Internal Wholesaler

Job Description

We are seeking an experienced Internal Wholesaler to bolster our sales initiatives. You will engage with a network of financial advisors, ensuring they have access to up-to-date product information and marketing resources. In this role, you'll assist in organizing sales presentations and training, while addressing advisor inquiries promptly. If you're driven by success and enjoy building relationships in the financial sector, this is the perfect position for you.

Responsibilities

• Engaging actively with financial advisors to provide insights on financial products.
• Delivering effective support to the external sales team by sharing market intelligence.
• Organizing workshops and training sessions for financial advisors.
• Monitoring market trends and competitor activities.
• Assisting in the creation of marketing content for product launches.
• Facilitating feedback loops between advisors and internal teams for product improvement.
• Networking with industry stakeholders to expand our reach.
• Ensuring compliance with financial legislation and best practices.
• Participating in industry seminars and events to enhance brand visibility.

Requirements

Education

• Bachelor's degree in Finance, Business, or a related field

Experience

• 2-5 years of experience in sales, preferably in the finance industry

Technical Skills

• Financial Products Knowledge
• CRM Software Proficiency

Soft Skills

• Communication
• Relationship Management
• Organizational Skills

Languages

• English: Fluent

Advantageous

• Experience in investment management or financial advisory: Background in managing investment portfolios or providing financial advice.
• Knowledge of regulatory compliance requirements in the finance industry: Familiar with local and international financial regulations.

Benefits

• Competitive salary and performance bonuses.
• Health, dental, and vision insurance.
• 401(k) with company matching.
• Flexible working arrangements.
• Ongoing professional development opportunities.

Company Culture

• Collaborative Environment: We promote teamwork, encouraging ideas and innovation.
• Continuous Learning: We value professional growth through training and mentorship.
• Diversity and Inclusion: We celebrate diversity and strive to create an inclusive workplace.