Regional Sales Consultant (Internal Wholesaler)
Core
Support firm sales initiatives and client servicing in partnership with an external wholesaler to promote proprietary investment services through third-party distribution channels.
Role type
Regional Sales Consultant (Internal Wholesaler)
Builds
Sales of mutual funds and separately managed account products via third-party distribution
Domain
Financial Services / Investment Management
Required skills
Sales strategy development, proactive client servicing, competitive analysis, relationship building, multi-tasking, analytical skills
Preferred skills
Finance/Economics/Marketing background, leadership experience, Series 7 & 63 or 66 licenses
Responsibilities
Develop sales and servicing strategy with external wholesaler, make proactive and inbound sales calls, partner to maintain quality activity, support client requests, conduct competitive analysis, travel to sales region
Seniority
Entry-level to Mid-level, hands-on IC