Alternative Investment Sales (LA / Orange County)

Job Title: Associate, Investment Services - VP, Investment Services

Location: (hybrid/Remote) Los Angeles / Orange County

Job Overview:

Seeking a highly motivated sales professional to join our team, focusing on the Los Angeles and Orange County metros. This role is ideal for self-driven individuals who thrive in both independent and collaborative settings. Our customer segment is largely US-based Chinese investors, so we’re seeking candidates that are bilingual in English and Chinese.

Key Responsibilities:

Proactively identify and pursue sales opportunities in the private-market investment sector.
Educate and inform accredited US-based Chinese investors about compelling alternative investment opportunities.
Achieve sales targets through effective marketing strategies and client engagement.
Work autonomously to meet sales goals while collaborating seamlessly with the team

Minimum Qualifications:

FINRA Registration: Possession of a FINRA Registered Series 82, or a combination of Series 7 and 63 or 66. Exceptional candidates who are not yet licensed may be considered for exam sponsorship, with expectation to obtain the necessary licenses within 90 days of start date.
Language Proficiency: 會中文溝通 Must be proficient in both English and Chinese/ to effectively cater to our primary customer segment.

Pay:

Base Pay and Performance Bonus. Depends on track record. Pay range $49,400 - $248,000

Ideal Candidate Profile:

Self-Driven and Ambitious: Eager to succeed and achieve remarkable results in a commission-only role with significant income potential.
Results-Oriented: Sets and diligently pursues aggressive sales targets, demonstrating a strong commitment to achieving success.
Positive and Constructive Attitude: Brings a positive outlook to the sales process, contributing to a constructive work environment.
Coachability and Adaptability: Open to learning and applying new sales methods and concepts, showing a willingness to grow and adapt.
Proactive Approach: Driven to actively seek sales opportunities daily through various methods and approaches.
Networking Skills: Skilled in building and leveraging personal contacts, forming strategic partnerships, and generating referrals for sustained sales growth.
Communication Excellence: Exhibits highly professional verbal, written, and interpersonal communication skills, ensuring clear and effective client interactions.
Strong Presentation and Negotiation Skills: Capable of delivering compelling presentations, skillful negotiation, and closing deals confidently.
Initiative and Networking: Demonstrates a proactive approach in creating and nurturing a network of contacts, contributing to long-term business development.
Relevant Experience: Prior experience in private market investments, private equity,or family office environments is highly preferred. Investment Consultant, Financial Services Representative, Investment Advisor, Financial Advisor, Insurance Broker, Insurance Agent.

Featured benefits：

Work from home, remote work, flexible schedule. Collaborative and Supportive Culture
Healthcare (Medical, Dental, Vision) Coverage
H1-B sponsorship. OPT is also welcomed.

Job Type: Full Time

Schedule: Monday to Friday. Flexible schedule. sometimes weekends due to events

Travel requirement: Remote, Hybrid, meet with clients as needed

How to Apply:

Interested candidates are invited to submit their resume for consideration. While a cover letter is not mandatory, we encourage you to include a brief statement (1-4 sentences) highlighting your interest in this position and why you believe you are an ideal fit for this role. Additionally, if you possess an existing network within our target markets, kindly provide a concise overview of your connections or network in those areas. This information will be valuable in understanding your potential impact and reach in the role.

Contact: careers@upmarket.co | https://jobs.upmarket.co/