Internal Wholesaler

2 weeks ago

Wilmington, United States KBW Financial Full time

Internal Wholesaler

Location:Andover MA

Compensation:$70K–$80K + Substantial Bonus

Work Arrangement:100% On-Site

Job Overview:

KBW has partnered with a respected investment firm seeking a dynamic Internal Wholesaler. This role involves supporting the external sales team by building relationships with advisors, promoting products, and driving sales within assigned territories. The ideal candidate is proactive, service-oriented, and knowledgeable about financial products, with strong communication and organizational skills.

Responsibilities:

Collaborate with external sales team members to develop and execute sales strategies for designated territories.
Proactively engage with advisors to promote investment products and drive sales.
Build and maintain strong client relationships through regular communication and product education.
Deliver exceptional customer service by responding to inquiries and resolving issues efficiently.
Coordinate with internal teams to streamline sales processes, including marketing campaigns and product launches.
Prepare and deliver compelling sales presentations, webinars, and training sessions on products and investment strategies.
Analyze and track sales data to identify trends and opportunities for improvement; provide regular updates to management.

Qualifications:

Bachelor’s degree in Finance, Business, or a related field (preferred).
Series 7 license required.
Series 66 license preferred, or ability to obtain within 60 days of employment (employer-sponsored).
Proven experience in sales, preferably in financial services.
Strong understanding of financial products.
Excellent communication and interpersonal skills.

Why Join?
This role offers a great opportunity to grow your career with a well-established firm. The position features a competitive base salary, performance-based bonus, and exposure to high-value client interactions. For driven and motivated professionals, this role is a stepping stone to future success in the investment industry.

KBW789

*MONKBW*

#LI-WC1

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