Sales Associate


Dallas, TX

Industry: Financial Services


Less than 5 years

Posted 375 days ago

  by    Naviga Recruiting

This job is no longer available.

Our client is a 30 year, unparalleled leader in real estate investment advisory services. They offer advice and insight to investors trying to execute the best possible public and private real estate capital allocation decisions. Naviga has partnered with them to identify a SalesAssociate to join their team in Dallas, TX.


Location: Dallas, TX

Key Notes/Company Details:

•Offering a fast-paced, team oriented environment

•Provide fantastic training, qualified prospect lists, ongoing managerial support, and a highly attractive leading product

•No limited geographical territory

•New business development – 50% inbound leads


•Develop and execute a detailed sales plan and achieve or exceed sales quota.

•Generate new revenue by company industry leading products (research, trading, and advisory services).

•Prioritize new opportunities and engage clients proactively on a daily basis.

•Sell the value of company products to prospects by articulating how our solutions meet their needs, improve the business process and address the gaps of alternative solutions. This will be accomplished through cold calling, consultative selling, and group presentations.

•Understand the value of company products and pricing as well as competitive offerings and articulate company benefits in a compelling manner

•Manage a sales pipeline and monthly sales forecast and track activities within the CRM application

•Work with an entrepreneurial mindset that demonstrates drive, initiative, energy and a sense of urgency in acquiring and serving clients.

•Turn client feedback into actionable strategies to drive new business, product development, and address competitive risks. Communicate effectively with sales team and product management.

•Work closely with colleagues across functions and business units to ensure cross-fertilization of ideas, best practices, and training.

•Become a FINRA Licensed Salesperson within 60 days on employment 



•2-5years of successful salesexperience in leading software, financial services, information services, commercial real estate or othertechnology-based companies. Business-to-businessexperience.

•Track record of achieving and exceeding sales quotas while closing new business

•Authorization to work in the United states for any employer, without sponsorship requirements

•Will be required to obtain the Series 65 license within 60 days of employment.

•A strong understanding of financial concepts and principles as they relate to clients’ needs


College Degree is required; minimum bachelor’s degree

Intangible Characteristics:

•Must be a self-starter (solid work ethic)

•Professional (high integrity)

•Hunter, strong new business development aptitude



•Health coverage – 100% paid for employee and family

•Dental- 100% covered for employee


•Life Insurance

•Pet Insurance

•Vacation time – 15 days

•Sick time – 6 days

•PTO – 5 days 

•401k plan plus match

$80K - $90K
$40K - $50K base, Benefits Listed in Job Description bonus