Outbound Sales Associate, Alternative Distribution

Outbound Sales Associate, Alternative Distribution Overview

• The Outbound Sales Associate will engage financial advisors, introducing them to the client's alternative investment platform.
• This role involves high-volume outbound calls and structured sales activities to drive advisor engagement.
• Collaborate with internal teams to deliver tailored educational content and webinars to advisors.
• Develop detailed advisor profiles to understand their investment needs and preferences.
• Work in a hybrid environment, combining remote and on-site activities for optimal performance.
• Utilize CRM tools to log activities, track progress, and maintain accurate advisor records.
• Drive advisors through the sales funnel, ensuring successful platform registration and first trade completion.
• Contribute to the firm's growth by expanding advisor participation in alternative investments.

Outbound Sales Associate, Alternative Distribution Key Responsibilities & Duties

• Execute 75+ outbound calls daily targeting financial advisors for platform engagement.
• Introduce advisors to the platform, guiding them through registration and onboarding.
• Conduct discovery calls to gather detailed advisor profiles and investment preferences.
• Overcome objections using consultative and educational approaches.
• Coordinate with product specialists to deliver tailored content and webinars.
• Track and report advisor conversion progress weekly, ensuring data accuracy.
• Maintain rigorous CRM data entry and record-keeping for all advisor interactions.
• Identify high-potential advisors for escalation to senior relationship managers.

Outbound Sales Associate, Alternative Distribution Job Requirements

• Bachelor's degree in finance, business, economics, or related field required.
• 2-5 years of outbound sales or financial services experience preferred.
• FINRA Series 7 and Series 63 licenses required within 90 days of hire.
• Proficiency with CRM tools, Salesforce preferred, and outbound sequencing tools.
• Strong verbal communication skills for engaging sophisticated financial professionals.
• Knowledge of alternative investments and wealth management industry.
• Experience supporting RIAs, wirehouses, or independent broker-dealers is advantageous.
• Self-motivated with excellent time management and metric-oriented mindset.