Investment Sales

Scottsdale, Arizona
May 14, 2019
Jul 13, 2019
Job Type
Full Time

Driven by one guiding vision, to create innovative retirement income products that help people realize the retirement they’ve worked so hard to achieve. Their technology allows financial institution partners to provide product benefits.  We are seeking a high-energy, self-starting individual who thrives in an entrepreneurial environment. Your desire to be the best will be rewarded with a generous compensation package—one that literally places no caps on your income potential. 

As an Investment Sales Professional you will be wholesaling proprietary product for one of the largest and most respectable firms in the financial services industry.

Develop business with the top producing reps within broker dealers and banks.

Providing product and sales training by way of individual/group meetings, seminars, workshops

Qualities and experiences we seek:

  • High energy, self directed, self driven.
  • NASD Series 7.
  • CFP, CFA, CIMA or similar designation.
  • Experience in the sales and marketing of investment products or similar could be considered.
  • Demonstrate understanding of the securities industry, sales process and distribution channels.
  • Proven effective presentations abilities.

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