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Walton Global · 1 day ago

INTERNAL SALES ASSOCIATE

Scottsdale, AZ, US

Full-time

Onsite

New Grad, Entry Level

$80K/yr - $80K/yr

Walton Global is one of North America’s leading land experts and a premier global real estate investment firm. The Internal Sales Associate will represent Walton by educating registered representatives and investment advisors about the company's offerings and managing relationships to promote sales initiatives.

Asset ManagementReal EstateReal Estate Investment

Responsibilities

Assist Capital Markets with educating Advisors and Advisor’s clients on Walton structure and the benefits and risks of investing in Walton project offerings

Provide information and respond to questions in order to allow Advisors to comply with applicable FINRA and SEC rules and regulations

Responsible for managing the External’s schedule by: achieving a minimum level of daily calls and other activity metrics, promoting sales/marketing initiatives and establishing relationships by calling new and existing Advisors, establishing one-on-one meetings with Advisors, scheduling/coordinating seminars, client events and due diligence meetings, setting up presentations/web presentations, maintaining relationships with Advisors and coordinating follow-up contact with such Advisors, and representing Walton, which includes attending Industry Conferences and Due Diligence Meetings

Maintain familiarity with Walton’s standard concepts, practices, and procedures and those of the Sales department in particular

Maintain an understanding of Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton’s investment structures

Comply with the applicable FINRA, SEC and Walton’s internal compliance requirements at all times

Maintain familiarity with Walton Due Diligence and Project Specific presentations

Maintain a high level of knowledge with respect to current events, the industry and marketplace in which Walton participates and Walton projects

Perform other duties as assigned

Qualification

SIESeries 7Series 63Financial services experienceSecurities industry knowledgeMicrosoft Office proficiencyAnalytical skillsProactive attitudeCustomer relationship managementPresentation skillsCommunication skillsOrganizational skillsInterpersonal skillsWork under pressureAdaptability