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REGIONAL SALES ASSOCIATEDunham Trust Company • San Diego, California, United States
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REGIONAL SALES ASSOCIATE

Dunham Trust Company
  • US
    San Diego, California, United States
  • US
    San Diego, California, United States
Jetzt Bewerben

Über

FINANCE INDUSTRY - ENTRY LEVEL
REGIONAL SALES ASSOCIATE Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, “Dunham”) is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi‑billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long‑term goals. The firm's focus is on providing disciplined wealth management solutions and related services.
This Is a Phone Sales Role and a Launchpad to a sales career On‑Site in San Diego.
If you're early in your career, hungry to break into financial services, and not afraid to spend most of your day on the phone then this is where you start. As a Regional Associate, you'll work alongside our Regional Account Managers and Regional Directors to learn the wholesaling business from the ground up while building real relationships with financial advisors across your assigned territory.
You’ll be pursuing your FINRA SIE, Series 7, and Series 66 licenses while actively contributing to territorial sales and not just shadowing. We’ll invest in your training and licensing. In return, we expect the drive to earn it every day.
If you thrive making 60+ outbound calls a day, love the rhythm of a full pipeline, and measure your days by conversations started and doors opened then keep reading. This is not a role for someone waiting to be told what to do next.
What You’ll Be Doing
Spending the majority of your day on outbound cold calls – building and maintaining relationships with financial advisors and prospects
Scheduling Regional Director appointments to set up productive field days
Backing up Regional Account Managers as needed while they travel their territories
Preparing sales proposals and other hypothetical illustrations
Following up on leads and referrals with consistency and urgency
Handling inbound inquiries for information, marketing materials, hypothetical illustrations, and other services
Keeping Salesforce records accurate and up to date
Actively studying for and passing FINRA SIE, Series 7, and Series 66 exams within required timelines – this is a condition of continued employment
Owning your learning curve – asking good questions, absorbing feedback, and applying it fast
Who Thrives Here
Self-directed.
You don't wait for someone to assign your next task. You come in with a plan and execute it.
High work ethic.
You show up ready, stay focused, and put in the effort it takes — not just when it's easy.
Coachable and fast.
You absorb feedback, apply it quickly, and keep improving without taking it personally.
A strong communicator.
You're confident on the phone, personable with prospects, and clear in writing.
A team player.
You collaborate well, lift the energy around you, and understand that your success is connected to everyone else's.
A great time manager.
In a role that's 80% phone activity, you know how to structure your day, balance competing priorities, and stay accountable to your own goals.
Requirements
Bachelor's degree in business, finance, or a related field
Evidence of academic excellence and a genuine passion for learning
Must obtain FINRA SIE, Series 7, and Series 66 within required timelines (mandatory for continued employment)
Proficiency in Microsoft Office 365
Strong verbal and written communication skills
Highly organized with strong attention to detail
Ability to prioritize, juggle competing responsibilities, and work independently
Self-starter with strong work ethic and the ability to energize those around you
Must work on-site at our San Diego office
Compensation
Base:
$28.85/hour
Growth:
A clearly defined path toward the Business Development Associate role and beyond — with promotion from within
Dunham & Associates has grown from $4.7B to over $7B in AUM because we invest in our people the same way we invest for our clients—with conviction and a long-term view. If you're ready to build something, we're ready to grow with you.
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
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  • San Diego, California, United States

Sprachkenntnisse

  • English
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