What are the responsibilities and job description for the Regional Consultant position at Strive?
Strive Asset Management is a new asset manager with the mission of restoring the voices of everyday citizens in the American economy. Strive, co-founded by Vivek Ramaswamy and Anson Frericks, has attracted over $500 million in AUM in its first three months of operation.
The Regional Consultant (RC) role is an internally based selling and servicing role that provides educational guidance and information to Financial Intermediaries across the United States with the goal of attaining and retaining Assets Under Management for STRIVE Asset Management.
If you are looking to apply your skills in a growth-driven, collaborative, entrepreneurial culture & want to pursue the dream of building one of the largest asset managers in the world, this is the right opportunity for you.
Responsibilities:
The Regional Consultant (RC) role is responsible for the promotion and sales of STRIVE Asset Management investment solutions to all Financial Intermediaries in a defined region in the US. In conjunction with providing internal support to the Regional Director (external wholesaler) and the National Accounts team, the RC will be accountable for meeting strict sales activity minimums per day that support the strategic vision of STRIVE’s Wealth Management Group.
Minimum Requirements:
- Bachelor’s degree in related field
- 2 years’ experience in sales and client service
- Passion for financial services, investments, and the global capital markets
- Demonstrates high levels of abilities in all aspects of communication; written and oral in expressing ideas, insights and selling
- Proficient in technology databases and CRMs
- Ability to work in collaborative, high paced, high stress environment – including a willingness to work long hours to complete daily tasks and goals
- Trainable/Personal Development
- Series 7 and 63 Securities Licenses preferred
Benefits:
- Competitive compensation package, including a generous initial equity grant
- Aetna Health, Vision & Dental Insurance
- PEO-sponsored 401K plan
- PTO
- And plenty of others!
Strive provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
