Internal Wholesaler – Excellent Growth Opportunity! recruitment
Responsibilities include: proactively calling segmented and un-segmented advisors, providing information on products and services, proactively promoting products, strategies and value added services (by phone and in person) utilizing our fund analysis and other data to strategically leverage our offerings; responding to inquiries and finding opportunities for new business.
In addition, the Wholesaler will implement marketing plans and calendars, and work closely with Sales, Marketing and Relationship Management on the development and implementation of these plans. Will identify key prospects in sales territories and provide proactive follow-up while maintaining current knowledge of company investment management philosophy, industry events, and recent developments impacting the industry. This is a great time to get in on the ground floor of what we know will be a successful sales engine!