Internal Wholesaler

• Build and manage the sales territory calendar and ranking of advisors;
• Scheduling the territory institutional director with producers, warm and hot prospects, and home offices as appropriate.
• Educating producers and prospects on the investment solution, updating them on portfolio developments and current offerings
• Assist in analyzing territory sales data to determine opportunities;
• Outbound business development/ prospecting calls to advisors in the region, including prospecting Hot Lists and known Top Producers.
• Drive attendance to various meetings, territory roadshows and firm events in support of your director and Inland teams.
• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships;
• Responding to inbound sales inquiries, literature requests and service issues;
• Act as a liaison between the sales team and the operations department to resolve client issues/problems;
• Building and maintaining the territory calendar, rotation and segmenting of advisors.

• FINRA Series 7 & 63
• Preferred 3-5 years of Financial Services or Related Sales Experience
• Ability to conduct due diligence on RIA firms and craft creative approach tactics to new relationships.
• Ability to thrive in a collaborative team environment
• Exceptional written and verbal communication skills.
• Ability to data mine our CRM’s to cultivate warm leads in conjunction with direction provided by sales leadership and enablement.
• Positive, action-oriented attitude and professional demeanor.
• Preferred experience working with advisors in the channel.
• Ability to explain Alternative Investments to advisors who are newer to this sector of investment.
• Demonstrate strong understanding of the capital market and key economic events.
• This position requires a bachelor’s degree
• Demonstrates highest standards of personal and professional integrity, adheres to company’s policies and procedures, and complies with applicable laws, government rules and regulations.

Annual Base Salary Range: $65,000. This role is eligible for commission on sales.

This position is eligible as an internal promotion opportunity.

We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.

• Participation in the company 401(k) plan with a company match
• Company-paid life insurance equaling your annual base salary
• Vacation Time, Nine Paid Holidays, Three floating holidays per year
• Paid Parental Leave
• Tuition reimbursement opportunity
• Company-paid short-term and long-term disability
• Medical/Dental/Vision insurance (PPO)
• Sick time