Internal Wholesaler

Overview

• Serve as an Investment Specialist within the Intermediary Sales Department, driving mutual fund sales and fostering client relationships.
• Collaborate with Regional Directors to develop business plans and achieve corporate objectives.
• Utilize consultative sales techniques to influence Financial Advisor decisions and grow client portfolios.
• Engage in proactive outreach to assigned territories for prospecting and relationship development.
• Become a product specialist, articulating firm and product information effectively.
• Leverage CRM systems for research, activity logging, and competitive analysis.
• Participate in limited travel and attend relevant conferences.
• Work in a collaborative environment to support sales and client service goals.

Key Responsibilities & Duties

• Develop and deepen relationships with Financial Advisors through consultative sales approaches.
• Partner with Regional Directors to manage territories and drive sales objectives.
• Conduct proactive telephone calls for prospecting and relationship building.
• Respond to inbound calls and convert them into sales opportunities.
• Articulate investment philosophies and product details to clients effectively.
• Utilize CRM systems for tracking activities and conducting competitive analysis.
• Prioritize and manage workloads efficiently in a fast-paced environment.
• Collaborate with team members to achieve sales and client service targets.

Job Requirements

• Bachelor’s Degree in a relevant field is required.
• Minimum of 2 years of experience in the financial services industry.
• Series 7 and 63 and/or 66 certifications are mandatory.
• Proficiency in Microsoft Word, Excel, and CRM systems like Salesforce.
• Strong relationship-building and consultative sales skills.
• Ability to multitask and perform under pressure in high-volume settings.
• Excellent written and verbal communication skills.
• Willingness to engage in limited travel and attend conferences.