Alternative Investments Outbound Sales Specialist
Full-time
Atlas Search
A Top FinTech Platform 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 firm's 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 the firm, 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 firm's 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 firm's 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.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Alternative Investments Outbound Sales Specialist in Greenwich, CT vacancy
$65k - $80k
...Inside Sales Representative Join Venture Home and help homeowners save with clean energy! At Venture Home, we believe clean energy... ...not a customer service role, it is a sales position focused on outbound performance and closing deals. We are looking for people who...SuggestedHourly payFull timeWork at officeRelocation$93.7k - $103k
...Full-Cycle New Business Sales | SMB | Field-Based The Opportunity This is an exciting time... ...through close. Generate pipeline through outbound calling, email, local networking,... ...businesses: get found, win more customers, and invest smarter. It is designed to work with the...SuggestedLocal areaWork from homeHome officeThryv
Purchase, NY4 days ago- ...Job Description Job Description Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity... ...retention) Provide customized financial solutions spanning investments, retirement, insurance, financial planning, tax planning, etc....SuggestedFlexible hours
Northwestern Mutual
Stamford, CT21 days ago - ...evolving. Institutional investors increasingly need more than investment products. They need strategic partners who understand their objectives... ...strategies. You will develop and execute a territory and sales strategy, identify and advance new business opportunities, and...SuggestedFull timeTemporary workFlexible hours
State Street Bank
Stamford, CT1 day ago - ...maintain client relationships. Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews. Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. Represent yourself,...SuggestedWork experience placement
Greysteel
Stamford, CT2 days ago $69k
...Job Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing...Remote workWork from homeFlexible hoursHMG Careers
Old Greenwich, CT21 days ago$65k - $70k
...Venture Home Sales Development Consultant Join Venture Home and help homeowners save with clean energy! At Venture Home, we believe... ...not a customer service role, it is a sales position focused on outbound performance and closing deals. If you are a persistent...Hourly payFull timeWork at officeImmediate startRelocation$180k - $282.5k
...intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe... ...new ones “I can succeed as the Public Private Solutions Sales Specialist (West) at Capital Group.” The Public Private Solutions (...Full timeTemporary workLocal areaFlexible hoursCapital Group
Stamford, CT4 days ago$150k
...Now Hiring: Associate, Sales Enablement (Salesforce) Are you passionate about Salesforce, business... ...'re partnering with a highly respected global investment management organization focused on real assets and alternative investment strategies, and they're looking for...Immediate startTenth Revolution Group
White Plains, NY2 days ago$20.5 per hour
...Job Description Sales Specialists help customers bring their project ideas to life by offering a range of product options, providing samples, and recommending solutions-including installation and related services. Sales Specialists listen to customer needs, address...Local areaHome Depot
Port Chester, NY2 days ago- ...Sales SpecialistFrom our origins in New York in 2002, rag & bone was founded on a belief of uncompromising ideals: a commitment to... ...and collaboration for a more equitable futureThe RoleThe Sales Specialist ensures customers have a consistent, quality experience in the...Full timeWork experience placementLocal area
rag and bone
Old Greenwich, CT1 day ago $67k - $70k
...Job DescriptionJob DescriptionRemote Sales SpecialistHMG Careers | Remote - Canada and United StatesYour ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you...Work at officeRemote workWork from homeHMG Careers
Stamford, CT1 day ago- ...Description You have what it takes: a competitive drive coupled with exceptional sales ability. In this role, you will provide critical oversight on matters related to the project and responsible for building external relationships with recognized experts, HCPs, and prioritized...Flexible hoursNight shift
Syneos Health/ inVentiv Health Commercial LLC
Stamford, CT4 days ago - ...a results-driven attitude. In the role of the International Sales Agent you will part of the international sales team and perform... ...(internally) by recommending appropriate solutions and alternatives within the time limits to ensure resolution. • Help inform customers...Work experience placementWorldwide
Goodway Technologies
Stamford, CT12 days ago - ...Sales Specialist From our origins in New York in 2002, rag & bone was founded on a belief of uncompromising ideals: a commitment to doing things the right way, not the easy way. To making things that are as original as they are timeless. To being true to ourselves,...Full timeWork experience placementLocal area
rag and bone
Old Greenwich, CT3 days ago $100k
...us total control over every part of the energy lifecycle from sale through installation and beyond so you can find endless opportunities... ..., flexible schedules, and world-class support, our Sales Specialists are helping homeowners save money and switch to clean energy, while...Minimum wageLocal areaFlexible hoursAfternoon shift- ...Inside Sales Quotation Management Receive in person and telephone requests for price quotations. Provide customers with immediate price quotations on price book items. Prepare price quotation forms in a timely manner for items not contained in the price book. Purchase...Immediate start
$65k - $80k
...team! Venture Home is seeking a highly motivated Inside Sales Representative to join our Reactivation team in-office in Stamford... ...a customer service role, it is a sales position focused on outbound performance and generating leads. If you are a persistent...Hourly payFull timeWork at office$68k - $124k
...Were looking for a motivated sales professional who is confident competitive coachable and ready to perform in a high-ticket remote sales environment. Remote 1099 Recurring Commission Structure Leads Provided Must reside in the United States to be eligible. Average...Full timeRemote work$35.96 - $43.95 per hour
...Customer Sales SpecialistArrow Electronics is a global provider of products, services, and solutions to industrial and commercial users... ...delivery documents to test houses (where applicable). Managed outbound orders for end customers with great accuracy and attention to...Hourly payPermanent employmentWork experience placementWork at officeRemote workWorldwideArrow ECS
Purchase, NY4 days ago$182k - $291k
...realize their greatest potential. Title And Summary Director, Specialist Sales Who is Mastercard? Mastercard is a global technology company... ..., or payments. Have experience working with FinTech's and alternative payment providers to drive innovation in B2B transactions. Possess...Full timePart timeWorldwideFlexible hoursMasterCard
Purchase, NY4 days ago$100k
...the best platforms and equipment most suitable for each merchant. Slice Merchant Services is seeking driven, ambitious outside sales professionals to join our most aggressive and lucrative Sales Representative Program ever offered. Demonstrate your passion and...Local areaSlice Merchant Services
Stamford, CT8 days ago- ...Display Group has a job opening for a highly motivated Regional Sales Executive. Orbus is one of the largest manufacturers and... ...repeat business Large account onboarding and development Outbound phone work developing accounts Use of Orbus’ CRM software for...Work at office
Orbus Visual Communications
Stamford, CT21 days ago $65k
Job Description Job Description Crafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. ...Full timeRemote workWork from homeFlexible hoursAO Group
Stamford, CT21 days ago$100k - $111k
...discovery, determination, and innovation. Learn about the Danaher Business System which makes everything possible. The Technical Sales Specialist will lead sales growth and profit-margin expansion for Pall’s consumables, capital goods, and systems across the Northeast...Remote workWork from homeFlexible hoursNight shift- Rivercity Insurance and Financial Services is seeking motivated Sales and Marketing professionals to grow within the insurance and financial services industry. This role is ideal for individuals with an interest or background in: Sales and client relationship management...Remote work
- ...Looking to enhance your resumé this fall? Vector Marketing is filling part-time sales positions for this fall. Students have the opportunity to work part-time around classes in a role that can improve presentation skills, time management skills, and networking. Sales representatives...Weekly payExtra incomeTemporary workPart timeWork from homeFlexible hours
Vector Marketing
Stamford, CT4 days ago $65k - $100k
Schedule: Full-Time Salary Range: USD $65000.00 - $100000.00 Job Category: Sales - Comparion Description As a Commercial Sales Agent with Comparion Insurance Agency, you'll have the flexibility of working remotely while building your own book of business. This is...Full timeLocal areaRemote work$80k - $100k
..., AQR is a global systematic investment management firm. As quantitative... ...we do. We manage a range of alternative and long-only strategies... ...Your Role Provide external sales representatives with sales and... ...CRM). Provide inbound and outbound client support, including helping...Full timeWork at office- ...Hypertension (HTN) Center Key Account Business Manager is a specialized sales role that focuses on providing value and drives performance at... ...] One of our staff members willwork with you to provide alternate means to submit your application. #J-18808-Ljbffr Syneos...Work at officeLocal areaFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Alternative Investments Outbound Sales Specialist. Be the first to apply!
Related searches
- direct sales representative Greenwich, CT
- sales representative Greenwich, CT
- verizon sales consultant Greenwich, CT
- field sales representative Greenwich, CT
- roofing sales consultant Greenwich, CT
- sales consultant Greenwich, CT
- sales rep Greenwich, CT
- field agent Greenwich, CT
- oncology sales representative Greenwich, CT
- professional sales representative Greenwich, CT