Sales Associate

Role Description This is a full-time remote role for a Sales Associate at Capital Investment Solution. The Sales Associate will engage with prospective and existing clients, conduct needs assessments, and present appropriate investment and financial solutions. Day-to-day responsibilities include managing inbound and outbound sales calls, scheduling and leading virtual meetings, preparing proposals and quotes, and maintaining accurate records in the CRM system. The role includes collaborating with internal teams to support clients, following up on leads, meeting or exceeding sales targets, and monitoring market trends to provide informed guidance. The Sales Associate is expected to uphold high standards of professionalism, adhere to regulatory and company policies, and contribute to continuous improvement of sales processes.
Qualifications

• Strong client-facing skills, including clear communication, active listening, and the ability to build trust-based relationships in a remote environment.
• Demonstrated sales experience in financial services, investments, or related fields, with a track record of meeting or exceeding targets.
• Proficiency with digital tools and CRM platforms, and comfort working with spreadsheets, online meeting software, and presentation tools.
• Solid understanding of basic investment concepts and financial products, or willingness to learn quickly and maintain up-to-date market knowledge.
• Excellent organizational and time-management skills, with the ability to prioritize, manage multiple opportunities, and work independently.
• Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent practical experience in sales or customer relationship roles.
• Ability to work effectively within diverse teams, receive and apply feedback, and adapt to evolving processes and goals.
• High ethical standards, attention to detail, and commitment to compliance with all relevant regulations and company policies.