Internal Sales and Marketing Representative

    Term: Full-time, permanent
    Location: Greater Chicago Area
    Other: Benefits, Salary, Bonuses available

      New boutique asset management firm located in Rosemont is looking for an Internal Sales and Marketing Representative to be located in the sales office. This position will be a key role in the firm’s rollout strategy of its new suite of ETFs’. Initial responsibilities will include direct sales via phone, relationship management, and educating financial advisors on the benefits of our products. The ideal candidate must have a true entrepreneurial mindset, be extremely self-motivated, team oriented (do whatever it takes attitude). This role can lead to several long-term career opportunities within the growing firm. Must be extremely comfortable on phone, as this is a large component of the position. F/T, Benefits, Salary and bonus.

      • Work with regional director to formulate and execute territory business plan

      • Cultivate relationships with financial representatives via phone and email contact

      • Accommodate inbound sales and marketing calls
      • Heavy outbound phone work to the RIA and financial advisor community to market firm’s products, convey sales ideas, provide product information and assisting with scheduling for regional directors
      • Consult with investment advisors to understand needs and cross sell our funds as appropriate

      • Maintain detailed records and scheduling within company CRM
      • Bachelors degree or equivalent work experience

      • Prior sales experience, preferably in financial services

      • Currently have or ability to attain Series 7 and 63 licenses within 60 days of hire (we will assist with licensing)

      • Team-oriented, effective time management skills, strong communication skills, especially over the phone

      • Ability to occasionally work extended hours if necessary (sales meetings)



      Our current job openings are included below. If you meet the listed qualifications, have an unmatched drive to succeed, and the willingness to work hard to reach your goals, please submit your resume.