Location: US-TX-San Antonio
Compensation: $51K - $70K / Year
Minimum Education: Bachelors
Job Type: Full Time
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Arthur L Crume
*Solid communication skills, drive for results.
*2+ years sales experience.
*FINRA 6 and 63 licenses.
*Willingness to relocate.
San Antonio, TX
Salary: $51K-$70K + 17% Bonus
Nationwide Relocation Assistance Available
My client invites you to join their organization and grow with the company.
At this company how they work is defined by shared values that include absolute integrity, respect and collaboration.
But itís more than that.
Itís smart and highly driven people united in purpose to serve investors and one another.
Bring your energy and unique perspective to this organization and youíll have the opportunity to grow professionally, personally, and financially. Youíll be part of a team that genuinely cares about helping you succeed. Youíll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities.
As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell my clients products, which include mutual funds and annuities.
Develop and maintain relationships with existing financial advisers in order to sell company products, as well as identify new sales opportunities within their territory to meet sales goals.
Raise and retain assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support.
Deliver effective presentations to promote company products, services and competitive advantages.
Develop and implement a business plan and sales strategy with the external wholesaler.
Paid training is provided to develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers.
*2+ years of sales/marketing experience in the financial services industry.
*Knowledge of investment management or financial industry desired.
*FINRA Series 6 and 63 licenses required.
*Team player with strong interpersonal communication and sales skills that can thrive in a challenging and collaborative sales environment.
*Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.
Bachelor's degree preferred.
Mutual Fund Experience.
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