Careers
Investment Sales Representative
We are seeking a highly motivated and results-driven Investment Sales Representative for a full-time, hybrid position. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their investment goals. This role involves developing and maintaining client relationships, providing investment advice, and achieving sales targets.
KEY REQUIREMENTS
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Develop and maintain a thorough understanding of our investment products and services.
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Identify potential clients and build relationships through networking, cold calling, and referrals.
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Conduct thorough financial assessments of clients to understand their investment needs and goals.
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Provide personalized investment advice and recommendations.
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Develop and present investment strategies to clients.
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Achieve individual sales targets and contribute to team goals.
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Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements.
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Prepare and submit regular sales reports and forecasts.
QUALIFICATIONS
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Bachelor’s degree in Finance, Economics, Business, or a related field.
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Proven experience in investment sales, financial advisory, or a similar role.
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Strong understanding of financial markets and investment products.
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Excellent communication, interpersonal, and negotiation skills.
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Ability to build and maintain client relationships.
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Self-motivated with a strong drive to achieve sales targets.
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Relevant certifications (Series 65, Series 66)
WHAT WE OFFER
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Competitive salary and commission structure.
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Ongoing training and professional development opportunities.
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Supportive and collaborative work environment.
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Opportunities for career advancement.
ABOUT DESLA WEALTH MANAGEMENT
At Desla Wealth Management, we strive to provide exceptional investment advisory services that prioritize our clients’ financial well-being, foster long-term growth, and uphold the highest standards of trust and transparency.
