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Internal Sales Associate

Company: Strategic Capital Distributors
Location: Costa Mesa
Posted on: April 6, 2021

Job Description:

The Internal Sales Associate works within the corporate environment and is partnered with a Regional Vice President (RVP) in a geographical sales territory. This individual is responsible for partnering with an RVP, creating new and managing existing relationships with financial advisors to increase market share of Strategic Capital products throughout the given territory. This is accomplished through a consultative sales approach providing financial insight and product information via the telephone, so representatives can effectively offer our platform of alternative investments to their clients. This position requires an individual that has a sales focus with excellent phone skills, strong work ethic and a competitive drive to succeed. This Position Reports To: National Sales Manager--- Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business, follow-up calls, and others as directed.--- Schedule quality appointments each week for the RVP.--- Proactively research and manage territory goals and initiatives.--- Work closely with the RVP to develop and execute an appropriate business plan to maximize territory sales.--- Identify and actively convert prospects into producers.--- Utilize Strategic Capital's proprietary CRM system to create and maintain up to date information on the territory. Job Requirements (Knowledge, Skills, and Abilities) --- Prior investment industry experience--- Must have the ability to work in a challenging and collaborative environment--- Possess a strong desire to win--- Possess excellent oral and written communication skills--- Possess excellent interpersonal and customer service skills--- Proven ability to pay attention to detail and multi-task--- Must have strong relationship building skills--- Must be a detail-oriented, well-organized self-starter with high energy and creativity--- Must have the ability to work in a challenging and collaborative environment Strategic Capital Management Team Experience Over 75 years of combined experience in wholesale distribution management. Helped raise over $20 billion in equity capital over the last 15 years.. Successful in distributing Business Development Companies, Non-Traded REITs, Reg D private placement offerings and LLC's . About SC Distributors Strategic Capital's goal is to be the premier distribution platform for select alternative investment products. Our mission is to connect investors and financial advisors with a focused group of leading alternative investment managers. Through a demonstrated financial services wholesale distribution model, we deliver these products to financial advisors (and their clients) throughout the United States. Our leadership's extensive experience in wholesale distribution, combined with our strategy to engage a prominent real estate investment banking organization, helped enable us to identify and evaluate the capabilities, backgrounds, financial sustainability and track records of a wide variety of potential investment managers. Finally, our leadership's extensive distribution experience and our proprietary SCORE (Strategic Capital Online Reporting Engine) technology platform helps us to effectively and efficiently track and manage each step of the product delivery process for our financial advisor and broker/dealer partners. Alternative investments typically are speculative, carry substantial risk of loss, and are illiquid. NOT AN OFFER TO SELL SECURITIES The material in this Web site does not constitute an offer to sell, nor a solicitation of an offer to buy the securities described herein. Such an offering is made only by means of a prospectus. The prospectus must be read in order to understand fully all the implications and risks of any offering of securities to which it relates. A copy of the prospectus must be made available to you in connection with an offering. Neither the Securities and Exchange Commission, the attorney General of the state of New York nor any other state securities regulator has approved or disapproved of these securities or determined the prospectus is truthful or complete. Any representation to the contrary is a criminal offense. Investing involves a high degree of risk and there is no assurance that investment objectives of these programs will be met. Refer to the prospectus for suitability standards in your state. Please contact your Financial Advisor for more Information. Securities offered through SC Distributors, LLC member FINRA and SIPC .

Keywords: Strategic Capital Distributors, Costa Mesa , Internal Sales Associate, Sales , Costa Mesa, California

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