An Asset Management firm in Chicago is looking to hire an Internal Wholesaler.
The Internal Wholesaler with be responsible for calling on Financial Advisors and selling mutual funds, separately managed accounts, and retirement products. The goal is to be a top provider of wealth management portfolio solutions to our clients by offering world class portfolio management, superior value-added and thought leadership tools and pre-eminent client service for our advisors and investors.
The Internal Wholesaler is dedicated to increasing the sale of the company products through regular telephone presentations. These conversations should increase a Financial Advisor’s knowledge and awareness of products. Based in Chicago, IL, this individual will be responsible for making proactive calls to clients and prospects while managing an assigned territory with an External Wholesaler within the US. Primary client interaction is by telephone with limited travel to client sites. The Internal Wholesaler position is a fast paced challenging sales role for self-motivated and driven sales professionals.
Financial services industry and sales experience required
Bachelors degree and strong academic background required; GPA on resume is required
Excellent verbal communication and presentation skills required
Strong organization and time management skills required
Strong interest in sales and the financial markets required
Series 7 and 63 registration preferred
*2-6 years of experience is highly preferred
Responsibilities:
Conduct proactive telephone sales presentations to top tier advisors highlighting products and value proposition.
Partner with External Wholesalers to drive sales and assets and build relationships with advisors through execution of a defined territory plan and sales process.
Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position products and services to meet those needs.
Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.
Location: Downtown Chicago
Compensation: Based on experience
Principals only. Recruiters, please dont contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
