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Full Time

2 days ago Requisition ID: 1438

The Internal Wholesaler (VP, Internal Sales Director) assists in raising and retaining assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, investment updates and offer sales support. This individual develops and maintains relationships with existing financial advisers in order to sell funds and identifies new sales opportunities. The Internal Wholesaler also develops and implements a business plan and sales strategy taking direction from the territory’s External Wholesaler.

The ideal candidate would reside on the West Coast.

CORE RESPONSIBILITIES

• Achieve sales and activity goals
• Work as a team with the External Wholesaler to raise ...