About the job
Join Our Team
iCapital Network is seeking a motivated Analyst to become a vital part of our Structured Investments team. This position is primarily focused on sales support, and you will collaborate closely with both vendors and clients to enhance our service delivery.
Key Responsibilities
- Engage in calls to schedule appointments for licensed sales representatives.
- Develop a deep understanding of iCapital products, enabling you to articulate their objectives, risks, features, and benefits effectively.
- Evaluate sales trends regionally and for specific products across broker-dealer firms and individual Financial Advisors.
- Make over 50 outbound calls daily to foster new business opportunities.
- Gain knowledge of financial markets and portfolio strategies.
- Support senior sales professionals in your designated territory.
- Build effective partnerships with external wholesalers and the regional distribution team.
- Utilize contact management systems to track interactions and coordinate follow-ups.
- Prepare for and successfully obtain necessary licenses.
