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Internal Wholesaler

3 months ago

Boston, United States Vaco Full time
Vaco Boston has partnered with our client, a global investment management firm, that is seeking an Internal Wholesaler. This individual will provide strategic telephone sales and territory management for assigned territory.

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
Requirements:
  • 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.