Sales Coordinator
Wall Street Alliance Group
- New York, New York, United States
- New York, New York, United States
Über
This is a high-growth opportunity for someone looking to break into the financial industry and build a long-term career in advisory sales.
What You’ll Do:
Engage with warm prospects through evening outreach
Represent the firm at events, booths, and networking opportunities
Coordinate and manage events from planning to execution
Speak confidently with prospects about company offerings and prospectus
Support Financial Advisors and Relationship Managers by setting qualified meetings
Organize, track, and manage leads in CRM systems
Follow up consistently and qualify prospects
Identify and secure new event opportunities
Collect and review prospect financial statements
What We’re Looking For:
2+ years of sales experience
Experience meeting prospects and setting appointments for Financial Advisors
Strong interest in the financial industry and desire to become a fiduciary financial advisor
Excellent communication and relationship‑building skills
Highly organized with CRM experience preferred
Flexibility to work evening hours and travel for events
Driven, coachable, and eager to grow into a Relationship Manager / Sales role
Compensation:
Performance‑based bonus tied to lead conversion
Health insurance
Paid Time Off (PTO)
Clear path to Relationship Manager
Firm‑sponsored CFP®, CFA®, and licensing programs , including courses and exam support to advance your career and become a fiduciary advisor
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Sprachkenntnisse
- English
Hinweis für Nutzer
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