This position is responsible for the sales of the CNL Securities Corp. distributed investment products through registered representatives and broker/dealers, and to raise capital for various alternative investment offerings.
This position will support the IN, MI, OH, PA, KY, and NY territory. Opportunity requires residence in Cleveland, OH area.
Job functions include developing and executing sales campaigns and marketing plans for CNL Securities Corp. distributed investment products, creating and delivering effective sales presentations to Registered Representatives, advisors, and investors, implementing and driving the achievement of business goals related to the sales function, generating new client relationships and business opportunities, acting as a representative for CNL Securities Corp. with existing and potential clients, business contacts, and industry associations, managing assigned sales territory, maintaining knowledge base on all aspects of the investment industry, competitors, and products available in the securities markets, and complying with all rules and regulations of selling securities as outlined by FINRA, the SEC, individual States, as well as any internal guidelines established by CNL Securities Corp.
Core competencies include extensive knowledge of the investment industry, recognizing business opportunities within and outside the industry, excellent leadership and management skills, taking initiative and being solution-oriented in all interactions, strong analytical skills, excellent interpersonal skills, including oral and written communication, strong computer skills, and excellent planning and organizational skills.
Education and experience required include a bachelor's degree, Series 7 and Series 63 licenses, and previous wholesaling experience.
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