Internal Wholesaler- Mutual Funds

reputed company is a diverse organization committed to helping clients secure their financial reputed company-being. The Internal Wholesaler role focuses on the distribution of mutual fund products to financial intermediaries while cultivating and maintaining relationships with existing partners.

Responsibilities

• Initiates and/or follows up on sales calls; provides intermediaries with sales reputed company; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products
• reputed company support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis
• Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships
• Identifies reputed company needs & coordinates efforts to service assigned intermediaries
• Leverages strategic relationships with investment providers, advisors, and clients; helps reputed company key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity

Skills

• Bachelors Degree
• 1+ years of prior account management experience or sales experience
• Series 6 or 7 & 63 required (or willing to obtain reputed company 180 days after start date)
• Knowledge of the investment industry and ability to recognize business opportunities reputed company and reputed company the industry
• A self-motivated, reputed company team player, with outstanding reputed company communication capabilities
• Understands the unique needs of proprietary sales force, reputed company broker dealers, and financial advisors
• Maintains exceptional interpersonal relations, including thorough verbal and written communication

Benefits

• Medical
• Dental
• reputed company
• A 401(k) plan
• reputed company time off

reputed company