Internal Wholesaler

2 weeks ago

Overland Park, United States LODAS Markets Full time
Job DescriptionJob Description

At LODAS Markets, we're aiming to create a level of liquidity for alternative investments that has never before existed. Do you want to hop aboard and revolutionize a MULTI-TRILLION dollar market, or do you want to watch from the sidelines? (Hint: There's only one right answer, so get the heck over here)

THE OPPORTUNITY (WHAT'S THIS ALL ABOUT)

As an Internal Wholesaler at LODAS Markets, you will play a pivotal role in supporting our sales and trading operations leaders by providing administrative assistance, delivering crucial information to customers, managing customer relationships, and assisting in sales and tradeops activities. You will collaborate closely with sales leaders to strategize and execute sales plans effectively, with a strong emphasis on acquiring, closing, and onboarding new clients as well as meeting firm sales goals.

THE BENEFITS (WHY WE'RE AMAZING)

Wonderful Paradoxes. We have a special culture that embraces being a "wonderful paradox." Each of us is professionally driven, but personally laid back. Rational but kind-hearted. Smart but humble. Self-starters but highly collaborative. Strategy-minded but execution-oriented.

Dolla' Dolla' Billz Y'all. We have an entirely unique approach to salary that makes it ridiculously competitive, fair, and equitable. You'll absolutely plotz when you hear about it.

A Little Walkin' Around Money. All employees are eligible for our discretionary bonus program, which is distinctive because it is based on us hitting certain milestones and is paid throughout the year as we hit them.

Retire to Costa Rica. How do you generate REAL wealth? Equity. And every LODAS employee receives stock options when they join as well as every year of employment starting on their 2 1/2-year anniversaries.

Be Responsible Like Your Parents Always Wanted. We don't have a 401(k) yet, but at some point we will, and when we do, you'll be able to save like mad and retire to Costa Rica TWICE.

Try Out Costa Rica Before You Retire There. We have an unprescribed vacation policy, which means there is no set limit of vacation days, and as long as you're killing it at your job and your manager is fine with it, you can take as much vacation as you want. Guilt free

Oh Canada Currently, we cover 100% of employees' medical, dental, and vision premiums in our healthcare plan (although that policy is always subject to change given how bonkers healthcare rates can get). Want a set of gold-plated grillz? It's on us (Well, as long as our insurance covers it, which it probably doesn't.)

THE JOB (WHAT YOU'LL BE DOING)

Onboarding. Process customer transactions and monitor them as they move through the operational pipeline. Answer customer queries quickly and effectively.

Optimizing Leaders' Productivity. Assist sales and Trading Operations leaders with scheduling, literature orders, running demos, and other administrative tasks as needed. Also assist sales leaders in identifying and prioritizing target customers.

Being the "Information Specialist." Serve as a knowledgeable resource for customers by answering inquiries, providing product updates, and offering timely and accurate information. Maintain a high level of proficiency in product knowledge and industry trends.

Owning HubSpot. Collect/maintain customer profile information in our CRM system. Ensure accuracy and completeness of data to facilitate effective decision-making and customer interactions.

Partnering with Sales Leaders: Help develop and execute sales strategies. Double-team customer relationships to maximize sales opportunities and build strong partnerships with clients.

Managing Relationships Independently. Foster rapport and trust with clients to drive sales growth.

Meeting Goals. Maintain a minimum volume of calls per day and meetings set per day for the sales leader.

THE REQUIREMENTS (WHAT'S . . . UM . . . REQUIRED)

  • FINRA Series 7 and Series 63.

  • 2-3 year experience within the financial services industry.

  • Ability to work successfully in a fast-paced, oft-changing, entrepreneurial environment.

  • Superior verbal and presentation skills.

  • You're a self-started with initiative and the ability to work independently while also being a team player.

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