Internal Wholesaler / Associate Vice President of Sales
clevanooDenver (CO)
Internal Wholesaler / Associate Vice President of Sales
Posted today
clevanooDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInvestment Banking and Securities Intermediation
SENIORITY
Senior
About the role
Internal Wholesaler / Associate Vice President of SalesRemoteFull TimePosition: Internal Wholesaler / Associate Vice President of SalesDesired Qualifications FINRA Series 7 and 63 College degree in finance or related fieldExperience selling investment products (or commensurate experience) Experience establishing high level relationships within the IBD / RIA channels Experience exceeding established sales goals Excellent relationship building skills Excellent verbal, written, and interpersonal communication skills Strong leadership / motivational skillsExperience developing and implementing new sales initiatives and strategiesMust have excellent time management skillsKey Roles and Responsibilities Manage daily territory activity and sales opportunitiesDrive daily phone call activity (targeting 100+ calls and 3+ hours of talk time) Ability to articulate in-depth product knowledge, present high-level benefits, and answer technical questions and objectionsStay current and proficient on 30 sec / 2 min / 10 min product pitchesUncover indications of interestEnsure follow-up calls for all trades and meetings held within the territoryMaintain on-going communications and strengthen the relationships with existing producers to keep sales momentumMaintain open communication with RVP / External partner on status of advisor relationships, calendar updates, service issues, and sales opportunities pipelineFacilitate literature requests and kit orders (electronic and physical delivery) Stay up to date on new developments for new and existing products
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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