Regional External Wholesaler
3 weeks ago
Job Title: Regional External Wholesaler
About the Role:
Clinton Investment Management, LLC is seeking a highly motivated and experienced Regional External Wholesaler to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with financial advisors and institutions to promote our municipal bond investment solutions.
Key Responsibilities:
- Conduct proactive telephone and in-person sales presentations to top-tier advisors to highlight our firm's products and value proposition.
- Partner with our CEO, fellow sales professionals, and support team to drive asset growth and build relationships with advisors through the execution of a defined territory plan and sales process.
- Effectively profile advisors to understand their practice, clients, and investment process to identify needs and position investment solutions and services to meet those needs.
- Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
- Execute consistent follow-up with advisors to advance the sales process and deepen advisor relationships.
- Demonstrate organized, efficient, and effective territory management and phone skills on a consistent basis.
Requirements:
- Financial services industry and sales experience preferred.
- Established relationships with independent RIA and bulge bracket financial services distribution channels in the Mid-West and South East preferred.
- Bachelor's degree and strong academic background required.
- Excellent verbal communication and presentation skills required.
- Demonstrated knowledge of fixed income/municipal bonds preferred.
- Strong organization and time management skills required.
- Strong interest in sales and the financial markets required.
- Series 65/66 registration preferred.
What We Offer:
Clinton Investment Management, LLC offers a dynamic and challenging work environment with opportunities for professional growth and development. If you are a motivated and experienced sales professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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