Internal Wholesaler

1 week ago

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

We are seeking a highly motivated and experienced 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 leads and actively solicit new investment product sales and meetings through strategic business development and relationship-building efforts.
  • Schedule meetings for our External Wholesaler with prospects and existing producers, ensuring seamless communication and coordination.
  • Manage prospects and producers throughout the entire sales cycle, providing exceptional customer service and support.
  • Conduct market research and competitive analysis to stay up-to-date on industry trends and market conditions.
  • Document all daily activities, such as relevant business interactions, to ensure accurate tracking and reporting.
  • Prepare investment marketing materials and presentations to effectively communicate our products and services.
  • Support sales and client/asset retention efforts for our External Wholesaler partner, fostering strong relationships and driving business growth.
  • Develop and maintain strong product, industry, market, and economic knowledge to provide expert guidance and support.
  • Adhere to all compliance/firm guidelines and requirements, ensuring a high level of professionalism and integrity.
Requirements:
  • A goal-oriented, highly motivated, organized, and self-directed individual who consistently strives to exceed expectations.
  • A positive attitude, high level of activity, and motivation to surpass goals and increase sales within their territory.
  • A Bachelor's Degree from a four-year college or university, preferably in Business, Economics, or Finance.
  • At least 3 years of experience in financial services, with a strong background in sales and business development.
  • Prior Internal Wholesaling or Financial Advisor experience is highly preferred.
  • FINRA Series 7 and 63 or 6 licenses, as well as a clean U-4 record.
  • Proficient knowledge of MS Office and strong written, sales, presentation, and communication skills.
  • A competitive, results-oriented mindset and ability to work well in a team environment.
Preferred Qualifications:
  • A strong understanding of asset allocation and portfolio construction processes.
  • Knowledge of investment trends, financial concepts, real estate, and credit markets.
  • The ability to grasp and articulate complex topics, as well as communicate effectively with various stakeholders.
  • Knowledge of financial advisor practices and the ability to thrive in a fast-paced, team-focused environment.
  • A motivated and outgoing personality, with strong interpersonal skills and a coachable attitude.
  • Excellent time management and organizational skills, with the ability to prioritize tasks and meet deadlines.

Angel Oak Capital Advisors is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and supportive of all employees and applicants.

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