Inside Sales Representative - Alternative Investments
Company Name:
Hatteras Funds
Position Type:
Full-time
Hatteras Funds, based in Raleigh, NC, is seeking a dynamic, self-motivated, financial services sales professional to join our Inside Sales Team! If you have a successful track record of sales and business development experience within financial services, especially alternative investments, this could be a great career opportunity if you are the right candidate! Interested? Read details below
Our Mission:
Hatteras Funds provides unique alternative investment solutions for financial advisors and their clients. We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to help financial advisors allocate to alternative investments.
Our Culture:
Hatteras Funds takes pride in our firm's commitment to world-class service and providing unique alternative investment solutions for financial advisors and their clients. We are excited about our future and we are always looking for top talent who possess a high degree of personal integrity and the drive to not settle for second best, but work hard to be the best, each and every day.
If you have the desire and talent to be an integral part of a dynamically committed and expertly skilled team, Hatteras Funds may be the place for you!
Key Responsibilities will include:
Develop new leads and support existing clients through daily consultative outbound calling
Search out new prospects through cold calling and marketing, and support management of leads through maintenance of sales database
Coordinate all aspects of territory management, including coordination with Regional Director to execute client meetings and calls, prospected representatives, direct mail responses, web site inquiries, and prospecting initiatives.
Work with Regional Director to generate and manage a pipeline of all top prospects, new clients and flow accounts on a weekly basis
Maintain accurate database contacts, running queries and inputting information for advisors
Assist in product roll-out marketing strategies coordinate mailings, e-mail communications, distribution lists and conference calls
Meet and exceed regional sales goals and metric requirements
Critical Success Factors:
Financial services industry experience with mutual funds or alternative investment products
Desire to increase the firm's assets under management through building and maintaining strong financial advisor relationships
Proficient territory relationship management and sales skills
Experience, credibility, and ability to speak knowledgeably about various investment strategies and products such as mutual funds and alternative strategies
Proficiency with database technology
Energetic, enthusiastic, possess an unwavering drive to succeed
Strong organization skills and detail-orientation
Requirements:
Experience / Education:
BA/BS degree
Minimum of 2 years work experience in financial markets/alternative investments, specifically financial sales experience
Proven track record of experience with analyzing and communicating capital market information and opinions
Advanced working knowledge: MS Excel, MS PowerPoint and CRM applications
Current Series 7 LicenseEstimated Salary: $20 to $28 per hour based on qualifications.
Hatteras Funds
Position Type:
Full-time
Hatteras Funds, based in Raleigh, NC, is seeking a dynamic, self-motivated, financial services sales professional to join our Inside Sales Team! If you have a successful track record of sales and business development experience within financial services, especially alternative investments, this could be a great career opportunity if you are the right candidate! Interested? Read details below
Our Mission:
Hatteras Funds provides unique alternative investment solutions for financial advisors and their clients. We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to help financial advisors allocate to alternative investments.
Our Culture:
Hatteras Funds takes pride in our firm's commitment to world-class service and providing unique alternative investment solutions for financial advisors and their clients. We are excited about our future and we are always looking for top talent who possess a high degree of personal integrity and the drive to not settle for second best, but work hard to be the best, each and every day.
If you have the desire and talent to be an integral part of a dynamically committed and expertly skilled team, Hatteras Funds may be the place for you!
Key Responsibilities will include:
Develop new leads and support existing clients through daily consultative outbound calling
Search out new prospects through cold calling and marketing, and support management of leads through maintenance of sales database
Coordinate all aspects of territory management, including coordination with Regional Director to execute client meetings and calls, prospected representatives, direct mail responses, web site inquiries, and prospecting initiatives.
Work with Regional Director to generate and manage a pipeline of all top prospects, new clients and flow accounts on a weekly basis
Maintain accurate database contacts, running queries and inputting information for advisors
Assist in product roll-out marketing strategies coordinate mailings, e-mail communications, distribution lists and conference calls
Meet and exceed regional sales goals and metric requirements
Critical Success Factors:
Financial services industry experience with mutual funds or alternative investment products
Desire to increase the firm's assets under management through building and maintaining strong financial advisor relationships
Proficient territory relationship management and sales skills
Experience, credibility, and ability to speak knowledgeably about various investment strategies and products such as mutual funds and alternative strategies
Proficiency with database technology
Energetic, enthusiastic, possess an unwavering drive to succeed
Strong organization skills and detail-orientation
Requirements:
Experience / Education:
BA/BS degree
Minimum of 2 years work experience in financial markets/alternative investments, specifically financial sales experience
Proven track record of experience with analyzing and communicating capital market information and opinions
Advanced working knowledge: MS Excel, MS PowerPoint and CRM applications
Current Series 7 LicenseEstimated Salary: $20 to $28 per hour based on qualifications.
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