Finance Sales Associate

New York City



  • Identify and assess how profitable a new opportunity is, based on research and trends
  • Present financial estimates of company’s services or products
  • Prepare and analyze special reports by collecting and summarizing information
  • Maintain extensive industry knowledge targeting prioritized opportunities assigned for research
  • Research and analyze data to develop financial models to support valuation and forecasting
  • Develop recommendations and identify opportunities to drive company revenue
  • Derive insights and draw relevant conclusions from historical data and research.
  • Work closely with management to share reports and analysis findings
  • Build, maintain, and grow key relationships with C-level executive from potential partnering businesses
  • Discuss financial products with potential clients
  • Provide high quality service to clients, while also driving revenue for the firm




  • 3+ years of relevant experience.
  • Bachelor’s degree in Finance or Business preferred
  • Past experience working in a results-driven environment with a record of success in prospecting, qualifying, and developing a sophisticated client base
  • Experience in consultative sales and financial services
  • Strategic thinking skills; demonstrated ability to plan and execute sales strategies






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/16/2020
Salary $90,000 - $100,000

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