- Partner with the primary sales executives to initiate and maintain a pipeline of prospects and clients and by providing follow-up and sales support
- Build strong relationships with current advisors and advisory firms for which we do business –RIAs, Wirehouse, and Independent wealth managers, advisors to 401k plans, and due diligence personnel by consistently delivering service and offering other forms of marketing support
- Make daily proactive outbound sales calls regarding prospecting/profiling, follow-up, investment updates, recognition calls and time sensitive campaigns
- Deliver value added support documentation, research, data, and due diligence material to prospects throughout the sales cycle
- Maintain territorial database via CRM, log phone calls, meetings, emails and notes.
- Promote sharing and exchange of industry knowledge and trends across the sales team and greater organization
- Minimum of a Series 6 and 63 or equivalent required
- Series 7 and 65 preferred
- Strong customer relationship management and servicing skills
- Significant financial industry knowledge preferably with a strong Mutual Fund and Separately Managed Accounts product background
- nthusiastic team player and self-starter with ability to prioritize and work in a fast-paced sales environment
- Clear and efficient communicator
- Results oriented
- Technologically proficient and knowledgeable
- Excellent customer service skills and client focused
- Exemplifies highest level of professionalism and ethical standards
- Strong organization skills and the ability to prioritize and manage multiple tasks
- Passion to deliver on our commitment in delivering authentic client service
- Motivation to succeed and grow with our organization
-
Sales Associate
1 week ago
Jack and Sage Denver, United StatesJack and Sage is building a team · Jack and Sage is a startup in the dynamic Outdoor Industry producing innovative apparel designed to evoke memories of experiences and brand engagement for our customers. · The Company · We are seeking candidates passionate for a challenge and an ...
-
Sales Associate
1 week ago
J Denver, United States Part timeJob Summary · As a Sales Associate, you act as a brand ambassador bringing your own personal style, passion for the product and welcoming energy to the sales floor each day. You'll create genuine connections, helping customers to find their own unique look. You'll collaborate wit ...
-
Sales Associate
1 day ago
Rocket Denver, United StatesAs a Sales Associate you will be eligible for; · 401K · Tuition Reimbursement Program · Flexible schedules · Full Time positions are also eligible for medical benefits. · The Sales Associate at United Pacific works at an assigned store location and assists in the operation o ...
-
Sales Associate
1 day ago
Spencer Gifts Denver, United StatesEmployee Type · Seasonal/Temp · Location · Lakewood · Job Type · Other · Experience · Not Specified · Date Posted · 5/19/2024 · Job Description · Hourly rate ranges from $ $18.49 per hour and is dependent upon qualifications and experience. This posting will continue t ...
-
Sales Associate
3 weeks ago
Spencer Gifts Denver, United StatesHourly rate ranges from $ $18.49 per hour and is dependent upon qualifications and experience. This posting will continue to receive applications until 11/23/24. · Benefits include: Colorado Paid Sick Time, Set-Up and Tear Down Premium Pay Programs, End of Season Premium Pay Prog ...
-
Sales Associate
3 days ago
Crate and Barrel Denver, United StatesWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion ...
-
Sales Associate
9 hours ago
Collabera Denver, United StatesHome · Search Jobs · Job Description · Sales Associate · Contract: Denver, Colorado, US · Salary: $19.00 Per Hour · Job Code: · End Date: · Days Left: 15 days, 3 hours left · Apply · Job Title - Merchandise Sales Associate · Duration - 3 weeks (part time) · Location: Den ...
-
Sales Associate
1 week ago
Crate and Barrel Denver, United StatesWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion ...
-
Sales Associate
1 day ago
Crawford Thomas Recruiting Denver, United StatesOutside Sales Associate - Denver, CO · Compensation: $47,500 base salary + uncapped commission + $600/month car allowance and cell provided · Summary: · Currently seeking an Outside Sales Associate to navigate the Denver, Colorado territory in finding new leads and create new ...
-
Sales Associate
2 days ago
Total Wine & More Denver, United States· About the role · As a Retail Sales Associate, you will provide an exceptional customer service experience while driving sales. By using selling skills, you will build relationships with customers and advise them on Total Wine & More's product portfolio based on their shoppin ...
-
Sales Associate
4 hours ago
Eileen Fisher Denver, United States Part time** Sales Associate - Denver (Part-time)** · ? AddThis Sharing Buttons · Retail · Denver, CO ID: Part-Time · EILEEN FISHER creates simple, timeless shapes designed to work together effortlessly, season after season. We make our clothes to lastand then take them back to be rewo ...
-
Sales Associate
3 weeks ago
Orangetheory Denver, United StatesOrangetheory - JobID: [Guest Service / Front Desk] As a Sales Associate at Orangetheory, you'll: Greet everyone who enters the studio with enthusiasm, energy and knowledge; Work at the front desk which includes answering phones and talking to members among other tasks; Give studi ...
-
Sales Associate
3 days ago
Express Denver, United StatesOverview: · About Express, Inc. · Express, Inc. is a multi-brand fashion retailer whose portfolio includes Express, Bonobos and UpWest. The Company operates an omnichannel platform as well as physical and online stores. Grounded in a belief that style, quality and value should ...
-
Sales Associate
3 days ago
Chico's Denver, United StatesWith approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology a ...
-
Sales Associate
1 week ago
Childrens Place, Inc. Denver, United StatesLocation: · Lakewood, Colorado · Job Summary: · The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives. The Sales Associate will model and maintain excellent customer service with effective communication, p ...
-
Sales Associate
2 weeks ago
Club Pilates Denver, United StatesJob Description · Job DescriptionBe a part of the growing boutique fitness industry and join our Studio Team Interact directly with members and prospective members and help them on their fitness journey while you connect and contribute to our studio community in this fun, high-en ...
-
Sales Associate
2 weeks ago
Club Pilates Denver, United StatesJob Description · Job DescriptionBe a part of the growing boutique fitness industry and join our Studio Team Interact directly with members and prospective members and help them on their fitness journey while you connect and contribute to our studio community in this fun, high-en ...
-
Sales Associate
4 weeks ago
Pkaza LLC Denver, United StatesJob Description · Job Description Our client is a global provider and manufacturer of ceiling solutions for the mission critical data center facilities industry. This company provides ceiling solutions to many of the world's largest organizations in addition to Enterprise Client ...
-
Sales Associate
2 weeks ago
Jack and Sage Denver, United StatesJack and Sage is building a team · Jack and Sage is a startup in the dynamic Outdoor Industry producing innovative apparel designed to evoke memories of experiences and brand engagement for our customers. · The Company · We are seeking candidates passionate for a challenge and ...
-
Sales Associate
3 days ago
Hibbett Retail, Inc. De Queen, United StatesJob Description · Job Description00741 DE Queen, ARLE_301 Hibbett Retail, Inc.Job Title: Sales Associate · Department: Operations · FLSA Status: Non-Exempt · Reports To: Store Manager · SUMMARYThe Sales Associate is responsible for assisting the store's management staff with prov ...
Internal Sales Associate - Denver, United States - Shelton Capital Management
Description
Internal Sales Associate
Shelton Capital Management is currently hiring an Internal Sales professional in our Denver office. The Internal Sales Associate will proactively schedule meetings with financial advisors, wealth managers and advisors to retirement plans working in partnership with our Divisional Sales Directors to maintain and cultivate relationships. Primary responsibilities are providing support in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding separately managed accounts and mutual funds.
Key Responsibilities:
Desired Skills and Experience:
At Shelton Capital Management, we combine the best traits of a large institutional firm—experience, sophistication, and a range of investment solutions—with the client–centric focus of an independent investment boutique. Our team of seasoned investment experts and dedicated client service professionals are focused on meeting the needs of all who put their trust in us, including financial advisors, individual investors, and participants in company-sponsored retirement plans.
The best candidate will be interested in developing a broad set of skills in a way that is only possible in a small organization. We are seeking candidates who enjoy helping others, looking to grow with the company and assume new responsibilities as the company expands. This position offers the potential for career growth and advancement.
Our employees receive a base salary, bonus potential, paid healthcare, dental and vision, and a 100% match on 401k contributions. We are committed to the success of our employees in their professional and personal lives. Candidates can expect the base salary for this position to be in the range of $60,000 to $80,000 to annually. The position will be located in the Denver Metro area only.
Your application will be considered after you complete a standard pre-employment assessment. Please keep an eye out for an email with the link. Please check junk and spam folders as well.