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Internal Sales Investment Specialist

  • Location: Nwe York, New York
  • Type: Direct Hire
  • Job #515
  • Salary: $72,000

Internal Sales Investment Specialist


THE ORGANIZATION: Top-Ranked Asset Management Company 

SALARY & BENEFITS: Base salary to $75K and generous Performance Based Commission; Medical, Dental and Vision Coverage; Transit Program; generous Paid Time Off; 401K w/match; Gym, Life Insurance; cafe, all firm amenities, exceptional culture, noted firm with historical stability, security and career growth.

SUMMARY: Seeking an Investment Specialist with strong relationship building skills, product and capital market knowledge and sales experience. This role will be responsible for driving mutual fund sales and relationship management.


  • Develop, maintain and deepen relationships with new and existing RIAs
  • Develop a business plan, manage a territory and drive regional and corporate goals
  • Make proactive telephone calls within specified territory
  • Act as an advocate for the firm’s business
  • Call assigned territory and schedule meetings for the Regional Director’s sales travel appointments
  • Demonstrate an understanding of the product portfolio features and benefits
  • Conduct one-on-one Advisor meetings
  • Deliver group presentations
  • Attend work conferences when necessary
  • Maintain updated knowledge of the firm’s investment products and industry
  • Use software to research business, log activities, and interpret hypothetical scenarios
  • Assemble and mail marketing materials and sales presentations


  • 2+ years experience in the financial services industry 
  • Bachelor’s Degree
  • Series 7 required
  • Experience as an Internal Sales Associate 
  • Proficient in Microsoft Word, Excel, Salesforce
  • Exceptional communication and listening skills
  • Able to build and maintain relationships 
  • Demonstrate successful experience in financial product/mutual fund sales
  • Proven ability to organize and manage a diverse range of projects, prioritizing multiple tasks with competing deadlines (at times in high-pressure situations)