Internal Wholesaler

Overview

• Contribute as an Internal Wholesaler in a dynamic financial services firm, focusing on investment product sales and client relationship management.
• Collaborate with Regional Directors to develop and implement strategic business plans tailored to organizational goals.
• Utilize advanced consultative sales techniques to influence financial advisor decisions and drive portfolio growth.
• Engage proactively with assigned territories to identify opportunities and foster meaningful client relationships.
• Become a subject matter expert on investment products, effectively communicating their benefits and features to clients.
• Leverage CRM systems for research, activity tracking, and competitive market analysis to optimize sales strategies.
• Participate in industry conferences and occasional travel to enhance professional knowledge and networking.
• Work collaboratively in a team-oriented environment to achieve sales and service goals.

Key Responsibilities & Duties

• Develop and maintain strong relationships with financial advisors through effective consultative sales strategies.
• Partner with Regional Directors to manage territories and achieve sales targets efficiently.
• Conduct outbound calls to prospect new clients and strengthen existing relationships.
• Respond to inbound inquiries, converting them into actionable sales opportunities.
• Communicate investment philosophies and product details effectively to clients, ensuring clarity and engagement.
• Utilize CRM systems for tracking activities and analyzing competitive market trends to inform strategies.
• Manage workload efficiently in a dynamic and fast-paced environment, ensuring high productivity.
• Collaborate with team members to meet and exceed sales and client service objectives consistently.

Job Requirements

• Bachelor’s degree in a relevant field is required, demonstrating foundational knowledge for the role.
• Minimum of 2 years of experience in the financial services industry, with a preference for 3 years.
• Mandatory Series 7 and 63 and/or 66 certifications to ensure compliance and expertise.
• Proficiency in Microsoft Word, Excel, and CRM systems like Salesforce for effective task management.
• Strong consultative sales and relationship-building skills to drive client engagement and satisfaction.
• Ability to multitask and perform effectively under pressure in a fast-paced environment.
• Excellent written and verbal communication skills to ensure clear and impactful interactions.
• Willingness to travel occasionally and attend industry conferences for professional development.