Internal Wholesaler

We are seeking a highly motivated, relationship-focused Internal Wholesaler to join our growing sales team. The Internal Wholesaler will work closely with External Wholesalers and financial professionals to drive sales, strengthen advisor relationships, and grow assets within an assigned territory.

The ideal candidate is a proactive and goal-oriented sales professional who is comfortable communicating with financial advisors by phone and virtually, has a strong understanding of investment products, and thrives in a fast-paced, team-oriented environment.

Key Responsibilities

• Partner closely with External Wholesalers to develop and execute territory business plans.
• Build and maintain strong relationships with financial advisors, RIAs, broker-dealers, banks, and other financial professionals.
• Conduct high-volume outbound sales calls and virtual meetings with advisors and prospects.
• Identify new business opportunities and proactively follow up on sales leads and opportunities.
• Educate financial professionals on investment products, strategies, market trends, and portfolio solutions.
• Support the External Wholesaler in achieving territory sales and asset-growth objectives.
• Schedule and coordinate advisor meetings, presentations, conference calls, and other sales activities.
• Maintain accurate and up-to-date client, prospect, pipeline, and sales activity information in the CRM.
• Follow up consistently with prospects and existing clients to increase engagement and drive business.
• Collaborate with marketing, sales support, portfolio management, and other internal teams to deliver a high-quality advisor experience.
• Stay informed on market conditions, industry trends, competitive products, and regulatory requirements.
• Consistently meet or exceed established activity, sales, and business-development goals.

Qualifications

• Active FINRA Series 7 and Series 63 or Series 66 required.
• 2+ years of experience in financial services, asset management, wealth management, brokerage, or a related sales environment preferred.
• Experience working with financial advisors, investment professionals, or intermediary channels preferred.
• Strong understanding of investment products and financial markets.
• Demonstrated ability to prospect, develop relationships, and generate sales over the phone and through virtual channels.
• Excellent verbal, written, and presentation skills.
• Highly organized, disciplined, competitive, and results-oriented.
• Ability to effectively prioritize multiple opportunities and manage a high-volume sales pipeline.
• Strong interpersonal skills and the ability to collaborate effectively with External Wholesalers and internal teams.
• Proficiency with CRM systems, Microsoft Office, and other sales technology.
• Ability to work in a fast-paced, performance-driven environment.