INTERNAL SALES DESK ASSOCIATE – SERIES 7

If you are a highly motivated individual and looking to join a vibrant growing company, SmartTrust® may be the right choice for you.

QUALIFICATIONS

• Bachelor’s degree or equivalent combination of education/experience
• Series 7 license
• 2 years of financial services related experience preferred
• Internal sales desk support service experience preferred
• Strong financial industry and capital markets knowledge
• Strong customer relationship management and servicing skills
• Strong verbal communications skills and the ability to present effectively over the phone combined with strong written communication skills.
• A genuine desire to help others on the team and those to whom you are selling
• Excellent interpersonal, relationship management and organizational skills
• Enthusiastic and results oriented
• Ability to prioritize work in a fast paced environment

• Partnering with experienced external sales professionals to develop skills and build sales.
• Developing relationships with Financial Advisors through outbound calls and e-mails.
• Respond to inbound product, sales and service calls.
• Work with external wholesaler(s) to establish an effective advisor meeting schedule.
• Establish and maintain strong relationships with individual investment advisors while providing sales support and service to wholesaler(s) in the field.
• Help investment advisors increase their business by updating them on current marketing materials, generating and communicating sales ideas and informing them of upcoming webinars/seminars in their area.
• Handle special projects as assigned within department.
• Attend sales meetings and training sessions.
• Maintain a PC based contact management system.
• Participate in sales idea roundtable discussions and feedback sessions.
• Act as project leader for certain department initiatives where implementation and follow-through will be expected.