Internal Wholesaler
2 weeks ago
Key Responsibilities:
- Independently plan, prepare and initiate sales calls
- Create, implement and execute territory marketing and sales strategy to promote and sell investment products.
Develop new prospects and maintain existing relationships. - Facilitate and participate in meetings with representatives either in the territory and/or during a visit to Boston office. Facilitate conference calls between branch offices and investment staff.
- Plan broker dealer meetings, seminars, conference calls
- Analyze daily sales reports to provide intelligence on territory activity
- Keep current with industry knowledge and experience to collaborate with the externals wholesaler in achieving established sales goals
- Analyze firm and third-party data in order to narrow focus for sales campaigns
- Proactive and coordinated use of digital marketing and social media
- Bachelor's degree
- 1-2+ years relevant work experience in financial services (customer services, client relations, etc.)
- Series 7 and 66 strongly preferred.
- Knowledge of the financial services industry
- Strong attention to details
- Ability to work in a collaborative fast-paced environment
- Strong verbal and written communication skills.
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