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Job ID#: 27409
Regional Consultant (Internal Wholesaler) Search
Energy Corridor Office Location – 1 WFH day
$70k to $80k based on experience + commissions
Position Overview:
We are seeking a Regional Consultant (Internal Wholesaler) with exceptional communication, organizational, and analytical skills, coupled with a strong commitment to building lasting client relationships. The ideal candidate will have a deep understanding of the sales process, a proactive approach to prioritization, and a solid grasp of capital markets. Self-motivation and alignment with our Core Principles: Integrity, Commitment, Courage, Proficiency, and Professionalism are essential.
Key Responsibilities:
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Develop and nurture relationships with financial advisors to promote investment products and identify new sales opportunities within assigned territories.
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Proactively engage financial advisors via phone to share sales strategies, provide product details, gather market insights, and offer sales support to drive asset growth.
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Deliver compelling presentations to showcase product offerings, services, and competitive advantages effectively.
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Collaborate with the Regional Vice President (external wholesaler) and sales leadership to develop and execute business plans and sales strategies.
Qualifications:
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Required: Series 7 and Series 66 (or equivalent).
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Bachelor’s degree in a relevant field.
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Minimum 1 year of sales experience, preferably in financial services.
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Demonstrated ability in relationship management and teamwork.
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Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with Salesforce or similar CRM preferred.
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Strong time management, organizational, and problem-solving skills.
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Ability to thrive in a fast-paced, high-volume calling environment with enthusiasm and a positive demeanor.
