Investment Outbound Sales Associate

About the Role

our clientis seeking a driven, high-energy About the Role

our client is seeking a driven, high-energy Outbound Sales Associate to join the Alternative Investment Distribution team. This individual will be the first point of contact for financial advisors who are not yet active on the our client alternative investment platform. This is a high-volume, metric-driven inside sales role designed for professionals who thrive in a structured calling environment and are passionate about alternative investments and the wealth management industry.

Responsibilities

• Introduce advisors to our client, secure platform registrations, build detailed advisor profiles, log all activity in the CRM, and nurture each relationship until the advisor completes their first trade.
• Execute 75+ outbound calls per day targeting financial advisors not currently trading on the the firms platform.
• Work from prioritized prospect lists segmented by AUM, firm type, and alternative investment affinity.
• Deliver a compelling, concise platform introduction tailored to each advisor's practice.
• Guide financial advisors through the our client platform registration process from first call to completion.
• Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alternative investment experience, product preferences, and compliance constraints.
• Overcome objections with a consultative, education-first approach.
• Identify each advisor's readiness level and tailor follow-up cadence accordingly.
• Coordinate with internal product specialists to deliver education, webinars, and content that accelerates advisor readiness.
• Drive advisors through the funnel to first trade, tracking and reporting conversion progress weekly.
• Log all call activity, contact details, advisor profiles, and next steps in the CRM (Salesforce or equivalent) in real time.
• Maintain accurate and complete records for every advisor in your territory.
• Flag high-potential advisors for escalation to Senior Relationship Managers.

to join the Alternative Investment Distribution team. This individual will be the first point of contact for financial advisors who are not yet active on the our client alternative investment platform. This is a high-volume, metric-driven inside sales role designed for professionals who thrive in a structured calling environment and are passionate about alternative investments and the wealth management industry.

Responsibilities

• Introduce advisors to our client, secure platform registrations, build detailed advisor profiles, log all activity in the CRM, and nurture each relationship until the advisor completes their first trade.
• Execute 75+ outbound calls per day targeting financial advisors not currently trading on the our client platform.
• Work from prioritized prospect lists segmented by AUM, firm type, and alternative investment affinity.
• Deliver a compelling, concise platform introduction tailored to each advisor's practice.
• Guide financial advisors through the our client platform registration process from first call to completion.
• Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alternative investment experience, product preferences, and compliance constraints.
• Overcome objections with a consultative, education-first approach.
• Identify each advisor's readiness level and tailor follow-up cadence accordingly.
• Coordinate with internal product specialists to deliver education, webinars, and content that accelerates advisor readiness.
• Drive advisors through the funnel to first trade, tracking and reporting conversion progress weekly.
• Log all call activity, contact details, advisor profiles, and next steps in the CRM (Salesforce or equivalent) in real time.
• Maintain accurate and complete records for every advisor in your territory.
• Flag high-potential advisors for escalation to Senior Relationship Managers.