Sales Consultant

KKR
United States
Workplace: OnsiteFull timeUSD 58,000+ annuallyFunction: SalesEducation: bachelorsSkills: ["Communication","Analytical mindset","Initiative","Accountability","Teamwork"]

Serve as a front-line sales support point of contact for inbound broker and advisor inquiries, helping financial advisors understand and position KKR retirement product offerings. Build client-ready materials, create customized web-based hypothetical illustrations, and ensure compliance with up-to-date marketing and sales information. Track interactions in Salesforce, coordinate with home office and field wholesalers, and contribute to sales initiatives and onboarding as you progress through a defined sales career path.

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KKR
KKR
1 day ago

Sales Consultant

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Serve as a front-line sales support point of contact for inbound broker and advisor inquiries, helping financial advisors understand and position KKR retirement product offerings. Build client-ready materials, create customized web-based hypothetical illustrations, and ensure compliance with up-to-date marketing and sales information. Track interactions in Salesforce, coordinate with home office and field wholesalers, and contribute to sales initiatives and onboarding as you progress through a defined sales career path.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Serve as a primary point of contact for inbound broker and advisor inquiries.
  • •Provide sales support on product features, benefits, and competitive positioning of retirement solutions.
  • •Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios.
  • •Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials.
  • •Document all client interactions in Salesforce and act as a liaison between the home office and field wholesalers.

Pay and Benefits

Salary: USD 58,000 annually

Key Requirements

  • •Bachelor's degree.
  • •Strong verbal and written communication skills to explain complex concepts clearly.
  • •Analytical mindset to understand and respond to advisor needs.
  • •Genuine interest in financial services, capital markets, and retirement planning.
  • •Must successfully obtain SIE, Life and Health, Series 63 and Series 7 licenses in the first 120 days of employment.
Experience:Financial servicesCapital marketsRetirement planning
Education:Bachelor's
Skills:CommunicationAnalytical mindsetInitiativeAccountabilityTeamwork
Certifications:SIELife and HealthSeries 63Series 7
Tech Stack:Salesforce

Company Brief

KKR
Global investment firm providing alternative asset management and capital markets services across private equity, credit, real assets, and hedge funds, serving institutional and private clients worldwide.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1976
WebsiteLinkedIn