VP Internal Sales

The VP, Internal Sales Director assists in raising and retaining assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, investment updates and offer sales support. This individual develops and maintains relationships with existing financial advisors in order to raise capital for the company’s series of private real estate funds and identifies new sales opportunities. The Internal Sales Director also develops and implements a business plan and sales strategy taking direction from the territory’s External Wholesalers .

This candidate would ideally be located in the Central Time Zone or Mountain Time Zone.

Responsibilities

Achieve sales and activity goals

Work as a team with the External Wholesaler to raise capital for private real estate funds

Establish new relationships with Registered Investment Advisors (RIAs) and family offices (FOs) through significant prospecting efforts within the defined territory

Build, grow, and maintain existing advisor relationships by developing a thorough understanding of Carter Funds and successfully educate advisors

Use phone, email, and virtual meetings to raise capital for private real estate funds

Schedule in-person, drop-ins, phone, and virtual appointments for external wholesaler(s)

Schedule attendance for Carter due diligence events, conference dinners, and other sales meetings

Become adept at using Salesforce and Discovery Data to run reports, log daily activity, and identify new sales opportunities

Communicate regularly with financial advisors to assist in increasing sales productivity

Develop a thorough understanding of the capital markets, investment management industry, and marketplace developments

Assess the needs of each client by asking targeted, high impact questions to ultimately identify the correct prospects and service existing clients

Occasionally travel to national sales meetings, due diligence events, or industry conferences to represent Carter Funds

Send daily wrap up email to external wholesaler reporting on daily activities achieved

Work with administrative assistants to educate regarding the account opening process and oversee processing of subscription agreements

Review daily sales reports to identify NIGOs and coordinate with investor relations, transfer agents and custodians to resolve NIGOs. Work closely with the operations team to solve any other client issues.

In collaboration with the External Wholesaler, analyze and report sales activities

Assist External Wholesaler(s) with ordering sales collateral and distributing marketing materials

Proactively support team initiatives and complete special projects and other duties as assigned

Coordinate with marketing team to ensure all materials and communications are sent appropriately

Assist in any administrative duties for team as requested

Qualifications

Bachelor's Degree Required

At least 3 years of experience in the financial services industry

Understanding of and passion for investments, the sales process, as well as excellent verbal and written communications skills.

Excellent organizational and follow up skills, and the ability to handle multiple responsibilities simultaneously.

Demonstrate professional presence, poise, strong presentation skills, and a high level of energy and motivation

Proficiency with Microsoft Office and CRM system

Certifications: FINRA Series 7 and 63 licenses in good standing