Senior Sales Associate
Kestra Financial Independent AdvisorPalo Alto, California, United States
Posted July 6, 2023
50000 - 60000 USD
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
The Senior Sales Associate is a critical role in meeting clients’ needs and developing prospects. The ideal candidate will have 2+ years of experience in the financial services industry and excellent customer service and problem-solving skills.
Requirements
- 2+ years of proven success in business development and sales
- Strong verbal and written communication and presentation skills
- Proficiency in MS Office Suite and CRM software
- Ability to manage, set and meet deadlines
- Exceptional problem-solving skills and attention to detail
Benefits
- Base Salary
- Performance bonuses
- 401(k)
- Health, Dental, Vision, and Life Insurance
- Paid time off
- Tuition reimbursement
