Internal Sales Representative

1 day ago


Cincinnati, Ohio, United States Counterpoint Funds Full time
Internal Wholesaler Job Description

Counterpoint Mutual Funds is a leading provider of defensive, systematic, and research-driven mutual fund solutions. As an Internal Wholesaler, you will play a key role in driving business growth by developing and maintaining relationships with financial advisors and other key stakeholders.

Key Responsibilities:
  • Assist in raising assets within a geographic territory by making proactive phone calls to financial advisors to share sales ideas, provide product information, and investment updates.
  • Partner with the Southern California Regional Vice President to execute business strategies within an assigned territory, focusing on acquiring new business relationships.
  • Lead business development efforts virtually via phone and online activities, leveraging strong communication and organizational skills.
Requirements:
  • Bachelor's degree in business or finance, or a related field.
  • Current FINRA Series 7 and 65/66 license, or willingness to complete within a designated timeframe.
  • Preferred 2 years of experience working in a client service environment in the financial services industry.
  • Proficiency in Microsoft Office and excellent organizational and people skills.
Compensation:

Base salary, bonus, and commission plan. Expected first-year total compensation for this role is $80-$100k.

Location:

Cincinnati/Blue Ash office. Position will be working during Pacific hours 7am-4pm PT (10am-7pm ET).


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