Investment Sales Representative

Investment Sales Representative

We are seeking a highly motivated and results‑driven Investment Sales Representative for a full‑time, hybrid position. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their investment goals. This role involves developing and maintaining client relationships, providing investment advice, and achieving sales targets.

• Develop and maintain a thorough understanding of our investment products and services.
• Identify potential clients and build relationships through networking, cold calling, and referrals.
• Conduct thorough financial assessments of clients to understand their investment needs and goals.
• Provide personalized investment advice and recommendations.
• Develop and present investment strategies to clients.
• Achieve individual sales targets and contribute to team goals.
• Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements.
• Prepare and submit regular sales reports and forecasts.

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Proven experience in investment sales, financial advisory, or a similar role.
• Strong understanding of financial markets and investment products.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build and maintain client relationships.
• Self‑motivated with a strong drive to achieve sales targets.
• Relevant certifications (Series 65, Series 66).

• Competitive salary and commission structure.
• Ongoing training and professional development opportunities.
• Supportive and collaborative work environment.
• Opportunities for career advancement.

At Desla Wealth Management, we strive to provide exceptional investment advisory services that prioritize our clients’ financial well‑being, foster long‑term growth, and uphold the highest standards of trust and transparency.

• 7000 Vista Dr Suite 193 West Des Moines IA 50266