External Sales Associate
External Sales Associate (Public Equities)
Location: San Mateo, CA
Firm Type: Asset Management
Experience Level: 2-6 Years
Cold Calling Required
A San Mateo-based asset management firm specializing in public equities is seeking an External Sales Associate to drive growth through strategic outreach to financial advisors. This role is ideal for a results-oriented sales professional with a background in asset management or technology and a proven ability to generate leads through outbound efforts.
Responsibilities:
- Source and qualify new investor leads through outbound sales, with a focus on financial advisors and independent broker-dealers
- Conduct cold outreach and follow-ups to build relationships and drive engagement
- Collaborate with senior leadership to refine targeting strategies and messaging
- Maintain accurate CRM records and track sales performance metrics
- Represent the firm at industry conferences, webinars, and advisor events
Qualifications:
- 2-6 years of experience in outbound sales within asset management or technology (BDR, SDR, Account Manager roles)
- Demonstrated success in cold calling and lead generation
- Strong interpersonal and communication skills
- Familiarity with public equities and the financial advisor landscape is a plus
- Self-motivated, entrepreneurial mindset with a focus on results
What Is Offered:
- A collaborative and fast-paced team environment
- Direct exposure to investment strategies and advisor engagement
- Competitive compensation and performance-based incentives
- Opportunities for career advancement and professional development
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