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Job Description

  • Responsible for 200-300 outbound and an average of 30 conversations daily.

  • Scheduling appointments with investors and a member from outside Sales Frorce

  • Will receive commission

  • Additional resources and responsibilities such as outbound calling to investors with $500K+ investable net work

***BENEFITS: 100% paid medical, dental, vision, 50% 401K match, 20 PTO, 11 holidays


  • Degree required

  • Series 7&66 or 65 preferred but will also consider those who have Series 7&63

  • Minimum 1.5+ years of experience

  • Communicates effectively, drives for results

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