Internal Wholesaler, Wealth Management (Business Development, Investments)

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Job description

One of our banking clients is looking for an Internal Wholesaler, Wealth Management (Business Development, Investments) Length: Permanent Location: Milwaukee, Wisconsin "The start date of this job is flexible and in order to find the best candidate the job may remain open much longer than the date mentioned on this posting... or you may be asked to start sooner than the expected start date if you are able to do so !" Please read the job description below. If this interests you, please send a MS-Word version copy of your resume (ASAP) along with a telephone contact number: E-mail to Please mention the job title above in the subject line The recruiter in charge of this role is Amanda After you have submitted your resume via e-mail please complete the application for this specific job by clicking "Submit Your Resume for this Job" at the bottom of this page to match your resume to the job. If you are interested in further opportunities, why not also do a general registration in our database. By visiting our website and clicking on "Database Registration" If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this email to them and you will be eligible for a referral bonus upon a successful hire.
Requirements: Job description In partnership with the external wholesaler, the internal wholesaler is responsible for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals to expand the breadth of distribution. (measured as New Producers). The Internal Wholesaler is responsible for raising and retaining AUM to increase revenue to the firm within a geographic territory by proactively calling financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support. This individual develops and maintains relationships with existing financial advisers in order to position and sell Global Asset Management solutions, with primary emphasis on mutual funds and separately managed accounts - as well as identify new sales opportunities. The Internal Wholesaler is additionally responsible for developing and implementing a business plan and sales strategy in combination with the external wholesaler. 70 %: Business Development Work with external partner, and national sales manager to execute a plan to increase placement and penetration of GAM solution with Advisors at firms of priority with the ultimate goal of increasing AUM in the region and improving the revenue results for the firm. 70 %: Business Development Responsible for raising and retaining assets within a geographic territory by making proactive phone calls to financial advisors/intermediaries to provide product information, share sales ideas, gather marketing data and offer sales support. Identify and convert financial advisors into new producers Develop and implement a business plan and sales strategy with the external wholesaler Incorporate sales methodology / interviewing skills to learn about representatives' business and needs to suggest sales and marketing ideas. Promote the firms initiatives and focus to meet goals through call campaigns, email campaigns and communication. Perform competitive analysis within product line-ups and maintain knowledge of the mutual fund industry. Schedule quality appointments each week for the external wholesaler to meet with producing or potentially producing representatives 30 %: Business Management Handle incoming phone calls and requests for information, sales and marketing material, product analysis and problem resolution in a professional and timely manner Maintain open communication with the wholesaler, which includes a daily review of the sales, opportunities, and summarizing activities that impact the territory. Provide support to wholesaler in preparation and follow up for meetings including mailing necessary literature. Maintain contact relationship management system (SalesForce).
Qualifications: Knowledge & Skills: Bachelor's degree preferred Minimum 1+ years investment sales/marketing experience preferred Series 7, 63 or 65 securities licensed required Excellent phone and communication skills Strong interpersonal, listening and probing skills Excellent time management and organization skills Proficient knowledge of Microsoft Office Suite. CRM experience is beneficial. Ability to be self-directed, self-managed, possesses proven decision-making skills and sound judgment. Ability to thrive in a challenging and collaborative sales environment Please note that this is the most up to date version of job description available at this time - During Client Interview you will receive additional information - variance may apply ! When you have some time please register in our database (5 minute process) to be considered for future openings; the link is available on our website at in the Candidate section. We thank all applicants for their interest. Only those who meet the qualifications will be contacted through telephone/email. You are encouraged to register with us in our database to be considered for future positions available. Have a great day. ......At Teamrecruiter.com we offer some of the most highly qualified professionals in the workforce. We dedicate an industry trained recruitment specialist to the following areas: IT, Finance, Admin, Sales, Executive Search and Contractors. If you would like to learn more about our full-service recruiting firm please visit our website at . CAMSC and ACSESS certified