Internal Sales Desk Associate – Series 7 jobs in United States
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SmartTrust® · 4 days ago

Internal Sales Desk Associate – Series 7

positionParsippany, NJ
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

SmartTrust® is a leading Unit Investment Trust (UIT) sponsor that offers a dynamic environment in the investment management industry. The Internal Sales Associate role focuses on building relationships with Financial Advisors, driving sales, and collaborating with various teams to enhance product education and market insights.

Financial ServicesInsuranceWealth Management

Responsibilities

Build and maintain relationships with Financial Advisors nationwide through proactive outreach, consultation, and product education
Partner with external wholesalers to drive sales and develop regional strategies
Represent SmartTrust® with professionalism and expertise, becoming a trusted resource for investment insights and market updates
Collaborate with marketing and product teams to distribute sales ideas, webinars, and updated materials
Manage client data and communications within a CRM platform, ensuring accurate reporting and pipeline tracking
Participate in ongoing sales training, industry education, and firm development programs
Lead or assist with special initiatives designed to expand distribution or improve operational efficiency

Qualification

FINRA Series 7 licenseInvestment market knowledgeCRM platform managementFinancial services experienceRelationship managementCommunication skillsPresentation skillsTeam-first mindset

Required

Bachelor's degree or equivalent professional experience
FINRA Series 7 & 63 license
1–3 years of financial services or client service experience preferred
Strong communication, presentation, and relationship management skills
A team-first mindset and desire to grow within a national distribution organization

Benefits

Full medical and dental coverage
401(k) plan with company match
Paid time off
Professional development support

Company

SmartTrust®

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Hennion & Walsh, with headquarters in Parsippany, NJ, was founded in 1990 with a single goal in mind: to become the nation's premier provider of investment services to and advocate for individual investors and their financial advisors.
dateFounded in 2003
location
Parsippany, New Jersey, USA
people-size11-50 employees
web-link
https://www.smarttrustuit.com/

Funding

Current Stage
Early Stage

Leadership Team

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Matthew Wolcott
Chief Operating Officer
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Company data provided by crunchbase