Outbound Sales Associate
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for an Outbound Associate to contribute to
its investment advisory offering.
Key Responsibilities
Conduct outbound and inbound phone sales to generate interest in
wealth management services
Interact with prospective clients and Financial Advisors,
facilitating virtual meetings
Troubleshoot issues with the Financial Dashboard and record
interactions in CRM software
Required Qualifications
Proven ability to adhere to regulatory-driven policies and
procedures
Comfort with sales-focused conversations and a desire for
incentive-based compensation
Knowledge of investment products and services
Possess a clean U4 record
Proven investment advisory sales skills, including proactive
outbound calling efforts
Keywords: VirtualVocations, East Los Angeles , Outbound Sales Associate, Sales , Vista, California
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