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Referral Agent

Bridge 2 IPO

Referral Agent

New York, NY
Full Time
Paid
  • Responsibilities

    Job Description

    Bridge 2 IPO is looking for driven individuals to join our team of exceptional investment professionals.Tasks include cold calling, prospecting clients, and following up on referrals.

    Bridge 2 IPO embody values like integrity, perseverance and ambition, and we pride ourselves on our ability to adhere to these values consistently and effectively.

    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. from 9am until 5pm (at minimum), Monday through Friday. If you cannot fulfill this expectation, please do not apply.

    Responsibilities

    • Reach out to prospective investors via cold calling and other creative outreach strategies
    • Establish, develop and maintain positive client / investor relationships
    • Keep abreast of financial industry news, trends and best practices
    • Work full-time hours (9am-5pm, Monday through Friday, at minimum)

    Requirements ( Preferred )

    • Excellent phone presentation skills
    • Previous experience with cold-calling and over-the-phone sales
    • 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