Sales associate

POSITION SUMMARY

Internal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings.

Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for accuracy and efficiency.

Assist the National Sales Manager in representing Praxis at sales conferences and meetings.

The National Sales Associate is intended as a training role for the position of National Sales Consultant, with relevant securities licensure to be achieved within six to twelve months of employment.

RESPONSIBILITIES AND DUTIES

• Provide Praxis sales support and outreach to external financial advisors and networks where Praxis has established selling agreements.
• Support the National Sales Manager in the cultivation and coordination of sales opportunities with key financial firms and financial advisors.
• Assist the National Sales Manager in the development and implementation of appropriate sales systems, disciplines, and reporting tools.
• Manage Praxis sales data system. Utilize sales data for targeted sales efforts.
• Proactively set up meetings and appointments for the National Sales Manager, National Sales Consultant, and other appropriate Praxis personnel (investment, stewardship investing, management, etc.).
• Pursue established Praxis sales activity and production targets in collaboration with the Praxis sales team.
• Study and pass Series 6, 63, SIE exams (required within 12 months of employment).
• Other duties as assigned.

QUALIFICATIONS

Education :

Bachelor’s degree required

Experience :

• Sales experience of 1 years preferred
• Experience in the securities and / or financial services industry preferred
• Experience in the development of dynamic systems for outreach and education

License(s) :

• Eligible for Series 6 and 63 licenses required within 12 months of employment
• Eligible for Series 7

Skills and Abilities :

• Familiarity with the tenets of the Anabaptist faith; comfortable in discussing issues of faith and foundational beliefs that represent the way Praxis approaches the investment function
• Committed to Everence’s Stewardship Investing principles
• Ability to handle multiple projects and engage in cross-functional initiatives
• Excellent written and verbal communication skills
• Ability to manage a high volume of phone calls and emails
• Ability and knowledge of technology (Microsoft Office, Teams, Internet, etc.)
• Self-starter with a strong desire to succeed and to achieve goals in a consistent and timely manner
• Ability to work independently and possess a strong sense of personal organization
• Ability to take initiative, manage detail, and determine priorities that fit within corporate and department direction
• Strong interpersonal skills and flexibility in working with others with a commitment to openness and innovation

SCHEDULE : Full-time

Last updated : 2024-04-09