Demo

Senior Internal Wholesaler

Global Accounting Network
Laguna Niguel, CA Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 4/24/2025

Sales Performance Manager

Our company is a leading financial services firm dedicated to empowering financial intermediaries with innovative investment solutions. We pride ourselves on fostering a collaborative, dynamic, and growth-oriented work environment.

Key Responsibilities:

  • Develop and execute an annual business plan in collaboration with your partner, regularly reporting on progress and performance.
  • Proactively identify and qualify leads through outbound calls, emails, and other communication channels.
  • Maintain accurate and up-to-date records of activities and sales pipelines in the CRM system.
  • Assist in creating ad hoc reports and analyzing data to inform strategic decisions.

Requirements:

  • A results-driven individual with 2-5 years of experience in sales or a related field.
  • Exceptional phone and communication skills, with a proven ability to build rapport and trust with clients.
  • Strong organizational skills and attention to detail, with the ability to manage multiple priorities effectively.
  • Proficiency in CRM systems and a willingness to learn about the financial services industry.

Perks and Benefits:

  • Competitive salary with performance-based incentives.
  • Comprehensive health and wellness benefits, including gym membership reimbursement.
  • Opportunities for professional development and career advancement.

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Job openings at Global Accounting Network

Global Accounting Network
Hired Organization Address Laguna Niguel, CA Full Time
About Global Accounting Network We're a global financial services firm dedicated to empowering financial intermediaries ...
Global Accounting Network
Hired Organization Address Laguna Niguel, CA Full Time
About Global Accounting Network We're a global leader in financial services, dedicated to empowering financial intermedi...
Global Accounting Network
Hired Organization Address Laguna Niguel, CA Full Time
About Global Accounting Network We're a leading financial services firm dedicated to empowering financial intermediaries...
Global Accounting Network
Hired Organization Address Laguna Niguel, CA Full Time
About Global Accounting Network As a leading financial services firm, we pride ourselves on empowering financial interme...

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