Making outbound calls to existing and potential clients
Log, track, and maintain customer contacts
Cultivate relationships with Registered Investment Advisors (RIAs), financial planners, family offices, brokers/dealers, consultants, and other institutional clients.
Make sales call to advisors.
Skills
Experience in finance
Understanding of our industry
Good communications skills
Strong organizational skills
Strong computer skills and proficiency in Word, Excel, Outlook, Salesforce CRM