We are currently seeking an enthusiastic “go-getter” who is eager to jump-start their career in the financial services industry by joining our growing Internal Wholesaler team. The Regional Associate 1 will assist the External Wholesaler in the sales and marketing efforts in their assigned sales territory. This role will report to the Vice President, Internal Sales Manager of Inland Securities Corporation.
CORE RESPONSIBILITIES:
- Demonstrates highest standards of personal and professional integrity, adheres to company's policies and procedures, and complies with applicable laws, government rules and regulations.
- Positive, action-oriented attitude and professional demeanor
- Strong negotiation skills
- Exceptional written and verbal communication skills
- Ability to thrive in a collaborative team environment
- Detail orientation
- Outbound business development/ prospecting calls to advisors in the region, including prospecting Hot Lists and known Top Producers
- Building and maintaining the territory calendar, rotation and segmenting of advisors
- Scheduling the territory external wholesaler with producers, warm and hot prospects, and home offices as appropriate
- Facilitating customer service for producers in the region in conjunction with the Customer Service Department
- Educating producers and prospects on the investment solution, updating them on portfolio developments and current offerings
- Other duties as assigned.
QUALIFICATIONS:
Education:
- This position requires a Bachelor's degree
Experience:
- This position requires 2+ years of Financial Services or Related Sales Experience
Certifications/Licenses:
- FINRA Series 7 & 63, or ability to obtain within 6 months (or as otherwise stated by management)
Skills:
- Proficiency using Excel, Word and other Microsoft Office products
- Experience in financial instrument sales strongly preferred
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.
We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.
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