Sales/Distribution Professional

Job Detail

Experience Level Senior
Degree Type Bachelor of Science (BS)
Employment Full Time
Working Type Hybrid
Job Reference 0000008687
Salary Type Annually
Industry Banking
Selling Points
Join a leading firm in the wealth management industry as a Sales/Distribution Professional, where you’ll have a unique opportunity to make a significant impact and contribute to the firm’s overall success.

Key Responsibilities:

Internal Wholesaler:
- Support the sales team by providing product knowledge, market insights, and operational assistance to advisors and clients.
- Conduct outbound calls and follow up with leads to generate interest in investment products and services.
- Prepare sales materials and presentations to effectively communicate the value proposition to advisors and stakeholders.
- Track and analyze sales data, identifying trends and opportunities for growth.
External Wholesaler:
- Develop and maintain relationships with financial advisors, broker-dealers, and other distribution partners to drive sales of investment products.
- Conduct in-person meetings, presentations, and training sessions to educate clients about product offerings and market strategies.
- Collaborate with marketing and product development teams to create effective sales strategies and materials.
- Monitor industry trends and competitor activities to identify new business opportunities.

Qualifications:

Bachelor’s degree in finance, business, marketing, or a related field; relevant certifications (e.g., FINRA Series 7, 63) are a plus.
10+ years of experience in sales, distribution, or wholesaling within the financial services industry specifically Wirehouse and Private Banking
Proven track record of meeting or exceeding sales targets and building strong client relationships.
Strong knowledge of investment products and financial markets.
Excellent communication, presentation, and negotiation skills.
Ability to work independently as well as collaboratively within a team.