What are the responsibilities and job description for the Finance Industry Sales - Entry Level position at Dunham & Associates Investment Counsel, Inc.?
FINANCE INDUSTRY - ENTRY LEVEL
REGIONAL SALES ASSOCIATE
Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, “Dunham”) is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.
As a Regional Associate, you will be responsible for working with our Regional Account Managers (hybrid wholesalers) and Regional Directors (external wholesalers) to learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and Series 66 licenses, and maximize territorial sales.
This is a great entry-level opportunity; working onsite in the San Diego office is a requirement.
Essential Functions:
- Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars.
- Schedule Regional Director’s appointments to ensure productive sales days.
- Follow-up on new leads and referrals resulting from field activity.
- Work with Regional Account Manager to prepare sales proposals and presentations.
- Update and maintain Salesforce client information.
- Handle incoming phone calls and requests for information, sales and marketing materials, and hypothetical illustrations.
- Study for FINRA SIE, Series 7 and 66 exams (passing exams within a specified period of time is required for continued employment) and learn the financial wholesaling business.
- Back-up other Regional Account Managers as needed while they are traveling within the territory.
Requirements:
- Bachelor’s degree in business, finance, or related degree
- Evidence of academic excellence and a passion for learning
- Computer proficiency in Microsoft Office 365 suite
- Excellent verbal and written communication skills to educate and influence sales
- Must be extremely motivated and willing to learn
- Strong technical and analytical skills
- Strong attention to detail with great organizational skills
- Ability to prioritize multiple projects and responsibilities
- Ability to think and work independently as well as in a team environment
- Self-starter with strong work ethic, enthusiasm, and ability to energize others
- Ability to develop and manage successful internal and external relationships
$28.85 per hour
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
Salary : $29