Alexa Tuers
Denver,CO
Summary
Energetic and relationship-driven sales professional with Series 7 and 66 licenses, specializing in outbound prospecting, advisor engagement, and consultative selling. Skilled in building trust and delivering personalized investment solutions across mutual funds, SMAs, and ETFs. Proven ability to identify opportunities, overcome objections, and convert leads into loyal relationships. Deep understanding of advisor buying behavior, with a talent for translating product features into compelling value propositions. Proficient in CRM systems and data tools to prioritize outreach, analyze pipeline performance, and exceeding sales targets. Committed to driving revenue growth while ensuring exceptional client experience and retention.
Overview
3
3
years of professional experience
Work History
Internal Sales Associate
Shelton Capital Management
06.2024 - Current
Drive advisor engagement through high-volume outbound calling and targeted email campaigns, proactively uncovering opportunities and accelerating territory growth. Partner with external wholesalers to deliver tailored messaging to RIAs and wirehouse teams. Lead new client onboarding and expand advisor knowledge across Shelton’s mutual funds, SMAs, and active ETF's, translating complex strategies into digestible solutions that empower advisors to have informed, confident client conversations.
Brokerage Services Financial Representative
Charles Schwab
02.2023 - 06.2024
Effectively communicated complex financial products and services in a clear, client-friendly manner to enhance understanding and satisfaction. Executed high-value money movements and trade placements with precision. Resolved client issues efficiently while maintaining a strong focus on compliance and service excellence.
Education
Bachelor of Arts - Economics
University of Oregon
Eugene, OR05-2022
Skills
- Consistently exceed sales goals through strategic outreach and advisor engagement
- Develop and execute targeted sales strategies for mutual funds, SMAs, and ETFs
- Strong investment product knowledge; translate complex strategies into clear advisor solutions
- Build lasting advisor relationships to drive retention and growth
- Collaborate with external wholesalers to expand territory reach
- Clear, persuasive communicator skilled in objection handling and presentations
- Adaptable and solutions-oriented in fast-paced environments
Timeline
Internal Sales Associate
Shelton Capital Management
06.2024 - Current
Brokerage Services Financial Representative
Charles Schwab
02.2023 - 06.2024
Bachelor of Arts - Economics
University of Oregon