Alternatives Distribution, Outbound Specialist - Associate

The Outbound Sales Associate will be responsible for initiating contact with financial advisors who are not currently using the iCapital platform, aiming to secure registrations and guide them through the onboarding process. This role involves making over 75 outbound calls daily, logging activities in a CRM, and nurturing relationships until advisors complete their first trade. The associate will also conduct discovery calls to gather advisor information and coordinate with product specialists to provide educational resources.

• Base salary range of $80,000 to $90,000
• Compensation package includes salary, equity for all full-time employees, and an annual performance bonus
• Comprehensive benefits package including employer matched retirement plan
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

• High-volume calling role may not suit everyone
• Role requires obtaining licenses shortly after hiring if not already licensed
• Sales environment may be metric-driven and structured, which could be challenging for some
• Experience in wealth management or investment platforms is strongly preferred, which may limit applicants without this background