About the role
The Alternatives Distribution team manages relationships with financial advisors. The sales associate conducts high-volume outbound calls to introduce the platform and builds relationships through in-person meetings and events. This role balances structured outreach with field engagement to expand advisor adoption.
Our summary of the posting; the original is on the iCapital careers page.
What the posting requires
- Required
- Salesforce
- Outreach
- Travel
- CRM
- Sequencing tools
- Alternative investments
- Bachelor's degree
- Series 7
- Finance
- Series 63
- Preferred
- Outbound calls
- Platform introduction
- Discovery calls
- Follow-up sequences
- Field visits
Preferred experience: 3+ yrs
These tags are our reading of the posting. They can miss something; the original posting is the reference.