Internal Wholesaler

Position: Internal Wholesaler

Note: This is an ideal career opportunity for a Financial Advisor that wants to pivot away from retail Sales. This position is NOT an all commission position. This IS a base salary plus incentives opportunity.

• Develop and maintain relationships with existing financial advisors to sell financial products.
• Work as a partner with the external wholesaler to implement a business plan sales strategy.
• Make proactive marketing calls within the territory focusing on all levels of sales.
• Convey sales ideas with targeted financial advisors.
• Document information in the CRM system from conversations with financial advisors.
• Creates daily Sales Plan, prioritizing and managing workload.
• Deliver effective presentations promoting the firms’ products and services.
• Assist with any projects or events implemented in to drive product sales.

SPECIFIC QUALIFICATIONS:

• Bachelor’s degree with 1-5 years of related experience.
• FINRA Series 7 and 63.
• Ability to thrive in a fast-paced environment.
• Proficiency in MS Outlook and CRM systems.
• Outstanding written and verbal communication skills and a passion for sales.