Regional Associate II

Due to our continued growth, we are currently seeking candidates looking to elevate their career in the financial services industry by joining our Registered Investment Advisory (RIA) team as an Internal Wholesaler. The Internal Wholesaler will assist their institutional director in the sales and marketing efforts in their assigned territory. The Internal will report to the Internal Sales Manager of Inland Securities Corporation.

CORE RESPONSIBILITIES:

• Demonstrates highest standards of personal and professional integrity, adheres to company's policies and procedures, and complies with applicable laws, government rules and regulations.
• Positive, action-oriented attitude and professional demeanor.
• Exceptional written and verbal communication skills.
• Ability to explain Alternative Investments to advisors who are newer to this sector of investment.

Preferred experience working with advisors in the channel.

• Demonstrate strong understanding of the capital market and key economic events.
• Ability to conduct due diligence on RIA firms and craft creative approach tactics to new relationships.
• Ability to thrive in a collaborative team environment
• Ability to data mine our CRM's to cultivate warm leads in conjunction with direction provided by sales leadership and enablement.
• Outbound business development/ prospecting calls to advisors in the region, including prospecting Hot Lists and known Top Producers.
• Building and maintaining the territory calendar, rotation and segmenting of advisors.
• Scheduling the territory institutional director with producers, warm and hot prospects, and home offices as appropriate.
• Educating producers and prospects on the investment solution, updating them on portfolio developments and current offerings
• Responding to inbound sales inquiries, literature requests and service issues;
• Assist in analyzing territory sales data to determine opportunities;
• Act as a liaison between the sales team and the operations department to resolve client issues/problems;
• Build and manage the sales territory calendar and ranking of advisors;
• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships;
• Drive attendance to various meetings, territory roadshows and firm events in support of your director and Inland teams.
• Other duties as assigned.

QUALIFICATIONS:Education:

• This position requires a bachelor's degree

Experience:

• Preferred 3-5 years of Financial Services or Related Sales Experience

Certifications/Licenses:

• FINRA Series 7 & 63

Annual Base Salary Range: $65,000. This role is eligible for commission on sales.

Inland offers a competitive range of benefits for eligible Full-time employees:

• Medical/Dental/Vision insurance (PPO)
• Participation in the company 401(k) plan with a company match
• Vacation Time, Nine Paid Holidays, Three floating holidays per year
• Sick time
• Tuition reimbursement opportunity
• Company-paid life insurance equaling your annual base salary
• Company-paid short-term and long-term disability
• Paid Parental Leave

This position is eligible as an internal promotion opportunity.

To learn more about the Benefits Inland offers its employees please click the link to learn more.

We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.

We are an E-Verify employer. Please click the following link to learn more.