External Wholesaler (Northeast, Mid Atlantic, Southeastern) at Jobot
Laguna Beach, CA 92656
About the Job
✨Seeking a driven External Wholesaler to strategically increase market share and build strong relationships within the investment industry across a dedicated sales territory✨
This Jobot Job is hosted by: Josh Wilson
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $80,000 - $120,000 per year
A bit about us:
✨Seeking a driven External Wholesaler to strategically increase market share and build strong relationships within the investment industry across a dedicated sales territory✨. Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do but also gives us the competitive edge to ensure our clients have an excellent experience! Over the years, our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen us as their primary firm!
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy time at home with family? We do, too!
Job Details
Job Details:
We seek a dynamic and experienced Permanent External Wholesaler to join our team. This role will cover territory in the Northeast, Mid-Atlantic, and Southeastern regions. Our ideal candidate is a seasoned professional with a strong background in the investment industry, possessing a solid book of business and a proven track record of managing territories effectively. This position will require frequent travel to firm conferences and industry trade shows, so flexibility and a willingness to travel are essential.
Responsibilities:
Qualifications:
If you're a professional passionate about the investment industry and have a knack for building and maintaining strong business relationships, we'd love to hear from you. This is a fantastic opportunity to join a dynamic team and make a real impact on our business. Apply today!
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Josh Wilson
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $80,000 - $120,000 per year
A bit about us:
✨Seeking a driven External Wholesaler to strategically increase market share and build strong relationships within the investment industry across a dedicated sales territory✨. Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do but also gives us the competitive edge to ensure our clients have an excellent experience! Over the years, our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen us as their primary firm!
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy time at home with family? We do, too!
- Meaningful Work!
- Best in Class Firm!
- Competitive Compensation Package!
- Complete Benefits Package!
- Flexible Work Schedules!
- Accelerated Career Growth!
- Fun Company Activities!
- Many More!
Job Details
Job Details:
We seek a dynamic and experienced Permanent External Wholesaler to join our team. This role will cover territory in the Northeast, Mid-Atlantic, and Southeastern regions. Our ideal candidate is a seasoned professional with a strong background in the investment industry, possessing a solid book of business and a proven track record of managing territories effectively. This position will require frequent travel to firm conferences and industry trade shows, so flexibility and a willingness to travel are essential.
Responsibilities:
- Develop and implement a strategic business plan to grow and maintain your territory.
- Leverage your existing Rolodex of contacts to build and strengthen relationships with financial advisors, broker-dealers, and other potential clients.
- Act as a liaison between accounts and our firm, ensuring seamless communication and prompt resolution of any issues.
- Travel to firm conferences, industry trade shows, and client meetings to promote our products and services.
- Conduct thorough research on market trends, competitor offerings, and client needs to inform business strategy and product development.
- Utilize our CRM system to track client interactions, sales opportunities, and other vital data.
- Deliver compelling presentations to clients and potential clients, showcasing our product offerings and demonstrating their value.
- Work closely with internal teams, including sales, marketing, and product development, to ensure alignment and drive success.
Qualifications:
- A minimum of 5 years of experience in the investment industry, specifically in a wholesaler role or similar.
- Proven experience managing a territory and growing a book of business.
- An existing Rolodex of contacts in the investment industry.
- Exceptional phone skills and the ability to communicate effectively at all levels of an organization.
- Strong research skills and the ability to analyze market trends and competitor offerings.
- Experience with CRM systems.
- Willingness to travel frequently to firm conferences, industry trade shows, and client meetings.
- A strong work ethic and the ability to work independently and as part of a team.
- Excellent presentation skills and the ability to persuade and influence.
- Bachelor’s degree preferred
- NASD Series 7 and/or 22 and 63/66 Required
- Clean U-4
If you're a professional passionate about the investment industry and have a knack for building and maintaining strong business relationships, we'd love to hear from you. This is a fantastic opportunity to join a dynamic team and make a real impact on our business. Apply today!
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
80,000 - 120,000 /year