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Posted 5 months ago
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Job DescriptionWe are seeking a highly motivated and driven Sales Representative to join our Wealth Management team in the Americas. In this role, you will be responsible for generating revenue through the addition of new clients. By effectively marketing and selling our research and advisory solutions, you will play a crucial role in the growth and success of our business.Key ResponsibilitiesProactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreachQualify prospective clients by understanding their investment objectives, risk tolerance, and research needsPresent our Wealth management solutions in a clear and compelling manner to convert prospects into clientsTight coordination and collaboration with Market Development, Research, and Product teamsConsistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goalsProvide responsive and attentive client service to ensure a positive experience and build long-term partnershipsMaintain detailed records of all client interactions and sales activities in our CRM systemSkills, Knowledge, and Expertise1-3 years of financial services sales experience, preferably within the Wealth Management industryDemonstrated success in following a defined sales process and achieving sales goalsPrevious experience in a Research environment is highly preferredHands-on experience with CRM tools (preferably Salesforce) and sales enablement platforms (preferably Salesloft)Excellent communication, presentation, and interpersonal skills with the ability to build rapport with clients and internal teamsStrong problem-solving and analytical skills to understand prospective client needs and provide tailored solutionsAbility to work independently as well as collaboratively within a team environmentBenefits20 days of Vacation8 Sick Days1 paid volunteer day10-11 Holidays a yearHealth, Dental, & Vision InsuranceCompany paid Life & Disability InsuranceCompetitive Pay (base + commission)401K MatchAbout CFRA ResearchCFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients. With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.
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