Now Hiring - Internal Sales Associate in Scottsdale, AZ

Becoming part of the Walton Group of Companies means loving your job and believing in the company you work for. That’s the Walton experience. Walton is an organization you can grow your career with. With over 44 years of experience, we have grown to be one of North America’s leading real estate asset management and investment firms.

Walton is currently looking for two (2) full time Internal Sales Associates for our office in Scottsdale, AZ. These successful candidates will be reporting directly to the Executive Vice President, Capital Markets.

Position Summary

The Internal Sales Associate will represent Walton as an internal wholesaler by educating registered representatives and registered investment advisors (collectively “Advisors”) in specified US sales territories with respect to Walton and its projects offerings.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Assist Capital Markets with educating Advisors and Advisor’s clients on Walton structure and the benefits and risks of investing in Walton project offerings.
• Provide information and respond to questions in order to allow Advisors to comply with applicable FINRA and SEC rules and regulations.
• Responsible for managing the External’s schedule by: achieving a minimum level of daily calls and other activity metrics, promoting sales/marketing initiatives and establishing relationships by calling new and existing Advisors, establishing one-on-one meetings with Advisors, scheduling/coordinating seminars, client events and due diligence meetings, setting up presentations/web presentations, maintaining relationships with Advisors and coordinating follow-up contact with such Advisors, and representing Walton, which includes attending Industry Conferences and Due Diligence Meetings.
• Maintain familiarity with Walton’s standard concepts, practices, and procedures and those of the Sales department in particular.
• Maintain an understanding of Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton’s investment structures.
• Comply with applicable FINRA, SEC and Walton’s internal compliance requirements at all times.
• Maintain familiarity with Walton Due Diligence and Project Specific presentations.
• Maintain a high level of knowledge with respect to current events, the industry and marketplace in which Walton participates and Walton projects.
• Perform other duties as assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Series 7 and Series 63 license required.
• Experience in the financial services, mutual fund, real estate investment or development industry is an asset.
• Advanced level of knowledge of industry or ability to quickly understand industry.
• Ability to accommodate a flexible schedule and travel when needed.
• Excellent presentation and communication skills.
• Professional, strategic, analytical, organizational, and interpersonal skills.
• Proactive and performance driven.
• Able to work under pressure in a fast-paced environment.
• Ability to adapt easily to changing department needs and dynamics.
• Ability to effectively present to large groups and individuals.
• Proficiency required in Microsoft Office (Word, Outlook, Excel 2007).
• Customer relationship management (CRM) applications, Salesforce experience a plus.

Benefits

• Competitive salary + bonus programs
• Generous employer contribution to medical insurance with a variety of plan options
• 100% employer-paid dental and vision coverage for full-time employees and their dependents
• 100% employer-paid short term and long-term disability
• Flexible Spending Account and Health Savings Account
• Dependent Care Flexible Spending Account
• Paid time off to relax and recharge
• 14 company-paid holidays
• 401(k) plan with employer match
• Paid maternity and paternity leave
• Monthly childcare reimbursement program
• Opportunities to grow and develop skills in multiple disciplines
• Energetic co-workers who share the same core values and strategies

We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

People with a criminal record are encouraged to apply

Ability to commute/relocate:

• Scottsdale, AZ 85258: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What are your salary expectations?

License/Certification:

• Series 7 (Required)
• Series 63 (Required)

Work Location: In person