Senior Internal Wholesaler
📋 Role Overview & Responsibilities
Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers!
Responsibilities
Work with Regional Director to formulate and execute territory business plan. Work with digital media marketing Director to formulate and execute branding campaign Cultivate relationships with financial representatives via phone and email contact. Accommodate inbound sales and marketing calls Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data. Consult with investment advisors to understand needs and cross sell products as appropriate. Provide service to investment professionals including hypothetical reports and research as needed. Travel within territory (minimum of 2 times/year)
Qualifications
Bachelor’s Degree or equivalent work experience Prior sales experience Must have Series 7 & 63 Prior experience with Mutual Funds is preferable 2 years of prior financial services experience preferred Team oriented, ability to effectively manage time, strong communication skills Ability to travel periodically Ability to work extended hours if necessary
Frequently Asked Questions
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This position is located in New York, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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