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Investment Sales Rep Jobs (NOW HIRING)

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot: This position supports the ... here are representative of those the employee will encounter while performing the essential ...

Lee & Associates of Eastern Pennsylvania

$10.25 - $14/hr

Represent principals in acquisitions and dispositions of real property assets * Identify new ... investment sales and/or capital markets within the commercial real estate industry * Strong ...

Northmarq

Senior Investment Sales Broker

Portland, OR · On-site

This individual will become a top investment sales producer who wants to take their production to the next level. Our unique, entrepreneurial approach to building and supporting teams allows our ...

Northmarq

Senior Investment Sales Broker

Portland, OR · On-site

This individual will become a top investment sales producer who wants to take their production to the next level. Our unique, entrepreneurial approach to building and supporting teams allows our ...

Northmarq

Senior Investment Sales Broker

Portland, OR · On-site

This individual will become a top investment sales producer who wants to take their production to the next level. Our unique, entrepreneurial approach to building and supporting teams allows our ...

CBRE

Senior Investment Sales Analyst

Denver, CO · On-site

$90K - $119K/yr

You will be supporting a national investment sales team that represents investors in the selling of retail commercial real estate. What You'll Do: * Oversee the underwriting process from start to ...

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

About Trainwell Trainwell is a premier sales training and coaching platform built exclusively for ... Series 6 (Investment Company/Variable Contracts Products Representative) - Required. Series 63 ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

About Trainwell Trainwell is a premier sales training and coaching platform built exclusively for ... Series 6 (Investment Company/Variable Contracts Products Representative) -- Required. Series 63 ...

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Investment Sales Rep information

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$76.7K

$141.5K

How much do investment sales rep jobs pay per year?

As of Sep 10, 2026, the average yearly pay for investment sales rep in the United States is $76,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $93,000.00 per year, depending on experience, location, and employer.

What does an investment sales rep do?

An Investment Sales Representative is a financial professional who sells investment products, such as stocks, bonds, mutual funds, and other securities, to clients. They assess clients’ financial needs and goals, recommend suitable investment options, and help manage investment portfolios. These professionals often work for banks, brokerages, or investment firms and must stay updated on market trends and regulations. They also provide ongoing support and advice to help clients make informed financial decisions.

What are the key skills and qualifications needed to thrive as an investment sales rep?

To thrive as an Investment Sales Rep, you need a strong background in finance, sales acumen, and knowledge of investment products, often supported by a bachelor's degree and relevant licenses such as Series 7 and 63. Familiarity with CRM software, financial analysis tools, and trading platforms is typically required. Excellent communication, negotiation, and relationship-building skills help set top performers apart in this client-facing role. These competencies are vital for building trust, meeting sales targets, and ensuring clients receive suitable investment solutions.

What are some common challenges faced by investment sales reps when building their client base?

Investment Sales Reps often face the challenge of establishing trust and credibility with new clients, especially in a highly competitive financial services industry. Building a robust client base typically requires persistent networking, cold-calling, and following up on leads, which can be time-consuming and sometimes discouraging. Additionally, staying up-to-date with market trends and regulatory changes is essential to provide clients with informed advice and maintain long-term relationships. Overcoming these challenges often involves leveraging mentorship, ongoing training, and utilizing technology to streamline prospecting and client management processes.

How to get into investment sales?

To become an investment sales representative, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining sales experience, developing strong communication skills, and obtaining relevant licenses such as the Series 7 and Series 63 are often required to succeed in the role.

What are popular job titles related to Investment Sales Rep jobs?

For Investment Sales Rep jobs, the most frequently searched job titles are:

Infographic showing various Investment Sales Rep job openings in the United States as of September 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $76,681 per year, or $36.9 per hour.

Investment Sales Associate

Southlake, TX • On-site

Trinity Investors
Investment Management and Consulting Services • 11 - 50 employees
Learn more about Trinity Investorsexternal

$13.25 - $18/hr

Full-time

Re-posted 23 days ago

Job description

Investment Sales Associate FLSA Status: Exempt Position Snapshot:
This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors.
Essential Functions:
  • Report directly to Client Relations Manager
  • Serves as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationships
  • Work closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategies
  • Service investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company image
  • Utilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activity
  • May travel 2-3x/year to visit investments and attend investor events, occasionally out of state
  • Note: The duties of this position do not involve cold calling
Required Qualifications, Education, and Experience:
  • Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject
  • 3+ years of applicable work experience with progressively increased responsibilities in business development or relationship management
  • Have showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationships
  • Strong working knowledge of finance and private equity
  • Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
  • Self-motivated, high energy, goal-oriented
  • Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
  • Licensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similar
  • Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity
  • Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions
Preferred Qualifications:
  • Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
  • Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
  • Ability to multitask and prioritize deadlines across several projects with different managers
  • Self-starter; able to identify "what's next" and make meaningful progress with little oversight or structure
  • Familiarity with JuniperSquare and HubSpot or similar CRM tool, such as Salesforce
Supervisory Responsibilities
  • None
Work Environment, Physical Factors, and Other Special Requirements
The work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Work is performed in an office environment and the noise level is moderate.
To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Must be able to exchange information in person, in writing, and via telephone. Ability to maintain regular, punctual in-office attendance consistent with the Americans with Disabilities Act (ADA) and other federal, state, and local standards is required for teamwork, face-to-face interaction with co-workers/investors, and operating required office technology and equipment. The employee may work extended hours, outside of regular shift schedule, as required by operational needs.
Trinity Investors may require the employee to perform duties outside of their job description to meet business and operational needs. This job description is not intended to be an all-inclusive list; other duties may be assigned at any time, with or without notice.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties of the position by contacting the Human Resources Department.

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