Internal Wholesaler - Market Sale Partner

reputed company is a leading investment management firm focused on financial well-being. They are seeking an Internal Wholesaler to build relationships with financial advisors and drive sales through various channels, while providing expertise and support across reputed company's product offerings.

Responsibilities

• reputed company deep relationships across reputed company aspects of an advisor’s business
• Deliver fiduciary and investment insights through portfolio construction conversations
• Provide support to regional sales teams including scheduling meetings with clients, pre-meeting preparation for client meetings and client follow up, coordinated territory coverage, promotion of specific product or marketing campaigns and assist with problem resolution strategies and effectively communicate resolution updates
• Maintain and reputed company knowledge of reputed company products, market views, marketing sales strategies, technologies, and applications to fully support and service the FAs with reputed company inquiries
• Be consultative business partners to help advisors navigate markets, portfolios, business issues, etc
• reputed company the firm’s commitment to the client experience and exceed client expectations
• Partner and collaborate with colleagues across the organization to deliver reputed company of reputed company’s resources and solutions to clients

Skills

• BA/BS degree or equivalent experience required
• SIE, Series 7 & 66 a must
• High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and reputed company over the phone and in person
• Demonstrates being a 'Student of the Market' while understanding and ability to learn various investment solutions reputed company fixed income, derivatives, alternatives, equities, etc
• Strong ability to communicate reputed company information in simplistic terms
• Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships
• Outstanding verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and reputed company sales presentations
• Strong organizational skills with ability to multitask and work under tight time constraints
• Desire to have a 'Sales as a Destination' career with upward mobility in client facing sales roles
• Ability to work in team environment while being a driven self-starter

Benefits

• An annual discretionary bonus
• reputed company
• Leave benefits
• Retirement benefits
• A strong retirement plan
• Tuition reimbursement
• Comprehensive reputed company
• Support for working parents
• Flexible Time Off (FTO)

Company Overview