: Maintain accurate records of sales
activities, client interactions, and financial transactions.
Education and Experience:
• Bachelor’s degree in Finance, Business, Economics, or
related field (preferred).
• Active FINRA Series 7 and 63/66 or Series 82 and 63/66
• 4+ years’ experience selling financial services to
individual investors
Required Skills and Abilities:
• Proven track record in sales in the financial services
industry.
• Strong understanding of financial products, markets, and
investment strategies.
• Excellent communication, negotiation, and interpersonal
skills.
• Ability to work independently and as part of a team.
• Proficiency in CRM software and MS Office suite.
Benefits:
- A generous open PTO policy
- Comprehensive health insurance options for employees
- 401(k) with company match up to 3% yearly
- Equity as a part of your compensation
- A competitive compensation and benefits package
- 12 paid holidays
- Discounted and/or free Alto investor accounts
- Four to 12 weeks paid parental leave
- A remote-first culture - work from home or our
Nashville office
- Flexibility to work from anywhere in the US
- An emphasis on work-life balance
- No-meeting Fridays
