Overview
The position is responsible for supporting the sale of Vest exchange traded funds (ETFs) and mutual funds to RIAs, broker-dealers, wire-houses, and institutional clients. The candidate will work with multiple territories and coordinate activities with their partners to grow market share of our products.
Responsibilities
- Work in partnership with Product Specialists to maximize territory sales
- Work with Product Specialists to maximize relationship with the internal and external sales team of our distribution partner
- Handle early-stage prospecting for Vest products including efforts in the RIA, BD and Retirement channels
- Assist Product Specialists in securing meetings and ensuring that post meeting follow-up tasks are completed
- Achieve specific goals such as calls, connects and qualified leads as established by the department head.
- Assist in, or provide product and illustration sales support on Vest’s products & services
- Take on additional responsibilities as knowledge and experience grows
Qualifications
- Previous Financial sales/marketing experience including FINRA Series 6 or 7 license
- Strong verbal communication skills to educate and influence sales
- Strong organizational and time management skills
- Proficiency of Microsoft Outlook, Word and Excel as well as experience using Salesforce or other CRM tools.
Benefits
- 401(k) with matching contribution
- Competitive medical, dental, and vision coverage for you and your dependents
- Remote-first company
- Flexible PTO
- Paid parental leave
- Quarterly performance bonuses
About Vest
Vest was founded in 2012, based on the conviction that investors' desire for more certainty in their investment outcomes is not being adequately met. To address this market need, we created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange traded funds, unit investment trusts, collective investment trusts, and customizable managed accounts / sub-advisory services. They seek to provide investors with targeted protection, enhanced returns, or income with a level of predictability unattainable with most other investments available today. First Trust Capital Partners LLC and Cboe Global Markets, Inc. indirectly have equity interests in Vest Financial. We are a young firm, growing fast and looking to expand our team to help serve our clients better.
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