Research Sales Consultant
Primary responsibilities:
- Identify and cultivate new business opportunities through calling efforts, email campaigns, and referrals.
- Manage prospects throughout the sales cycle, report progress in CRM, and accurately forecast.
- Develop and strengthen relationships with key clients and influencers.
- Schedule meetings for presentations to drive new business.
- Develop key strategies related to marketing Capstone and gain a wealth of knowledge regarding sophisticated investment strategies.
- Articulate the Capstone message and drive brand awareness.
- Professionally represent firm to build relationships with our existing partners’ base.
- Influence and build relationships with analysts.
Desired Skills and Competencies:
- A networker, project-seeker, initiator and good at hunting new business opportunities.
- Thoughtfully create positive customer experience by delivering information and helping to resolve issues.
- Demonstrate persuasive written and oral communication skills.
- Ability to work in complex and changing environment. Be able to manage processes, people, and clients effectively to meet deadlines.
- Excellent research skills.
- Interest in public policy.
- Exhibit strong and confident interpersonal skills.
- Displays strong character, professionalism, and integrity.
- Results oriented. Able to drive business to support firm’s vision and goals.
Education and Experience Requirements:
- Four year degree required.
- High academic achievement.
- Proven 1-4 years sales track record.
Capstone, LLC is an Equal Opportunity Employer.
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