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Finance Industry Sales - Entry Level at Dunham Associates Investment Counsel Inc
San Diego, CA 92122, USA -
Full Time

Start Date

Immediate

Expiry Date

28 Nov, 25

Salary

28.85

Posted On

28 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Analytical Skills, Microsoft Office, Finance, Communication Skills, Learning, External Relationships

Industry

Marketing/Advertising/Sales

Description
Responsibilities
  • Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars.
  • Schedule Regional Director’s appointments to ensure productive sales days.
  • Follow-up on new leads and referrals resulting from field activity.
  • Work with Regional Account Manager to prepare sales proposals and presentations.
  • Update and maintain Salesforce client information.
  • Handle incoming phone calls and requests for information, sales and marketing materials, and hypothetical illustrations.
  • Study for FINRA SIE, Series 7 and 66 exams (passing exams within a specified period of time is required for continued employment) and learn the financial wholesaling business.
  • Back-up other Regional Account Managers as needed while they are traveling within the territory