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Walton Global · 14 hours ago

Pension Sales Associate

United States

Full-time

Remote

Entry Level

1+ years exp

Walton Global is a leading real estate investment firm with over 47 years of experience. They are seeking a motivated Pension Sales Associate to support the U.S. Capital Markets team by partnering with Territory Managers to expand their reach within the pension and institutional consulting channels.

Asset ManagementReal EstateReal Estate Investment

Responsibilities

Assist Territory Managers in identifying and targeting pension plans, Taft-Hartley funds, foundations, endowments, and institutional consultants in assigned regions

Support outreach campaigns through email, phone calls, virtual meetings, and data research to drive new business pipeline

Prepare and customize marketing materials, meeting summaries, and follow-up communications

Coordinate and help schedule Territory Manager meetings, roadshows, events, and conference participation

Track engagement activities and manage CRM updates to ensure accuracy and visibility across teams

Develop product knowledge across Walton’s suite of land investment strategies and income-focused offerings

Qualification

Series 7 licenseSeries 63 licenseSales experienceCRM proficiencyMicrosoft Office SuiteAlternative investmentsCommunication skillsRelationship-building skillsSelf-starterOrganizational skillsWork independently