Veracity Software Pvt. Ltd. · 4 days ago
Financial Investment Sales Executive
Los Angeles, CA
Full-time
Onsite
Senior Level
5+ years expVeracity Software Pvt. Ltd. is a premier national/international asset management firm seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. The role involves developing long-term relationships, presenting investment products, and meeting sales targets within the Los Angeles metro area.
Information Technology & Services
Responsibilities
Drive retail financial investment sales to affluent and high-net-worth individual clients
Develop and maintain long-term relationships with financial advisors, clients, and partners
Present and position investment products and asset management solutions effectively
Meet and exceed sales targets through consultative, relationship-driven selling
Collaborate with internal research, portfolio management, and client support teams
Represent the firm professionally within the Los Angeles metro market
Leverage firm-provided sales, marketing, and operational support
Maintain compliance with all regulatory and firm standards
Qualification
Required
Bachelor's Degree (Required)
5–20 years of successful financial investment sales experience
Proven success selling investment products to affluent individual clients
Demonstrated retail investment sales performance
Must currently reside in the Los Angeles metro area
Preferred
MBA (Preferred)
Extensive experience working with high-net-worth or affluent client segments
Experience at a leading financial services, banking, or asset management institution
Strong consultative selling and relationship management skills
Company
Veracity Software Pvt. Ltd.
At Veracity, if you have an idea you want to validate, a product you need to build, or an existing product that needs optimization, our teams are trained to jump in wherever needed.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase