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    Internal Sales Associate - Scottsdale, United States - Walton Global

    Walton Global
    Walton Global Scottsdale, United States

    4 weeks ago

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    Description

    Becoming part of the Walton Group of Companies means loving your job and believing in the company you work for. That's the Walton experience. Walton is an organization you can grow your career with. With over 45 years of experience, we have grown to be one of North America's leading real estate asset management and investment firms.

    Walton is currently looking for a full time, hybrid Internal Sales Associate for our office in Scottsdale, AZ. The successful candidate will be reporting directly to the Senior Vice President, Capital Markets.

    Position Summary

    The Internal Sales Associate will represent Walton as an internal wholesaler by educating registered representatives and registered investment advisors (collectively "Advisors") in specified U.S. sales territories with respect to Walton and its projects offerings.

    Responsibilities

    The essential functions include, but are not limited to the following:

    • Assist Capital Markets with educating Advisors and Advisor's clients on Walton structure and the benefits and risks of investing in Walton project offerings.
    • Provide information and respond to questions in order to allow Advisors to comply with applicable FINRA and SEC rules and regulations.
    • Responsible for managing the External's schedule by: achieving a minimum level of daily calls and other activity metrics, promoting sales/marketing initiatives and establishing relationships by calling new and existing Advisors, establishing one-on-one meetings with Advisors, scheduling/coordinating seminars, client events and due diligence meetings, setting up presentations/web presentations, maintaining relationships with Advisors and coordinating follow-up contact with such Advisors, and representing Walton, which includes attending Industry Conferences and Due Diligence Meetings.
    • Maintain familiarity with Walton's standard concepts, practices, and procedures and those of the Sales department in particular.
    • Maintain an understanding of Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton's investment structures.
    • Comply with applicable FINRA, SEC and Walton's internal compliance requirements at all times.
    • Maintain familiarity with Walton Due Diligence and Project Specific presentations
    • Maintain a high level of knowledge with respect to current events, the industry and marketplace in which Walton participates and Walton projects.
    • Perform other duties as assigned.

    Minimum Qualifications (Knowledge, Skills, and Abilities)

    • Series 7 or 22 or 82 (minimum of 2 licenses) are required
    • Series 63 licenses is required
    • Experience in the financial services, mutual fund, real estate investment or development industry is an asset
    • Knowledge of securities industry or ability to quickly understand the securities industry
    • Ability to accommodate a flexible schedule and travel when needed
    • Excellent presentation and communication skills
    • Professional, strategic, analytical, organizational, and interpersonal skills
    • Proactive and performance driven
    • Able to work under pressure in a fast-paced environment
    • Ability to adapt easily to changing department needs and dynamics
    • Ability to effectively present to large groups and individuals
    • Proficiency required in Microsoft Office (Word, Outlook, Excel 2007)
    • Customer relationship management (CRM) applications

    Benefits

    • Competitive salary + bonus programs
    • Generous employer contribution to medical insurance with a variety of plan options
    • Paid dental and vision coverage for full-time employees and their dependents
    • 100% employer-paid short term and long-term disability
    • Flexible Spending Account and Health Savings Account
    • Dependent Care Flexible Spending Account
    • Paid time off to relax and recharge
    • 10 company-paid holidays
    • 401(k) plan
    • Paid maternity and paternity leave
    • Opportunities to grow and develop skills in multiple disciplines
    • Energetic co-workers who share the same core values and strategies

    We would like to thank all applications for their interest in this position; however, only those selected for interview will be contacted.

    Note

    This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

    EEO Statement

    Walton Global Holdings, LLC is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics.

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