What are the responsibilities and job description for the External Wholesaler position at smarttrust?
External Wholesaler
If you are a highly motivated individual and looking to join a vibrant growing company, SmartTrust® may be the right choice for you.
Overview
SmartTrust® is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high quality growth and income investments to help meet the growing needs of today’s demanding investors and financial advisors. We are headquartered just outside of NYC, in Parsippany, NJ and deposited our first UIT in 2003. We had substantial growth in 2020 with 2021 being our best sales year to date. As of December 2022, UIT assets under management were just under 2 billion. For more information about SmartTrust®, please visitwww.smarttrustuit.com.
We are searching for an experienced External Wholesaler to expand our experienced team. The primary role of the External Wholesaler is to partner with their internal wholesaler and other staff to build strong selling relationships with Financial Professionals. You are responsible for raising assets in your assigned territory given our ever-expanding suite of Unit Investment Trusts (UITs).
Responsibilities
- Develop relationships with Financial Advisors through meetings and outbound calls
- Assist financial professionals to find solutions to their client’s financial concerns and goals
- Partner with an experienced internal sales force to grow regional and national footprint
- Respond knowledgably to inbound product, sales and service requests
- Build and maintain strong partnerships with key decision makers including senior management to grow and build your region and business
- Participate in sales idea roundtable discussions and feedback sessions.
- Track prospect and existing relationships through a sales process using the organization's internal Customer Relationship Management platform.
- Work with internal wholesaler to establish an effective advisor meeting schedule
- Establish and maintain strong relationships with individual investment advisors while providing sales support
- Help investment advisors increase their business by updating them on current marketing materials, generating and communicating sales ideas and informing them of upcoming webinars/seminars in their area.
Qualifications
- Bachelor's degree or equivalent combination of education/experience
- Series 7 license
- 3 years of wholesaling experience preferred
- Strong financial industry and capital markets knowledge
- Strong customer relationship management and servicing skills
- Strong verbal communications skills and the ability to present effectively over the phone combined with strong written communication skills.
- A genuine desire to help others on the team and those to whom you are selling
- Excellent interpersonal, relationship management and organizational skills
- Enthusiastic and results-oriented
- Ability to prioritize work in a fast-paced environment
Benefits
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
SmartTrust® is a division of Hennion & Walsh Inc. Member FINRA, SIPC
