Butler Capital Partners · 3 hours ago

Financial Advisor Affiliate

United States

Full-time

Remote

Entry Level

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AccountingFinance

Insider Connection @Butler Capital Partners

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Build and develop long term relationships with Alternative Investors

Identify and prospect new investors that you find via your own efforts (referrals, conferences, periodicals google searches, etc)

Meet with as many investors as you can in an effort to solidify those relationships

Create roadshows for managers/products with your investors that have interest in those particular products

Constantly network with investors, industry contacts, etc in an effort to continue to identify and develop relationships with investors

Update all calls, meetings, feedback on products, etc in CRM system

Attend internal product meetings either in person or Via Zoom

Understand all new and existing products via sales material and by reaching out to research as well as speaking to other salespeople

Provide a target list of investors for each of the available products

Prepare monthly and quarterly sales reports

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales abilityAlternative InvestmentsOutlookExcelCRM systems