Internal Wholesaler

Overview

• Collaborate with Advisor Consultants to enhance client relationships and achieve sales goals within assigned territories.
• Engage with financial advisors through proactive communication to assess needs and provide tailored investment solutions.
• Develop and execute strategic sales plans to maximize opportunities efficiently and effectively.
• Gain comprehensive knowledge of focus products and deliver impactful presentations to prospective clients.
• Maintain consistent follow-up to build rapport, sustain interest, and manage advisor relationships effectively.
• Utilize CRM tools to log daily activities and ensure seamless communication with external stakeholders.
• Focus on achieving sales targets through meticulous scheduling, follow-ups, and prospecting activities.
• Support advisors in growing their business by delivering valuable insights and resources.

Key Responsibilities & Duties

• Partner with Advisor Consultants to maintain and expand client relationships within designated territories.
• Proactively engage advisors via phone and email to assess needs and offer solutions.
• Implement sales plans to capture opportunities efficiently and cost-effectively.
• Present focus products and value-added materials to prospective clients effectively.
• Conduct thorough follow-ups to establish rapport and sustain client interest.
• Profile advisors to provide tailored solutions for their business growth.
• Deliver sales literature and collateral to facilitate sales processes and enhance advisor relationships.
• Log daily activities into CRM systems to ensure seamless communication and tracking.
• Maintain focus on achieving sales goals through structured scheduling and prospecting.

Job Requirements

• Bachelor’s degree in business, economics, finance, or a related field.
• Series 7 and 63 FINRA licenses are mandatory for this position.
• 1-2 years of experience in the financial services industry, preferably in a sales-related role.
• Strong communication skills and perseverance to achieve sales targets.
• Excellent interpersonal skills and ability to work collaboratively in a team environment.
• Knowledge of financial markets and basic economic principles.
• Proficiency in CRM systems and ability to log activities effectively.
• Exceptional planning and organizational skills to manage multiple tasks efficiently.
• Daily attitude of gratitude, humility, and respect for peers and the firm.