Senior REIT Sales
Location:
New Orleans , Louisiana
Posted:
January 26, 2017
Reference:
R9565
NYC 299 Park Avenue (22957), United States of America, New York, New York

Senior REIT Sales

Summary:

The Senior Sales Rep is responsible for the marketing and distribution of REIT research and securities to institutional customers to ensure profitability and satisfy customer needs.

Responsibilities:

- Maintain a high level of profitable sales.

- Keep informed of security market trends and issues, developments affecting corporations whose securities the department sells, and customer needs.

- Maintain up-to date familiarity with the current securities portfolio of each customer/prospect in order to ensure optimum marketing potential.

- Provide advice to customers on securities purchases and sales by informing them of current market trends and recommending appropriate investment strategies.

- Determine specific customer needs and ensuring that appropriate market transactions are executed.

- Develop and maintain contacts for the sale of securities by participating in a customer call program to existing and prospective customers.

- Participate in firm short term and long term strategy and planning sessions.

- Provide guidance to Sales Manager and Travel Coordinator for planning travel with company management teams to visit portfolio managers of customers.

- Assist with training and development of Associated Sales Reps 

Basic Qualifications:

- Bachelor’s degree or military experience

- 5 years of institutional equity sales experience with a focus on the REIT sector

- NASD Series 7 license

Preferred Qualifications:

- 10 years of institutional equity sales experience with a focus on the REIT sector

- NASD Series 24

At this time, Capital One will not sponsor a new applicant for employment authorization for this position. 


A little about us:
Headquartered in McLean, Virginia, Capital One® offers a broad array of financial products and services to consumers.

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