CFRA Research · 1 day ago
Sales Representative
United States
Full-time
Remote
Entry Level
1+ years expCFRA Research is a leading independent investment insights and data analytics company, seeking a highly motivated Sales Representative to join their Wealth Management team. This role focuses on generating revenue by acquiring new clients and effectively marketing the company's research and advisory solutions.
AnalyticsFinancial ServicesMarket Research
Responsibilities
Proactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreach
Qualify prospective clients by understanding their investment objectives, risk tolerance, and research needs
Present our Wealth management solutions in a clear and compelling manner to convert prospects into clients
Tight coordination and collaboration with Market Development, Research, and Product teams
Consistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goals
Provide responsive and attentive client service to ensure a positive experience and build long-term partnerships
Maintain detailed records of all client interactions and sales activities in our CRM system
Qualification
Required
Clear Track Record Of Excellence In Several Categories, Including Achievement Of Sales Goals, Teamwork, Professionalism, Communication, Organization, And Client Service
Demonstrated success in following a defined sales process and achieving sales goals
Excellent communication, presentation, and interpersonal skills with the ability to build rapport with clients and internal teams
Strong problem-solving and analytical skills to understand prospective client needs and provide tailored solutions
Ability to work independently as well as collaboratively within a team environment
Preferred
1-3 years of financial services sales experience, preferably within the Wealth Management industry
Previous experience in a Research environment is highly preferred
Hands-on experience with CRM tools (preferably Salesforce) and sales enablement platforms (preferably Salesloft)
Benefits
20 days of Vacation
8 Sick Days
1 paid volunteer day
10-11 Holidays a year
Health, Dental, & Vision Insurance
Company paid Life & Disability Insurance
Competitive Pay (base + commission)
401K Match
Company
CFRA Research
CFRA is a global leader in financial intelligence solutions and insights.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$60MKey Investors
Endicott Group
2023-01-12Private Equity
2007-08-08Acquired
2003-11-07Series Unknown· $60M
Leadership Team
Theresa Torian
Chief Executive Officer
John K. Freeman
Vice President, Equity Research
Recent News
2026-01-20
2025-11-19
The European Financial Review
2025-11-11
Company data provided by crunchbase