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Investment Sales Representative

Description

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

• Develop and maintain a thorough understanding of our investment products and services.


• Identify potential clients and build relationships through networking, cold calling, and referrals.


• Conduct thorough financial assessments of clients to understand their investment needs and goals.


• Provide personalized investment advice and recommendations.


• Develop and present investment strategies to clients.


• Achieve individual sales targets and contribute to team goals.


• Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements.


• Prepare and submit regular sales reports and forecasts.

 

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Business, or a related field.


• Proven experience in investment sales, financial advisory, or a similar role.


• Strong understanding of financial markets and investment products.


• Excellent communication, interpersonal, and negotiation skills.


• Ability to build and maintain client relationships.


• Self-motivated with a strong drive to achieve sales targets.


• Relevant certifications (Series 65, Series 66)

 

WHAT WE OFFER

• Competitive salary and commission structure.


• Ongoing training and professional development opportunities.


• Supportive and collaborative work environment.


• 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.

 

Apply Now!