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I ncrease market penetration by setting appointments, delivering products updates and proactively cultivating new prospects. I ncrease market penetration by setting appointments, delivering products updates and proactively cultivating new prospects. Make outbound sales calls to financial advisors within the assigned region(s) to promote Cantor Fitzgerald's financial products Work directly with the External Wholesaler(s) to coordinate sales and support efforts. Maintain strong investment knowledge of Cantor Fitzgerald's strategies and operations.
Position Responsibilities:
Work with assigned External Wholesaler(s) to effectively manage assigned region(s). Make outbound and receive inbound calls to existing and prospective clients and offices within assigned region(s) to promote Cantor Fitzgerald's products and uncover cross-selling opportunities. Assist External Wholesaler(s) with setting appointments, maintaining schedules, and meeting follow-ups as requested. Share best practices and assist the sales team with identifying top sales opportunities. Develop sales ideas and increase sales through targeted proactive sales campaigns. Understand and be able to communicate Cantor Fitzgerald investments' philosophy and process. Stay abreast of and be able to articulate the current positioning of firm's strategies, recent changes in key holdings, and investment results compared to benchmarks. Interact/communicate with investment and non-investment staff regarding various investment policies, procedures and issues. Maintain and enhance investment knowledge through continuing education and interaction with the investment team Enter data from conversations, meetings, and field support into customer relationship management software.
Qualifications/Skill Set:
Two or more years of experience in a sales or sales support role in financial services. Knowledge of financial instruments and related products, distribution, pricing, and support. Self-motivated with an initiative and desire to succeed. Strong verbal and written communication skills and ability to work in a team environment. Series 7/65 required (or obtained within 120 days. Bachelor's Degree in finance, economics, investments or related business discipline.
Education:
Series 7/65 required (or obtained within 120 days) Bachelor's Degree in finance, economics, investments or related business discipline.
