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Inside Sales Representative - Alternative Investments
Job Number:
42276680
Company Name:
Hatteras Funds
Job Location:
Raleigh, NC US
Job Categories:
Sales & Sales Management Accounting & Finance
Salary:
Commensurate with experience.
Minimum Education:
4-Year College Degree
Inside Sales Representative - Alternative Investments
Hatteras Funds, based in Raleigh, NC, is seeking a dynamic, financial services sales professional to effectually support and service investment advisory firm relationships and promote our key business initiatives and strategies. The ideal candidate will have the experience and skills to successfully coordinate territory sales activities while working with the Regional Director to build territory development efforts and key business relationships.
Our Mission:
Hatteras Funds' mission is to provide 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 solve specific portfolio needs.
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
Experience / Education:
- BA/BS degree
- Minimum of 2 years work experience in financial markets, specifically financial sales experience - telephone and in-person
- Proven track record of experience with analyzing and communicating capital market information and opinions
- Advanced working knowledge of MS Excel and MS PowerPoint
