Sales Consultant
Intent Investment Management is a Registered Investment Advisor changing how individuals and businesses think about retirement and financial well-being. We offer a holistic solution that starts in the workplace through efficient implementation of company retirement plans, employee financial wellness programs, family wealth planning, and institutional quality investment management.
People are the company, so when they do their best, so will the business. We give employees the confidence to take charge of their finances; becoming a happier, more productive workforce. We pair our comprehensive company 401(k) plan with a financial wellness program implemented through group sessions and one-on-one meetings.
We are seeking a qualified individual for a part-time, remote and/or in-person sales position. This position has the potential to transition into a full-time role with full health and retirement benefits. This would be ideal for a hungry individual looking for supplemental income and to get their foot in the door in the financial services industry.
Qualifications
Desire to grow and advance your career in sales and financial services
Excellent in-person, phone, and written communication skills
Creative, resourceful, thoughtful, and passionate
Highly motivated, curious, humble, and willing to take intelligent risks
Self-starter who thrives in a fast-paced, high-growth startup environment
Ability to manage time effectively and work independently
Ability to interact and communicate with individuals at all levels of the organization
Strong analytical skills
Responsibilities
Acquire a deep understanding of the IIM solution
Understand and uncover customer needs and business problems to effectively pair and communicate the IIM solution
Work closely with Principals to develop strategies to target prospects and book meetings
Develop sales tools to manage prospective clients through every step of the sales cycle
Stay positive even during the tough days when it feels like no one is answering the phone or is just hanging up
Listen, learn, and collaborate with Principals of the firm - you will have visibility into portfolio management, trading, operations, client service, and sales
Benefits
This is an opportunity to help people remove the burden of everyday financial worry through a comprehensive retirement and financial planning solution
Work directly with Principals in startup environment
Your work will have a visible impact
Surrounded by passionate people
You will learn about entrepreneurship
Good fit if you love fast-paced, ever-changing workplace and don’t shy away from responsibility
Compensation
Commission based
Opportunity for full-time employment with retirement and health plan in the future. To apply please email a cover letter and resume to ------------.
People are the company, so when they do their best, so will the business. We give employees the confidence to take charge of their finances; becoming a happier, more productive workforce. We pair our comprehensive company 401(k) plan with a financial wellness program implemented through group sessions and one-on-one meetings.
We are seeking a qualified individual for a part-time, remote and/or in-person sales position. This position has the potential to transition into a full-time role with full health and retirement benefits. This would be ideal for a hungry individual looking for supplemental income and to get their foot in the door in the financial services industry.
Qualifications
Desire to grow and advance your career in sales and financial services
Excellent in-person, phone, and written communication skills
Creative, resourceful, thoughtful, and passionate
Highly motivated, curious, humble, and willing to take intelligent risks
Self-starter who thrives in a fast-paced, high-growth startup environment
Ability to manage time effectively and work independently
Ability to interact and communicate with individuals at all levels of the organization
Strong analytical skills
Responsibilities
Acquire a deep understanding of the IIM solution
Understand and uncover customer needs and business problems to effectively pair and communicate the IIM solution
Work closely with Principals to develop strategies to target prospects and book meetings
Develop sales tools to manage prospective clients through every step of the sales cycle
Stay positive even during the tough days when it feels like no one is answering the phone or is just hanging up
Listen, learn, and collaborate with Principals of the firm - you will have visibility into portfolio management, trading, operations, client service, and sales
Benefits
This is an opportunity to help people remove the burden of everyday financial worry through a comprehensive retirement and financial planning solution
Work directly with Principals in startup environment
Your work will have a visible impact
Surrounded by passionate people
You will learn about entrepreneurship
Good fit if you love fast-paced, ever-changing workplace and don’t shy away from responsibility
Compensation
Commission based
Opportunity for full-time employment with retirement and health plan in the future. To apply please email a cover letter and resume to ------------.
