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Investment Sales

Company: Ascendo Resources
Location: Miami
Posted on: February 25, 2021

Job Description:

We are currently seeking an Investment Sales Specialist for our client.The role will plan, organize and implement sales activity for the growth of the firm.Ideally you will have experience within the alternative assets space.Responsibility:* Leverage existing Salesforce CRM to support senior sales staff in prospecting potential clients. * Develop potential strategies to further enhance client relationships based on issues documented during client visits/ webinars. * Track, analyze and evaluate activity associated with business development initiatives across the firm and recommend strategies to increase the initiatives' overall effectiveness.Qualifications* At least 5 years experience in sales within the Financial services, alternative investments world* Minimum of a Bachelor's degree but a Masters is preferred* Ideally experience within fin-tech, broker/dealer channels and RIA world* Excellent communicator, with solid interpersonal skills* Proficient in Microsoft Office Suite

Keywords: Ascendo Resources, Miami , Investment Sales, Sales , Miami, Florida

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