Investment Sales Specialist - Remote

Overview

Linqto is hiring an Investment Sales Specialist to support investors and provide insights for informed investment decisions on its platform.

In Short

• Manage a portfolio of Linqto platform investors.
• Engage with investors daily via phone or video meetings.
• Provide detailed information about investment opportunities.
• Guide customers through the investment process.
• Contribute to refining Linqto’s investment processes.
• Requires a strong understanding of company offerings.
• Work effectively from home.
• Comfortable with high-net-worth individuals.
• 2-5 years of sales experience required.
• FINRA Series 7 license is mandatory.

Requirements

• A FINRA Series 7 license.
• A Series 63 license is preferred.
• 2-5 years of sales experience.
• Strong social and relationship building skills.
• Knowledge of capital markets.
• Experience in customer-facing roles.
• Self-motivated attitude.
• Based in the United States (CA, OR, WA, NV).

Benefits

• Quarterly bonuses and stock options.
• Health, vision, dental, and disability insurance.
• Life insurance.
• 401k.
• Paid time off.