Regional Sales Consultant

Arrow Investment Advisors • Chicago, IL

2d

About The Position

Arrow is an investment management firm that develops innovative investment strategies for Financial Advisors, RIAs, Broker-Dealers, Banks, and institutional investors. Our mission is to help advisors build better portfolios through differentiated investment solutions, thoughtful research, and exceptional service. We're looking for someone who is curious about investing, enjoys building relationships, and wants to develop a long-term career in investment sales. This is an excellent opportunity for an ambitious professional who wants to learn the asset management business, work directly with experienced sales leaders, and grow into a larger territory management role.

Requirements

• Bachelor's degree in Business, Finance, Economics, Marketing, or a related field.
• 1–3 years of experience in financial services, sales, or client relationship management preferred.
• Interest in investing, financial markets, and portfolio construction.
• Excellent communication and presentation skills.
• Strong organizational and time management abilities.
• Self-motivated with a desire to learn and grow.
• Experience with Microsoft Office; Salesforce experience is a plus.
• FINRA Series 6 or Series 7 license (or willingness to obtain) is preferred.

Nice To Haves

• Salesforce experience is a plus.
• FINRA Series 6 or Series 7 license (or willingness to obtain) is preferred.

Responsibilities

• Develop relationships with Financial Advisors, RIAs, Broker-Dealers, and Banks.
• Prospect new advisor relationships through outbound calling, email campaigns, referrals, and marketing initiatives.
• Conduct meaningful conversations that uncover advisor needs and investment opportunities.
• Present Arrow's investment strategies in a clear and consultative manner.
• Schedule virtual meetings and support Regional Directors with advisor presentations.
• Build and manage a healthy sales pipeline using Salesforce.
• Follow up consistently and move opportunities toward funded business.
• Stay current on investment markets, portfolio construction, and Arrow investment strategies.
• Collaborate with teammates to share successful ideas, advisor feedback, and best practices.

Benefits

• Learn sophisticated investment strategies
• Gain exposure to portfolio construction, market research, ETFs, mutual funds, and alternative investments.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level