What are the responsibilities and job description for the Internal Sales Manager position at Global Accounting Network?
About Global Accounting Network
As a leading financial services firm, we pride ourselves on empowering financial intermediaries with innovative investment solutions. Our collaborative, dynamic, and growth-oriented work environment fosters a sense of community among our team members. By joining us, you'll have the opportunity to work alongside industry experts, develop your career, and make a meaningful impact in the financial services sector.
Our Mission
We're dedicated to helping our clients achieve their goals through strategic partnerships and exceptional service. Our team is passionate about staying ahead of the curve, embracing new ideas, and pushing the boundaries of what's possible.
Why Choose Us?
- Industry Expertise: Our team consists of experienced professionals who are well-versed in the latest trends and regulations.
- Collaborative Culture: We value open communication, teamwork, and mutual respect.
- Career Growth Opportunities: We're committed to supporting our employees' professional development and advancement.
- Competitive Benefits Package: Including health, dental, and vision insurance, 401(k) matching, and generous paid time off.
Job Summary
We're seeking an experienced Senior Internal Wholesaler to join our team. As a key member of our sales efforts, you'll partner closely with our Regional Senior Vice President (External Wholesaler) to drive business growth within a designated territory. This is an exciting opportunity for a motivated, sales-driven individual to build a rewarding career in financial services.
Key Responsibilities
- Develop and Execute Business Plans: Collaborate with your External Wholesaler partner to create annual business plans, track progress, and report on performance.
- Lead Generation: Identify and qualify leads through outbound calls, emails, and other communication channels.
- Sales Support: Schedule introductory meetings for your External Wholesaler partner and provide follow-up support as needed.
- Presentation Skills: Deliver engaging company and product presentations to prospective clients.
- Record Keeping: Maintain accurate records of territory activities and sales pipelines in our CRM system.
- Business Analysis: Assist in creating ad hoc reports and analyzing sales data to inform strategic decisions.
- Travel Requirements: Attend industry conferences, trade shows, and sales meetings as required (less than 10% travel).
Requirements
- Results-Driven Individual: 2-5 years of experience in sales, customer service, or a related field.
- Exceptional Communication Skills: Strong phone skills, ability to build rapport, and trust with clients.
- Organizational Skills: Ability to manage multiple priorities effectively.
- Self-Starter: High energy, creativity, and a competitive drive to succeed.
- CRM Proficiency: Familiarity with CRM systems and a willingness to learn about the financial services industry.
- Collaborative Mindset: Ability to thrive in a fast-paced, team-oriented environment.
Qualifications
- Bachelor's Degree: In Business, Finance, or a related field.
- Licenses: FINRA Series 7 and/or 22, and 63/66 licenses (or willingness to obtain within a specified timeframe). SIE certification (if applicable).
Perks and Benefits
- Competitive Salary: With performance-based incentives.
- Comprehensive Benefits: Including health, dental, and vision insurance, 401(k) matching, and generous paid time off.
- Professional Development: Opportunities for growth and career advancement.
- Inclusive Culture: A supportive and inclusive workplace culture that values work-life balance.
How to Apply
If you're a motivated, sales-focused professional looking to take the next step in your career, we'd love to hear from you. Join our team and be part of a company that values your growth, well-being, and success.
