Internal Wholesaler

REITrecruiter - Washington, DC

Commission
Financial Advisors/Internal Wholesalers – Washington, DC

Our client, which is globally recognized as one of the largest and most elite Private Equity firms, is seeking financial advisors with series 7 & 63 licenses to join their successful and growing Internal Wholesaler team focused on institutional clients.

Location: Washington, DC.

Compensation: Competitive base salary and aggressive bonus/commission compensation plan. Excellent health benefit plan.

Responsibilities:
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Develop new and build upon existing relationships with financial advisors/registered representatives in the broker-dealer network within their territory, primarily through outbound and inbound sales calls.

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Maintain open communication with External Partner (Wholesaler) which may include daily review of sales numbers, information updates from calls and meetings (internal / external) regarding topics that may impact the territory and updates on communications from management.

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Maintaining territory database via Salesforce software, log phone calls, meetings, emails and notes.

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Grow the firm’s market share within the territory through consultation with financial advisors/registered representatives on products.

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Strive to become a knowledgeable resource to the broker-dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market.

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Respond to technical product and competitive positioning questions as appropriate.

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Participate in client seminars, conferences, and education forums for purposes of educating our financial advisors/registered representatives regarding the firm’s products.

Requirements:
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2 to 4 years work experience in the financial services industry.

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A can-do, self-motivated attitude with a passion for sales.

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Excellent interpersonal skills, including oral and written communication.

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Strong computer/CRM skills.

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Excellent planning and organizational skills.

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Bachelor's degree required.

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Series 7 & Series 63 licenses required.

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