Internal Wholesaler - Advisory
Core
Develop and implement internal sales plans and provide presale/post-sale support to financial professionals for Principal Securities' investment products.
Role type
Internal sales representative (financial services)
Builds
Sales campaigns and advisor relationships for mutual funds, ETFs, and retirement solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Sales planning, product inquiry handling, performance data analysis, CRM management, oral and written communication, problem-solving
Preferred skills
Advisory or fee-based managed product experience, experience with Envestnet or Morningstar Advisor Workstation, TAMP platforms
Technologies
Salesforce, Envestnet, Morningstar Advisor Workstation
Responsibilities
Initiate and follow up on sales calls with financial professionals, respond to product inquiries, record call outcomes in CRM, share leads with external wholesalers, guide professionals to training resources
Seniority
Individual Contributor