Internal Wholesaler

2 weeks ago


Orlando, United States CNL Financial Full time

Department: SalesReports To: Internal Sales ManagerPosition SummaryProvide 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 FunctionsDevelop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territoryGrow CNL's market share within the territory through consultation with financial professional on our productsProvide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and business strategiesProactively educate financial professionals regarding CNL distributed products, risks and benefitsStrive 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 marketMaintain knowledge of our partners' business and market performance/position in order to provide the best information to financial professionals related to CNL distributed productsResearch and analyze quarterly/annual Reports, 10K, and other publicly filed informationRespond to technical product and competitive positioning questions as appropriateComply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities CorpHost client seminars, conferences and education forums for purposes of educating our financial professionals regarding CNL distributed productsCompetencies:Ability to handle and resolve customer issues with minimal guidanceStrong interpersonal skills with proven ability to build effective relationshipsStrong advisory services background with progressive level of proven resultsExcellent telephone communication skills and etiquetteExcellent interpersonal communication and presentation skillsEffective analytical skillsDetail orientedStrong time management and organizational skillsLeadership skillsDiplomacy in client interactionsWork independently and in a team environmentProactive and innovative self starterEducation/ExperienceBachelor's degree requiredPrevious sales experience and market/industry knowledge of financial services preferredSuccessful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of timeWork Schedule:Full-time, exempt (40 hours) workdays during normal business hoursAdditional hours may be required during the peak work periods and projectsTravel as required



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