Outbound Sales Associate

Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025

Job Description:

A company is looking for an Outbound Associate to contribute to its investment advisory offering.
Key Responsibilities

Conduct outbound and inbound phone sales to generate interest in wealth management services
Interact with prospective clients and Financial Advisors, facilitating virtual meetings
Troubleshoot issues with the Financial Dashboard and record interactions in CRM software

Required Qualifications

Proven ability to adhere to regulatory-driven policies and procedures
Comfort with sales-focused conversations and a desire for incentive-based compensation
Knowledge of investment products and services
Possess a clean U4 record
Proven investment advisory sales skills, including proactive outbound calling efforts

Keywords: VirtualVocations, Pico Rivera , Outbound Sales Associate, Sales , Vista, California

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