Sales Associate Personal Capital
THIS JOB HAS EXPIRED Job Description
The Role: This is a ground floor opportunity for a sales professional to contribute in the pioneering of Personal Capital?s investment advisory offering. The Sales Associate will interact with users of Personal Capital?s innovative financial dashboard to generate interest in wealth management services.
Specific duties include but are not limited to:
Outbound and inbound phone prospecting and sales
Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meeting with a Financial Advisor
Interact with Financial Advisors regarding prospective clients
Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technical support team
Interact with prospective clients via chat and email
Properly record interactions within customer relationship management software
Location: San Francisco, California. Potential opportunity to relocate outside of California within 12-24 months.
Desired Skills & Experience
Proven investment advisory sales skills including proactive outbound calling efforts
Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
Possesses a clean U4 record.
Knowledge of investment products and services.
Exceptional verbal, written and listening communication skills.
Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
Strong interpersonal skills, team-oriented, and collaborative.
Series 7, 63, 65 and 66 certifications a plus
About Us: Personal Capital is the next generation financial advisor. Designed around and customized for individuals, Personal Capital is on the leading edge of a rapidly changing financial services industry. Our unique money management experience gives users a holistic picture of their finances with the help of free software. We also offer financial advisory services previously only available to multi-millionaires. Our mission is to deliver truly personal and objective wealth management for the Internet and mobile age. Our management team is comprised of leading financial technology and e-finance executives, namely former Intuit and PayPal CEO, Bill Harris.
||San Francisco, CA |
THIS JOB HAS EXPIRED