Entry-Level Investment Sales Associate

Arrow Investment Advisors•Laurel, MD

5d•$15 - $25•Onsite

About The Position

Arrow Funds is seeking motivated candidates who want to build a career in sales and financial services. This is a developmental, entry-level opportunity designed for someone who may not have previous investment-industry experience but has the communication skills, work ethic, curiosity, and desire to learn. The position begins with a minimum commitment of 20 hours per week in our Laurel, Maryland office. During this initial period, the candidate will receive hands-on training while working directly with Arrow's sales team. Candidates who demonstrate the ability, professionalism, and commitment to succeed will have the opportunity to progress into a full-time sales position and ultimately develop toward a Regional Sales Consultant role.

Requirements

Strong communication and interpersonal skills.
A willingness to make outbound calls and develop new relationships.
Curiosity about investing, business, and financial markets.
A competitive and goal-oriented mindset.
Coachability and a desire to improve.
Strong follow-through and personal accountability.
Ability to work independently and as part of a team.
Willingness to study for and obtain required financial-industry licenses as responsibilities increase.
Microsoft Office familiarity.

Nice To Haves

Previous financial-services experience is helpful but not required.
Previous sales, customer service, business development, or financial experience is helpful but not required.
Praxis Candidate/Graduate welcomed.
Salesforce experience is a plus.
FINRA Series 6 or Series 7 is a plus, but is not required to start.
Investment or financial market knowledge is a plus but can be developed through the program.

Responsibilities

Making outbound calls to financial advisors and helping generate meetings.
Learning how to prospect and develop new business relationships.
Developing professional phone, communication, and presentation skills.
Learning how to conduct effective sales conversations and ask appropriate discovery questions.
Following up with financial advisors and prospective clients.
Using Salesforce to document activity and manage relationships.
Learning Arrow's investment strategies and basic investment and portfolio concepts.
Participating in sales meetings, training, and professional development.
As the candidate develops, responsibilities will expand to include more direct advisor interaction, opportunity development, and participation in the growth of an assigned sales territory.