Internal Sales Representative

3 weeks ago


Parsippany, New Jersey, United States SmartTrust® Full time
Internal Wholesaler Role

SmartTrust is a leading Unit Investment Trust (UIT) sponsor committed to delivering high-quality growth and income investments to meet the needs of today's demanding investors and financial advisors. We are seeking an Internal Wholesaler to partner with external wholesalers and other staff to build strong selling relationships with Financial Professionals.

Responsibilities
  • Partner with external wholesalers to build sales and develop relationships with Financial Advisors through outbound calls and emails.
  • Respond to inbound product, sales, and service calls, and work with external wholesalers to establish an effective advisor meeting schedule.
  • Establish and maintain strong relationships with individual investment advisors, providing sales support and service to wholesalers in the field.
  • Help investment advisors increase their business by updating them on current marketing materials, generating and communicating sales ideas, and informing them of upcoming webinars and seminars.
  • Handle special projects as assigned within the department, attend sales meetings and training sessions, and maintain a PC-based contact management system.
  • Participate in sales idea roundtable discussions and feedback sessions, and act as project leader for certain department initiatives.

Qualifications
  • Bachelor's degree or equivalent combination of education and experience.
  • Series 7 license.
  • 2 years of financial services-related experience preferred.
  • Internal sales desk support service experience preferred.
  • Strong financial industry and capital markets knowledge.
  • Strong customer relationship management and servicing skills.
  • Strong verbal communications skills and the ability to present effectively over the phone, combined with strong written communication skills.
  • A genuine desire to help others on the team and those to whom you are selling.
  • Excellent interpersonal, relationship management, and organizational skills.
  • Enthusiastic and results-oriented.
  • Ability to prioritize work in a fast-paced environment.

Benefits
  • Competitive compensation.
  • Open and supportive team-based environment.
  • Full medical and dental benefits.
  • 401(k) plan with company match.

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