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Entry Level-Sales

Arrow Investment Advisorsover 1 year ago
Laurel, Maryland, United States
On-site
Full-time
Beginner Level (< 1 year)
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Job Description

Position Overview

Arrow Funds is seeking candidates who want to pursue a sales career in the financial services industry. The role is tasked with discussing and positioning investment strategies offered by Arrow Funds to financial intermediaries.

Key Responsibilities

  • Generate meetings through leads and call campaigns with Financial Advisors and Brokers.
  • Develop new business and support current relationships in the financial intermediary market.
  • After the initial trial period, assist in distributing Arrow Funds and support regional sales efforts.
  • Help achieve territory sales goals.

Required Qualifications

  • Knowledge of asset allocation strategies and equity strategies or experience with sales of other financial products (e.g., Mutual Funds, Fund of Funds, ETFs, Separately Managed Accounts, Variable Annuities).
  • Understanding of how investment product manufacturers (e.g., Mutual Funds, Exchange Traded Funds) interact with distributors (e.g., Broker-Dealers, RIAs).
  • Awareness of Arrow Funds products (visit www.arrowfunds.com).
  • Strong presentation, communication, and organization skills.

Preferred Qualifications

  • Passion for the financial services industry.
  • Proven ability to work effectively and efficiently in a fast-paced environment.
  • Possesses consultative, intuitive, and dynamic problem-solving skills.
  • Ability to work well independently and within a team.
  • Bachelor’s degree in Sales or a related field; Praxis Candidate/Graduate in Sales.
  • Knowledge of Microsoft products.
  • 0-1 year Financial Services experience preferred.
  • Familiarity with FINRA Series 6 or 7 is a plus.
  • Familiarity with Salesforce.com is a plus.

Required Skills

Sales
Asset Allocation
Presentation
Financial Services
Organization
Communication
Microsoft Office
Equity Strategies
Salesforce.com