Investment Sales Representative

We are seeking a highly motivated and results-driven Investment Sales Representative for a full-time, hybrid position. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their investment goals. This role involves developing and maintaining client relationships, providing investment advice, and achieving sales targets.

KEY REQUIREMENTS

• Develop and maintain a thorough understanding of our investment products and services.
• Identify potential clients and build relationships through networking, cold calling, and referrals.
• Conduct thorough financial assessments of clients to understand their investment needs and goals.
• Provide personalized investment advice and recommendations.
• Develop and present investment strategies to clients.
• Achieve individual sales targets and contribute to team goals.
• Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements.
• Prepare and submit regular sales reports and forecasts.

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Proven experience in investment sales, financial advisory, or a similar role.
• Strong understanding of financial markets and investment products.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build and maintain client relationships.
• Self-motivated with a strong drive to achieve sales targets.
• Relevant certifications (Series 65, Series 66)

WHAT WE OFFER

• Competitive salary and commission structure.
• Ongoing training and professional development opportunities.
• Supportive and collaborative work environment.
• Opportunities for career advancement.

ABOUT DESLA WEALTH MANAGEMENT

At Desla Wealth Management, we strive to provide exceptional investment advisory services that prioritize our clients’ financial well-being, foster long-term growth, and uphold the highest standards of trust and transparency.