Internal Wholesaler
Core
Proactive sales and relationship management within the brokerage and dealer community to drive business growth.
Role type
Inside Sales Wholesaler
Builds
New business opportunities and advisor relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
proactive prospecting, investment product knowledge, relationship building, territory management, strategic business planning, client segmentation, data analytics
Preferred skills
CSC designation, IFIC/CIM/CFP/CFA designations, Morningstar Advisor Workstation proficiency, YCharts proficiency
Technologies
Morningstar Advisor Workstation, YCharts
Responsibilities
Generate sales and develop new business opportunities in a defined territory; Make outbound proactive prospecting calls to advisors; Use daily video and phone contact to understand client needs and provide solutions; Create broadcast emails with marketing, product info, and fund comparisons; Support VP of Sales with follow-up on events and webcasts; Collaborate on territory priorities and quarterly reviews.
Seniority
Individual Contributor