Investment Sales Representative

We are seeking a highly motivated and results-driven Investment Sales Representative for a full-time, hybrid position. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their investment goals. This role involves developing and maintaining client relationships, providing investment advice, and achieving sales targets. 

KEY RESPONSIBILITIES 

• Develop and maintain a thorough understanding of our investment products and services. 
• Identify potential clients and build relationships through networking, cold calling, and referrals. 
• Conduct thorough financial assessments of clients to understand their investment needs and goals. 
• Provide personalized investment advice and recommendations. 
• Develop and present investment strategies to clients. 
• Achieve individual sales targets and contribute to team goals. 
• Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements. 
• Prepare and submit regular sales reports and forecasts. 

QUALIFICATIONS 

Bachelor’s degree in finance, economics, business, or a related field. 

• Proven experience in investment sales, financial advisory, or a similar role. 
• Strong understanding of financial markets and investment products. 
• Excellent communication, interpersonal, and negotiation skills. 
• Ability to build and maintain client relationships. 
• Self-motivated with a strong drive to achieve sales targets. 
• Relevant certifications (Series 65, Series 66) 
• The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently connect people in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando and Jackson, MS markets.
• EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.