Internal Wholesaler
Core
Develop lasting relationships with brokerage firms and financial advisors to grow business and achieve sales objectives in a strategic territory.
Role type
Senior IC financial sales representative (wholesaler)
Builds
Insurance, savings, and wealth management products for advisors and clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
outbound prospecting, relationship management, territory management, sales objective achievement, client segmentation, business plan development, marketing communication creation, fund analysis, data trend identification
Preferred skills
Canadian Securities Course (CSC), Morningstar Advisor Workstation proficiency, YCharts proficiency, IFIC/CIM/CFP/CFA designations
Technologies
Morningstar Advisor Workstation, YCharts
Responsibilities
Manage a defined territory and achieve sales objectives; generate new business via outbound calls and prospecting; maintain relationships with existing clients and new partners; follow up on meetings, roadshows, and events; create and distribute marketing communications and newsletters; produce fund comparisons and analyses; participate in regional events and roadshows; collaborate with Sales Assistant to prioritize actions; make daily calls regarding subscriptions and redemptions to identify trends; contribute to client segmentation and annual business plan development; escalate client issues as required.
Seniority
Mid-level, hands-on IC