Financial Advisor
Company: TSG
Location: Hauppauge
Posted on: August 7, 2022
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Job Description:
Job Description The Spaventa Group (---TSG---) is looking for
talented, driven individuals to join our team of exceptional
investment professionals. At TSG, our sales team members hold the
title of Consultant and are tasked with generating investments for
the TSG family of funds through a variety of methods, including
cold calling prospective clients, obtaining additional investments
from existing clients and following up on referrals. TSG team
members embody values like integrity, perseverance and ambition,
and we pride ourselves on our ability to adhere to these values
consistently and effectively. All TSG team members are part of a
winning culture built around a strong dedication to our clients and
a focused commitment to helping team members exceed their
potential. The ideal Consultant candidate is an ambitious,
energetic team player who wants to join a firm that truly cares
about the professional and personal development of all its team
members. Individuals who prosper in the Consultant role tend to
have extensive experience in cold calling and generating
over-the-phone sales. Successful Consultants also tend to have
experience selling financial products such as stocks, bonds,
private placements, loans / mortgages, insurance, precious metals
and commodities. The Consultant role is a full-time position. All
candidates are expected to be in the office from 9am until 5pm (at
minimum), Monday through Friday. If you cannot fulfill this
expectation, please do not apply. Financial Advisor
Responsibilities Reach out to prospective investors via cold
calling and other creative outreach strategies Present and sell
TSG---s fund holdings (e.g., shares of large private companies on
the verge of going public, earlier stage venture capital, etc.) to
prospective and existing clients Establish, develop and maintain
positive client / investor relationships Achieve clearly defined
fundraising targets Keep abreast of financial industry news, trends
and best practices Work full-time hours (9am-5pm, Monday through
Friday, at minimum) Financial Advisor Requirements Excellent phone
presentation skills Previous experience with cold-calling and
over-the-phone sales required Previous experience selling financial
products preferred Ability to work under intense pressure Ability
to stay on the phone for extended periods Ability to work without a
salary (compensation is 100% referral fee-based). While there is no
base salary, Consultant compensation is uncapped and TSG
Consultants count themselves amongst the top 1% of income earners
in America Resources Provided to TSG Consultants High quality
prospective client leads State-of-the-art dialing system CRM
software for managing clients In-depth, hands-on sales training
Proprietary TSG research and reports Robust back office support
Stellar leadership team and company culture Company Description The
Spaventa Group (---TSG---) is a premier alternative investment firm
that provides compelling, high-growth investment opportunities for
its clients. TSG provides its clients with access to unique
investment classes, including venture capital / private equity
(from early stage to ---pre-IPO---), digital assets and NFTs,
cryptocurrencies and alternative business partnerships. TSG focuses
its investments across a range of cutting-edge industries,
including Space, FinTech, Life Sciences, Robotics, Artificial
Intelligence, FoodTech and Diversified Real Estate. TSG---s mission
is to help its clients build wealth by investing in the industries
and innovative technologies of the future.
Keywords: TSG, Stamford , Financial Advisor, Accounting, Auditing , Hauppauge, Connecticut
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