Kestra Financial · 5 months ago
Senior Sales Associate
Palo Alto, CA
Full-time
Onsite
Mid, Senior Level
$50K/yr - $60K/yr
2+ years expKestra Financial is seeking a Senior Sales Associate who will play a critical role in meeting clients' needs and developing prospects. This position involves generating new business, managing client relationships, and providing exceptional customer service in the financial services industry.
BankingConsultingFinanceFinancial Services
Responsibilities
Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry
Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting
Provide exceptional ongoing account management to existing clients to ensure their financial success
Complete client fact finders and update financial plans
Use Redtail CRM to effectively manage both client and prospect workflow
Communicate client requests to the Financial Advisor
Deepen client relationships and establish credibility and rapport both in-person and via phone
Identify potential benefits and services to enhance customer's financial relationships
Contact new/existing customers to discuss how specific investments and services can meet their needs
Prepare sales presentations/proposals to explain investments and services to a potential client
Complete expense reports, sales reports, (including referrals) and other paperwork
Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations
Attend weekly sales meeting and other meetings as required depending on position and need
Manage multiple and competing priorities on a daily basis in pursuit of business objectives
Qualification
Required
2+ years of proven success in business development and sales
Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment
Strong verbal and written communication and presentation skills
Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software
Ability to manage, set and meet deadlines and to operate with a sense of urgency
Excellent organizational and multitasking skills
Exceptional problem-solving skills and attention to detail
High level of professionalism with strong customer service skills
Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously
Series 7 required
Preferred
Series 65/ 66 preferred
Bachelor's degree preferred but not Required. Business related major a plus
Previous experience in the independent financial services firm a plus
Military experience a plus and encouraged to apply
Management experience a plus
Family business background a plus
Benefits
Base Salary, and performance bonuses
401(k)
Health
Dental
Vision
Life Insurance
Paid time off
Tuition reimbursement
Tools and training for lead prospecting
Database
Best practice playbooks
Guided sales application
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase