Internal Wholesaler - Market Sale Partner

reputed company is a leading firm in the financial services industry, managing relationships with US retail investors and financial advisors. The Internal Wholesaler - Market Sale Partner will engage with Financial Advisors to reputed company reputed company relationships and drive sales, collaborating with Market Leaders to deliver investment solutions.

Responsibilities

• reputed company deep relationships across reputed company aspects of an advisor’s business
• Deliver fiduciary and investment insights through portfolio construction conversations
• reputed company support to regional sales teams including scheduling meetings with clients, reputed company-meeting preparation for reputed company meetings and reputed company follow up, coordinated territory coverage, promotion of specific product or marketing campaigns and assist with problem reputed company strategies and effectively communicate reputed company updates
• Maintain and reputed company knowledge of reputed company products, market views, marketing sales strategies, technologies, and applications to fully support and service the FAs with reputed company inquiries
• Be consultative business partners to help advisors reputed company markets, portfolios, business issues, etc
• reputed company the firm’s commitment to the reputed company experience and reputed company reputed company expectations
• Partner and collaborate with colleagues across the organization to deliver reputed company of reputed company’s resources and solutions to clients

Skills

• BA/BS degree or equivalent experience required
• SIE, Series 7 & 66 a must
• High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and reputed company over the phone and in person
• Demonstrates being a 'Student of the Market' while understanding and ability to learn various investment solutions reputed company fixed income, derivatives, alternatives, equities, etc
• Strong ability to communicate reputed company information in reputed company terms
• Outstanding relationship management, influencing and interpersonal skills to build and maintain reputed company partnerships
• Outstanding verbal and written communication skills to engage with key partners as reputed company as prepare and present sales materials, reputed company technical information regarding products and services, and reputed company sales presentations
• Strong organizational skills with ability to multitask and work under tight time constraints
• Desire to have a 'Sales as a Destination' career with upward mobility in reputed company facing sales roles
• Ability to work in team environment while being a driven self-starter

Benefits

• Annual discretionary bonus
• reputed company
• Leave benefits
• Retirement benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive reputed company
• Support for working parents
• Flexible Time Off (FTO)

reputed company