Now Hiring - Internal Sales Analyst in Park City, UT

SUMMARY

The Internal Sales Analyst will be responsible for working closely with wholesalers, external vendors, and financial institutions to help promote the firm’s brand and investment products, to increase the engagement of the selling group, and to seek new capital markets for the firm. The Analyst will provide comprehensive internal sales support in each stage of the investment sale process including the internal processes and all tasks associated with it.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Coordinate with assigned RVPs (outside wholesalers) to understand the territory goals, travel/scheduling loops, and other methods to help increase RVP meeting activity and selling stage progression
• Maintain and improve CRM by regularly cleaning/enhancing RR/IAR contact info, uploading new RIA prospecting firms & assisting with sales team activity tracking and selling stage reports
• Participate in best practices/training seminars with sales desk director to develop and strengthen product knowledge, learn effective scheduling practices, optimize CRM utilization and various techniques for working in unison with RVPs in helping develop/improve relationships with top prospect financial representatives
• Geo-mapping – assist in updates, maintenance and tech support for sales team
• Compile competitor research reports & data
• Serve as the first point of contact for PREP Securities incoming calls
• Assist with fund administrator and outside investment managers to rectify “not in good order” issues with investments in his/her territory
• Assist in the planning and execution of sales events, in-person and virtual - i.e. due diligence seminars
• Coordinate with PREP fund management to assist in clerical needs of PREP’s existing investor base
• Perform other routine and ad-hoc administrative tasks as required

REQUIRED EDUCATION and/or EXPERIENCE

• Bachelor’s degree in relevant field of study preferred
• Previous business experience in a real estate or sales environment
• Excellent communications skills (verbal, written and presentation)
• Aggressive self-starter with a passion for sales and the demonstrated ability to present ideas, gain acceptance and build strong relationships
• Strong interpersonal skills and team orientation with the ability to work comfortably within all levels of the organization
• Familiarity with Customer Relationship Management systems a plus
• Demonstrated Microsoft Office proficiency with business applications - Excel, PowerPoint, Word, and Outlook

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: One location