Internal Sales VP and Consultant, Intermediary Channel recruitment
Altegris is a dynamic, successful investment firm specializing in alternative investments. We gather information on thousands of hedge funds and managed-futures managers and strategies, and after due diligence, offer a select group of these investment solutions, via mutual funds, private placements, and/or managed-futures separate accounts, to our deep list of clients, prospects and distribution channels. The Altegris companies represent approximately $2.55 billion in client assets, and provide futures clearing services to accounts representing $800 million in institutional assets. This position is with Altegris Investments, Inc., a registered broker-dealer affiliate within the Altegris companies, located in La Jolla, California.
Altegris is in a very exciting phase of growth and searching for a talented and motivated Internal Sales Vice President and Consultant to be an integral member of the intermediary sales team. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors. GNW recently acquired the Altegris group of companies, which operate as a division with GFWM.
The job responsibilities of this role include:
• Raising assets in our Intermediary Channel by contacting and qualifying leads, as well as actively networking with existing clients to identify prospects in the territory
• Working closely with an external Sales Director to conduct territory analysis and business planning to maximize territory goals in the territory
• Following up after the Sales Director’s initial sales visits, including:
oProviding clients with database access
oAnswering client questions, providing education and “white-glove” support
oClosing sales
• Scheduling phone and onsite meetings for the Sales Director
• Developing a structured call schedule
• Building custom portfolios of investment products using our proprietary software
• Demonstrating extensive knowledge of how products on the Altegris platform may complement other investment products
• Ensuring that all logistical/operational details necessary for sales are handled effectively
Requirements:
• 2+ years of verifiable sales success as an internal wholesaler
• Strong ability to analyze asset-allocation strategies
• Knowledge of alternative investments
• Excellent computer skills
• Bachelor’s degree
• Series 7 (or a combination of 6 and 22) FINRA License
Preferred:
• Managed futures and/or hedge fund experience
• Series 3 (or 31) NFA License
• CAIA
Please post for job number RP13324 at http://www.genworth.com/employment