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Internal Wholesaler

3 months ago

Orlando, United States CNL Financial Full time
Department: Sales

Reports To: Internal Sales Manager

Position Summary

Provide education and support of CNL distributed products to various investment advisors and registered representatives "financial professionals" in a specific territory. Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).

Essential Job Functions

  • Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory
  • Grow CNL's market share within the territory through consultation with financial professional on our products
  • Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and business strategies
  • Proactively educate financial professionals regarding CNL distributed products, risks and benefits
  • Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
  • Maintain knowledge of our partners' business and market performance/position in order to provide the best information to financial professionals related to CNL distributed products
  • Research and analyze quarterly/annual Reports, 10K, and other publicly filed information
  • Respond to technical product and competitive positioning questions as appropriate
  • Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities Corp
  • Host client seminars, conferences and education forums for purposes of educating our financial professionals regarding CNL distributed products
Competencies:
  • Ability to handle and resolve customer issues with minimal guidance
  • Strong interpersonal skills with proven ability to build effective relationships
  • Strong advisory services background with progressive level of proven results
  • Excellent telephone communication skills and etiquette
  • Excellent interpersonal communication and presentation skills
  • Effective analytical skills
  • Detail oriented
  • Strong time management and organizational skills
  • Leadership skills
  • Diplomacy in client interactions
  • Work independently and in a team environment
  • Proactive and innovative self starter
Education/Experience
  • Bachelor's degree required
  • Previous sales experience and market/industry knowledge of financial services preferred
  • Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time
Work Schedule:
  • Full-time, exempt (40 hours) workdays during normal business hours
  • Additional hours may be required during the peak work periods and projects
  • Travel as required