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Internal Wholesaler (191-227)
Investment management firm seeks Internal Wholesaler who will support the
sales team, increase sales and open new markets, working with financial
intermediaries/institutional prospects and servicing existing clients. Up to
Identify/pursue new opportunities (research prospects, identify leads and
actively follow up)
Acquire deep knowledge of firmís philosophy/products; maintain competitive
Educate prospects and effectively communicate firmís strategy
Provide clients/prospects with phone based consultative sales approach
Communicate proactively/consistently with sales team; provide them
reports/documents as needed
Document activity details in CRM database
Build strong working relationships with internal investment
Participate in weekly sales calls/quarterly sales meetings
2-4 years internal wholesaler/sales experience in investment
FINRA Series 7/66
Excellent verbal/written communication and organizational skills; strong
attention to detail; self-motivated; ability to work effectively/efficiently
Sales and Marketing