Sales Development Representative

Our team continues to expand and is looking for college students or motivated individuals who are looking to learn the Wealth Management Recruiting business!

As an associate, you’ll be trained in the field of executive search focusing in the private wealth industry. Criterion Management would include hands-on training in sales, negotiation techniques, maintaining our internal CRM database and building client relationships. Financial industry acumen/understanding is encouraged but not required. The right candidate needs to have strong communication skills as well as a passion for sales and relationship building.

Please note this job is in Rye Brook, so candidates should only apply if they have reliable transportation and are able to commute to the office each day.

About Criterion Management, we represent senior private wealth advisors looking to advance their careers. We are an external recruiting firm that represents top tier advisors looking for the next step in their career. Like Sports Agents or Talent Agents, we represent our clients as we learn about their business goals and identify what platform is best for them.

Qualifications:

• Self-motivated with strong sales drive.
• Strong verbal and written communication skills.
• Ability to work in a competitive environment.

Benefits:

• The firm will hire part-time (at least 16 hours a week) or full time applicants (Monday-Friday).
• Lunch is provided.

Responsibilities

• Assist our Executive Recruiters in connecting with Wealth Management Executives via cold calling.
• Maintaining and expanding our CRM database.
• Research and identify qualified wealth management candidates.

Job Type: Full-time

Pay: $20.00 per hour

Benefits:

• Flexible schedule

Work Location: In person