Registered Representative (Financial Sales/Account Manager)

Key responsibilities include:

Investor Management & Business Development

Cultivate and manage relationships with a portfolio of existing Israel Bonds investors
Identify and engage new investors through proactive outreach and networking
Solicit and close individual, institutional, and organizational investments in Israel Bonds
Provide exceptional stewardship and ongoing engagement to investors

Event Planning & Community Engagement

Plan and execute impactful events that inspire and connect individuals to Israel Bonds
Represent Israel Bonds at regional events in Philadelphia and across Pennsylvania
Work collaboratively with lay leaders to strengthen engagement and sales efforts

Sales Strategy & Performance Tracking

Consistently track and report progress toward sales and engagement goals
Develop and execute creative strategies to expand investor participation
Work cross-functionally with internal teams to ensure strategic alignment and efficiency

QUALIFICATIONS & SKILLS

Proven success in sales, fundraising, or financial services, with a strong track record of meeting and exceeding goals
Passion for Israel and a deep understanding of its history and current geo-political landscape
Exceptional relationship-building skills and the ability to engage and steward investors and community leaders
Strong communication and presentation skills with the confidence to solicit and close investments
Highly self-motivated and results-oriented, with a proactive and entrepreneurial mindset
Collaborative team player with the ability to engage effectively with colleagues, lay leaders, and investors
Ability to plan and execute high-impact events that drive engagement and investment
Previous FINRA certifications (SIE, Series 7, Series 63) a plus; training and support provided if not yet obtained

EDUCATION

Bachelor’s degree required

LOCATION & OTHER REQUIREMENTS

Based in Lower Merion, PA with regional travel as needed
Hybrid work environment (Four days per week in office)
Ability to work nights and weekends as needed to support events and investor outreach