External Wholesaler

4 weeks ago


Seattle, Washington, United States SmartTrust Full time
Job Summary

SmartTrust is seeking an experienced External Wholesaler to join our team in Seattle. As a key member of our sales team, you will be responsible for building strong relationships with financial professionals and growing our regional footprint.

Responsibilities
  • Develop and maintain relationships with financial advisors through regular meetings and outreach calls
  • Assist financial professionals in finding solutions to their clients' financial concerns and goals
  • Partner with our internal sales team to grow our regional and national presence
  • Respond to inbound product, sales, and service requests with knowledge and expertise
  • Build and maintain strong partnerships with key decision-makers to drive business growth
  • Participate in sales idea roundtable discussions and provide feedback
  • Utilize our CRM platform to track prospect and existing relationships
  • Work with our internal wholesaler to establish an effective advisor meeting schedule
  • Establish and maintain strong relationships with individual investment advisors, providing sales support and updating them on current marketing materials

Requirements
  • Bachelor's degree or equivalent combination of education and experience
  • Series 7 license
  • 3+ years of wholesaling experience preferred
  • Strong financial industry and capital markets knowledge
  • Excellent customer relationship management and servicing skills
  • Strong verbal and written communication skills
  • A genuine desire to help others on the team and those you are selling to
  • Excellent interpersonal, relationship management, and organizational skills
  • Enthusiastic and results-oriented
  • Ability to prioritize work in a fast-paced environment

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


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