What are the responsibilities and job description for the Internal Wholesaler position at Confidential?
Purpose of the Position
The Internal Wholesaler plays a key role within the Company’s distribution organization helping to drive sales and build relationships with Financial Professionals selling ETFs and mutual fund products. Partnering with the External Wholesaler, the Internal Wholesaler will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales goals.
Includes the following; other duties may be assigned as needed:
▪ Develop relationships with Financial Professionals and drive awareness of products through outbound calls and email.
▪ Respond to inbound product and sales calls.
▪ Proactively sell ETFs, mutual funds, and SMAs.
▪ Partner with External Wholesaler to retain assets and uncover new business within the territory.
▪ Effectively manage a territory rotation.
▪ Assess the needs of clients by asking targeted questions in order to recommend appropriate solutions across multiple product lines.
▪ Support the External Wholesaler in the development and execution of a strategic business plan helping to drive business within the territory.
Requirements:
▪ Bachelor's Degree
▪ Series 7 and 63 licenses with clean U-4.
▪ Minimum of 1 year prior experience in a financial services sales role.
Compensation: $65-75k base monthly performance bonus commission ($120-150,00” OTE)
Salary : $65,000 - $75,000
