Internal Wholesaler

1 week ago

Atlanta, Georgia, United States Angel Oak Companies Full time
Job Summary

We are seeking a highly motivated and results-driven Internal Wholesaler to join our team at Angel Oak Capital Advisors. As an Internal Wholesaler, you will play a critical role in generating sales and meetings for our investment products within a specified geographic territory.

Key Responsibilities:
  • Develop and Execute Sales Strategies: Develop leads and actively solicit new investment product sales and meetings through targeted outreach to financial advisors within the RIA Channel.
  • Schedule and Facilitate Meetings: Schedule meetings for our External Wholesaler with prospects and existing producers, ensuring seamless communication and coordination.
  • Manage Sales Cycles: Manage prospects and producers throughout the entire sales cycle, providing exceptional support and guidance to drive sales growth.
  • Conduct Market Research: Conduct market research and competitive analysis to stay up-to-date on industry trends and competitor activity.
  • Document Daily Activities: Document all daily activities, such as relevant calls, emails, and follow-up activities, to ensure accurate tracking and reporting.
  • Prepare Marketing Materials: Prepare investment marketing materials and presentations to effectively communicate our products and services to financial advisors.
  • Support Sales and Client Retention: Support sales and client/asset retention efforts for our External Wholesaler partner, ensuring strong relationships and loyalty.
  • Develop Product Knowledge: Develop and maintain strong product, industry, market, and economic knowledge to effectively communicate our value proposition to financial advisors.
  • Compliance and Regulatory: Adhere to all compliance/firm guidelines and requirements, ensuring a strong understanding of regulatory obligations and industry standards.
Requirements:
  • Goal-Oriented and Results-Driven: A goal-oriented, highly motivated, organized, and self-directed individual who consistently strives to exceed expectations.
  • Positive Attitude and High Activity Level: Maintain a positive attitude, high level of activity, and be motivated by surpassing goals and increasing sales within their territory.
  • Education and Experience: Bachelor's Degree from a four-year college or university required, with a Business, Economics, or Finance major. 3+ years of financial services experience, with prior Internal Wholesaling or Financial Advisor experience preferred.
  • Professional Certifications: FINRA Series 7 and 63 or 6, with a clean U-4. Proficient knowledge of MS Office.
  • Strong Communication and Interpersonal Skills: Strong written, sales, presentation, and telephone skills, with a competitive, results-oriented mindset. Ability to work well in a team environment.
Preferred Qualifications:
  • Strong Understanding of Asset Allocation: Demonstrates a strong understanding of asset allocation and portfolio construction process.
  • Investment Knowledge: Strong understanding of investment trends, financial concepts, real estate, and credit markets.
  • Complex Topic Articulation: Ability to grasp and articulate complex topics.
  • Financial Advisor Knowledge: Knowledge of financial advisor practices.
  • Team Player: Ability to thrive in a fast-paced, team-focused environment.
  • Results-Oriented: Motivated to achieve success.
  • Interpersonal Skills: Outgoing, strong interpersonal skills, with a coachable attitude.
  • Time Management and Organization: Excellent time management and organizational skills.

Angel Oak Capital Advisors is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees and applicants.

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