Internal Wholesaler

Overview

• Drive impactful sales strategies and foster strong advisor relationships in a hybrid role within the financial services industry.
• Collaborate with Advisor Consultants to deliver tailored investment solutions and achieve sales objectives.
• Engage proactively with financial advisors to understand their needs and provide strategic insights.
• Develop expertise in investment products and deliver compelling presentations to clients.
• Utilize CRM tools to maintain seamless communication and track activities effectively.
• Contribute to the growth of advisor businesses by offering valuable resources and insights.
• Achieve sales targets through structured planning, follow-ups, and prospecting activities.
• Participate in a dynamic, client-focused environment that fosters professional growth.

Key Responsibilities & Duties

• Collaborate with Advisor Consultants to maintain and expand client relationships within assigned territories.
• Engage financial advisors through proactive communication to assess needs and offer tailored solutions.
• Implement strategic sales plans to maximize opportunities efficiently and effectively.
• Deliver impactful presentations on investment products to prospective clients.
• Conduct thorough follow-ups to build rapport and sustain advisor relationships.
• Profile advisors to provide customized solutions for their business growth.
• Distribute sales literature and collateral to enhance advisor engagement.
• Log activities in CRM systems to ensure seamless communication and tracking.
• Focus on achieving sales goals through meticulous 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 financial services, preferably in sales.
• Strong communication and interpersonal skills to foster advisor relationships.
• Proficiency in CRM systems for effective activity tracking and communication.
• Knowledge of financial markets and investment principles.
• Exceptional organizational skills to manage multiple tasks efficiently.
• Commitment to professional growth and contributing to a collaborative environment.