Internal Wholesaler at KBW Financial

Internal Wholesaler

Location:Andover MA

Compensation:$70K–$80K + Substantial Bonus

Work Arrangement:100% On-Site

Job Overview:

KBW has partnered with a respected investment firm seeking a dynamic Internal Wholesaler. This role involves supporting the external sales team by building relationships with advisors, promoting products, and driving sales within assigned territories. The ideal candidate is proactive, service-oriented, and knowledgeable about financial products, with strong communication and organizational skills.

Responsibilities:

• Collaborate with external sales team members to develop and execute sales strategies for designated territories.
• Proactively engage with advisors to promote investment products and drive sales.
• Build and maintain strong client relationships through regular communication and product education.
• Deliver exceptional customer service by responding to inquiries and resolving issues efficiently.
• Coordinate with internal teams to streamline sales processes, including marketing campaigns and product launches.
• Prepare and deliver compelling sales presentations, webinars, and training sessions on products and investment strategies.
• Analyze and track sales data to identify trends and opportunities for improvement; provide regular updates to management.

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field (preferred).
• Series 7 license required.
• Series 66 license preferred, or ability to obtain within 60 days of employment (employer-sponsored).
• Proven experience in sales, preferably in financial services.
• Strong understanding of financial products.
• Excellent communication and interpersonal skills.

Why Join?
This role offers a great opportunity to grow your career with a well-established firm. The position features a competitive base salary, performance-based bonus, and exposure to high-value client interactions. For driven and motivated professionals, this role is a stepping stone to future success in the investment industry.

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