Sales Analyst

July 19

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Greenbacker

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Empowering a sustainable world by connecting individuals and institutions with investments in clean energy.

Renewable Energy Projects • Solar Energy Projects • Wind Energy Projects • Co-Generation Projects • Energy Efficiency

51 - 200

Description

• Execute sales strategy consistent with the Company’s sales goals. • Actively work with team to increase productivity and efficiency • Actively work with the team to maintain and expand on team resources. • Assisting existing and prospective Advisor relationships • Servicing inbound due diligence requests. • Fielding operational and service-related requests. • Identify and actively aid in converting prospects into producers. • Utilize and maintain Greenbacker Capital’s CRM system (Salesforce) to create and maintain up to date information on target audience.

Requirements

• Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field. • 1 year + of experience in financial services industry. • Must have the ability to work in a challenging and collaborative environment. • Possess excellent oral and written communication skills. • Possess excellent interpersonal and customer service skills. • Proven ability to pay attention to detail. • Ability to execute efficiently and reliably with excellent time management skills. • Ability to represent the firm professionally with internal and external contacts. • Skills in Microsoft office suite and Salesforce. • Securities licensed preferred (Series 7 & 63, etc.) • Knowledge of or experience in environmental studies or sustainable investing a plus.

Benefits

• Medical: Insperity/ 5 United Health Care options (3 PPO’s and 2 High Deductible Health Plans) / 100% employer paid for employee; 50% employer paid for spouse and children • Dental: Guardian – two options / 100% employer paid for employee; 50% employer paid for spouse and children • Vision: Guardian / VSP – two options / 100% employee paid • Life and AD&D: Unum / 100% employer paid / 2 times annual up to $700K • Short term disability: Unum / 100% employer paid / 60% base; $1,500 weekly max • Long term disability: Unum / 100% employer paid / 60% base; $15,000 monthly max • Retirement: Insperity ~ various stock, bond and lifestyle fund options / 50% match up to 6% of salary • Other: Medical and dependent care / Health Savings Accounts / Pre-tax commuter benefits / 20 days paid time off & 7 sick days, Modern Health: 24/7 access to Coaching and Therapy sessions for employees' and dependents