Outbound Sales Associate, Alternative Distribution Overview • The Outbound Sales Associate will engage financial advisors, introducing them to the client's alternative investment platform. • This role involves high-volume outbound calls and structured sales activities to drive advisor engagement. • Collaborate with internal teams to deliver tailored educational content and webinars to advisors. • Develop detailed advisor profiles to understand their investment needs and preferences. • Work in a hybrid environment, combining remote and on-site activities for optimal performance. • Utilize CRM tools to log activities, track progress, and maintain accurate advisor records. • Drive advisors through the sales funnel, ensuring successful platform registration and first trade completion. • Contribute to the firm's growth by expanding advisor participation in alternative investments. Outbound Sales Associate, Alternative Distribution Key Responsibilities & Duties • Execute 75+ outbound calls daily targeting financial advisors for platform engagement. • Introduce advisors to the platform, guiding them through registration and onboarding. • Conduct discovery calls to gather detailed advisor profiles and investment preferences. • Overcome objections using consultative and educational approaches. • Coordinate with product specialists to deliver tailored content and webinars. • Track and report advisor conversion progress weekly, ensuring data accuracy. • Maintain rigorous CRM data entry and record-keeping for all advisor interactions. • Identify high-potential advisors for escalation to senior relationship managers. Outbound Sales Associate, Alternative Distribution Job Requirements • Bachelor's degree in finance, business, economics, or related field required. • 2-5 years of outbound sales or financial services experience preferred. • FINRA Series 7 and Series 63 licenses required within 90 days of hire. • Proficiency with CRM tools, Salesforce preferred, and outbound sequencing tools. • Strong verbal communication skills for engaging sophisticated financial professionals. • Knowledge of alternative investments and wealth management industry. • Experience supporting RIAs, wirehouses, or independent broker-dealers is advantageous. • Self-motivated with excellent time management and metric-oriented mindset.