CFRA provides independent and actionable research and analytics to our global subscribers to improve their investment and business decisions. Our vision is to be the most trusted global independent investment research provider. CFRA has employees around the world and is currently looking for someone to join our team in the US.

The Sales Representative at CFRA will be responsible for generating revenue through the addition of new clients. They will be responsible for identifying new, potential CFRA clients by proactively presenting CFRA’s leading forensic accounting, equity research, analytics and advisory services, and working in collaboration with teammates to drive continued adoption of CFRA’s products and services.

Key Responsibilities

  • Establish relationships with prospective clients
  • Identify contacts to increase awareness of CFRA, engage them to share business issues and key projects, deliver CFRA solutions to meet needs and add value to their investment process
  • Collaborate with team members to retain and grow existing client relationships

Goals and expectations:

  • Tight coordination and collaboration with Research, Sales and Account Management teams
  • Prospect into new clients through active relationship development (in-person meetings, virtual meetings, phone dialogues, digital marketing, etc.) to establish and retain rapport
  • Proactively summarize and pitch to prospects CFRA’s research and data offerings, presenting with professionalism, poise, and confidence
  • Achieve sales targets for defined territory, with enthusiasm to surpass goals
  • Maintain a high level of activity to build a strong pipeline
  • Help drive attendance to CFRA events
  • Passion to continue growth through continuous training

Key performance metrics for the role include establishing relationships with new prospective clients, achieving sales targets, and continuously building CFRA’s brand and reputation. Candidates should be comfortable articulating the value of our research and services to clients.

Desired Skills and Experience

Candidates must have a clear track record of excellence in several categories, including achievement of sales goals, teamwork, professionalism, communication, organization, and client service. Candidates should also possess:

  • Bachelor’s degree
  • 3+ years of demonstrated selling success; experience selling ETF services and solutions both in-person and telephonically a plus
  • Experience with a defined sales process
  •  Ability to build strong and lasting relationships with key decision makers in target firms, and keeping them through the rapport you built with them
  • Ability to work well independently and be self-motivated to complete tasks, hit and
  • Keen interest in financial research, investment analysis, data, and knowledge of accounting
  • Strong passion for persuasion, especially around complicated and intellectually challenging issues
  • Superior verbal, nonverbal, and written communication skills
  • Demonstrated ability to read and understand people

More broadly, we seek bright, positive, and flexible people who:

  • Act with the highest integrity and professionalism in all their endeavors
  • Lead others to do the same to reach common goals
  • Have creative and entrepreneurial mindset; are interested in helping to build a business and to be compensated according to performance
  • Have demonstrated ability and initiative to handle increasing responsibility over time

Source: for more information click here.

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