What are the responsibilities and job description for the Financial Services Internal Wholesaler position at Zentech Consulting?
Company Description
Our client is a private firm with an independent charter, focused on doing what’s right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.
Job Description
As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.
Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory
• Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)
• Exhibit deep knowledge of investments and investment concepts
• Deliver effective presentations to promote the Company
• Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.
Qualifications
• Bachelor's degree preferred
• FINRA 6, 63, 65 required for this position
o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire
o MUST pass the FINRA licensing exam for the 65 within 3 attempts
• 2 years of direct sales experience
• Clear and concise communication with an expertise in adapting to different audiences
• Ability to articulate specific sales strategy and process
• Well-organized with acute attention to detail
Additional Information
All your information will be kept confidential according to EEO guidelines.
