Institutional Sales Associate [ON-SITE_BERWYN, PA]
Magis Capital Partners
- Salary
- $70k - $100k
- Experience
- 4+ yrs
- Location
- Berwyn, Pennsylvania, United States
- Job type
- Full-time
Required skills
- Salesforce
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
About the role
Bachelor's degree in Business, Finance, Economics or related field; 4+ years financial services experience with wealth management technology, annuities, insurance, or asset management; Salesforce or comparable CRM; Microsoft Office; up to 50% travel; no visa sponsorship.
About Magis Capital Partners
Financial-technology firm launching and growing businesses that connect financial professionals, providers, and consumers.
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