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Become An Adviser Sales

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Working As An Adviser Sales

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $71,550

    Average Salary

What Does An Adviser Sales Do At Goldman Sachs & Co.

* Work both collaboratively and independently with sales managers and other GSAM business groups to translate strategic initiatives into well structured, implementable projects
* Engage and partner with the broader sales force to understand needs.
* Uncover new ways that tools and resources can be applied to enable Sales Team’s execution
* Collaborate and coordinate with GSAM support teams, with a particular emphasis on Technology, Strats, and Data Vendors in support of strategic objectives
* Conduct and package analysis on both GSAM sales and broader industry sales trends
* Provide day to day support to the Americas Client Business in managing relationships within key infrastructure areas, including Sales Technology, Sales Attribution, TPD Strats, IMD Digital, and IMD Communications

What Does An Adviser Sales Do At Dell

* Manages operational support to maximize sales force productivity and continually improve ongoing reporting and analysis processes through simplification and automation.
* Facilitates product and sales information flow through detail analysis of disparate data across multiple business units.
* Drives sales operations process improvements based upon tangible data.
* Researches data discrepancies across sales opportunities, and delivers solutions working cross-functionally to resolve.
* Liaises between the Product BU and Sales organizations; may serve as primary interface with other internal functions, based on BU and/or product management requirements.
* May be responsible for influencing sales behavior and capabilities.
* Collaborate with business users in the design, development, and deployment of new or improved application processes
* Forecasts, models, and utilizes advanced analytical tools
* Develop understanding of business issues and data challenges of the organization and industries

What Does An Adviser Sales Do At American Energy Care/Sola

* Confirm and Conduct 10+ appointments/week
* Close 30%
* of appointments
* Managing the pipeline of appointments
* Develop qualified referrals and sales opportunities
* Generate your own leads through various strategies
* Ensure all contract paperwork is 100% complete
* We are looking for motivated producers.! Apply if you are an overachiever! If you are average you can earn $75k, if you are a star you can earn $200k.
* Come build an empire and a long term opportuity within our company! We are in the solar industry but we don’t hire only backgrounds, we hire people who can learn and be a part of a positive, long time loyal culture building the best in a fast paced industry where you earn money, and help the people you are working with!
* The ideal candidates have the following traits:
* Ambition
* Confidence
* Ability to face rejection
* Establishing rapport
* Qualifying skills
* Ability to create desire in others
* Closing skills
* Time management
* Presentation skills
* Strategic thinking
* Market knowledge
* Self-improvement

What Does An Adviser Sales Do At S A Comunale Company Inc.

* Include the following.
* Other duties may be assigned.
* Prospecting for new customers by cold calling and visiting client sites.
* Tracking activity in our CRM system and scheduling follow up tasks (Salesforce).
* Accurately gathering and cataloguing of new client contact and equipment information.
* Performing site visits at client facilities to assess needs.
* Providing quotes for new clients in a timely manner using our CRM system.
* Correctly transferring sales information to inspection department.
* Ensure all tasks and leads are followed up on in a timely manner.
* Attend networking events and social marketing events to gain contacts.
* Work seamlessly with Senior Sales Representatives on large accounts

What Does An Adviser Sales Do At 24 Hour Fitness, Inc.

* Build community ties using company provided tools/programs. (i.e., Community outreach/Local Promotions, Corporate Sales on-sites)
* Create new business internally through member promotions, referrals and the dissemination of guest passes
* Create new business externally through outside promos (hot spot mini promos and planned events)
* Reach out to potential members by phone and set appointments for potential new business
* Promote specials to current and future guests
* Complete agreements and manage daily planner/leads
* Successfully attain personal revenue targets
* Tour potential members through the club and connect the guest to the facility, equipment, services and amenities
* Understand how 24 Hour Fitness’s products/services will satisfy the potential member’s needs
* Ask questions, build rapport and earn the right to help the potential member find the path to reach their goal
* Communicate professionally and authentically and find what holds the highest value to the potential member on a personal level
* Effectively and professionally enroll guests using 24 Hour Fitness sales techniques and protocol
* Adhere to specific Membership Agreement Procedures (MAP) when enrolling members and guests
* Follow up with members that have enrolled to ensure we are exceeding expectations
* Provide the highest level of customer service possible when communicating and interacting with guests
* Assist in maintaining a clean and operational facility

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How To Become An Adviser Sales

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Adviser Sales jobs

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Adviser Sales Career Paths

Adviser Sales
Department Supervisor Operations Manager General Manager
Account Manager
5 Yearsyrs
Security Officer Technician Service Manager
Branch Manager
6 Yearsyrs
Home Health Aid Driver Branch Manager
Branch Sales Manager
6 Yearsyrs
Sales Manager General Manager
District Manager
7 Yearsyrs
Security Officer Account Manager Account Executive
District Sales Manager
7 Yearsyrs
Sales Manager Operations Manager
General Manager
7 Yearsyrs
Account Manager Sales Manager
General Sales Manager
8 Yearsyrs
Operations Manager Sales Consultant
Internet Sales Manager
6 Yearsyrs
Service Advisor Delivery Driver Account Manager
Major Account Manager
7 Yearsyrs
Service Advisor Service Manager Account Manager
National Account Manager
8 Yearsyrs
Project Manager Product Manager Regional Sales Manager
National Sales Director
10 Yearsyrs
Department Supervisor Office Manager
Operations Manager
7 Yearsyrs
Project Manager General Manager Account Manager
Regional Accounts Manager
8 Yearsyrs
Operations Manager Branch Manager Account Manager
Sales Account Manager
6 Yearsyrs
Visual Merchandiser Merchandiser Account Manager
Sales Manager
5 Yearsyrs
Senior Sales Representative Account Manager Account Executive
Senior Sales Executive
9 Yearsyrs
Visual Merchandiser Interior Designer Sales Manager
Senior Sales Manager
7 Yearsyrs
Home Health Aid Security Officer Account Manager
Territory Account Manager
8 Yearsyrs
Account Manager Account Executive
Territory Manager
7 Yearsyrs
Senior Sales Representative Account Executive Sales Manager
Territory Sales Manager
7 Yearsyrs
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Adviser Sales Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Chinese

  • German

  • Mandarin

  • Arabic

  • Portuguese

  • Vietnamese

  • Italian

  • Korean

  • Swedish

  • Russian

  • Japanese

  • Cantonese

  • Hmong

  • Bosnian

  • Greek

  • Carrier

  • Serbian

  • Croatian

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Adviser Sales

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Adviser Sales Education

Adviser Sales

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Real Adviser Sales Salaries

Job Title Company Location Start Date Salary
Advisor-Global Marketing and Sales Capabilities Eli Lilly and Company Indianapolis, IN Sep 15, 2010 $150,796
Solution Sales Advisor Vodafone Global Enterprise, Inc. New York, NY Sep 16, 2013 $111,800 -
Member Advisor (Product Specialist), Sales & Marke The Corporate Executive Board Company Chicago, IL Feb 02, 2010 $92,600
Sales Support Advisor Dell USA LP Round Rock, TX Jul 29, 2010 $70,205
Associate, Trade Advisor, Transaction Banking Sale Standard Chartered Bank New York, NY Aug 26, 2016 $65,000 -

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Top Skills for An Adviser Sales


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Top Adviser Sales Skills

  1. Indirect Customer Service
  2. New Sales Advisors
  3. Costco Wholesale
You can check out examples of real life uses of top skills on resumes here:
  • Provided excellent direct and indirect customer service on the floor, in the fitting room and at the cash point.
  • Trained new sales advisors with Lexus product knowledge, demonstrations, presentations, and the sales process.
  • Conducted roadshows by promoting Costco Wholesale products to customers.
  • Supported the sales floor to drive sales by directly interacting with customers while helping them get the look.
  • Provided customer input concerning products, which ultimately assisted buyer in selecting items to purchase for department.

Top Adviser Sales Employers

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Adviser Sales Videos

How to become a Successful Financial Advisor

Personal Financial Advisor Career Information : Personal Financial Advisor Salary

A Day in the Life of a Financial Advisor