Internal Wholesaler (Senior Regional Associate)
: Job Details :

Internal Sales Team Members Enjoys:

• Base of $75 - 80k/year, plus uncapped commissions tied to capital raise and bonuses tied to activities (total compensation has averaged $85 - $135k/year)
• Hybrid Work Schedule
• W2 Employee + Full Benefits Package - Medical, Dental, Vision, 401k match, ST/LT Disability, AD&D/Life Insurance, HSA, Parental Leave
• Opportunities to grow with the firm; Xtollo prefers to promote from within

QUALIFICATIONS:

• 2-4 years of Financial Sales Experience
• Bachelor's Degree, preferably in Finance or Business
• FINRA SIE, Series 7 AND Series 63 license
• Excellent communication and interpersonal skills
• Strong sales and negotiation abilities
• Ability to multitask and prioritize tasks effectively
• Proficient in using Salesforce and other relevant tools

DUTIES & RESPONSIBILITIES:

• Coordinate and manage territory with External Partner including - managing calendar and sales rotation, identifying prospects, managing sales commitments and tracking goals
• Responsible for making calls to prospects, with goal of setting meetings/filling calendar for External Partner - qualify or discount leads and manage their potential in Salesforce
• Help External execute on leads, follow up on meetings, webinars, and daily sales, intro calls to provide necessary materials and generate business
• Primary point of contact for 80 ‐ 90% of contacts in territory and helps External support the Top 10 ‐ 20% of prospects in territory
• Track Activity, record in Salesforce all conversations, contacts, activities, meetings, etc
• Participate in call campaigns leading up to and following sales conferences, webinars, special announcements, etc

At Xtollo Investment Partners (“Xtollo”), formerly Kensington Investment Distributors, we aim to empower financial advisors with diverse and innovative investment strategies that demonstrate value, differentiate their practice, and meet their clients' needs and challenges. Since our inception in 2021, through our affiliate, Kensington Asset Management, we have delivered unique, systematic investment offerings, primarily in mutual funds and more recently in the ETF space, with the launch of our newest offering. As a complement to our growing product suite, we recently entered into partnership with The Leuthold Group, a highly respected asset manager with mutual funds, ETFs and SMAs backed by 40 years of institutional research.

To support our expansion, Xtollo seeks self-motivated, growth-minded financial professionals to join our Internal Sales team. These individuals support the distribution of our investment offerings to the Broker/Dealer, Registered Investment Adviser (“RIA”) and Turnkey Asset Management Platform (“TAMP”) channels. The candidate selected will have the opportunity to enhance our sales culture and therefore must have a passion for driving sales, be team-oriented and committed to self-development.

Internal Sales team members are responsible for partnering with and supporting their External Sales partner to achieve territory sales goals. Internals are primarily responsible for outbound calls to prospective financial advisors to introduce offerings, set meetings, develop relationships and support advisors/prospects to demonstrate value and promote sales in its offerings.

Our success stems from a strong culture and value system of excellence, respect and integrity. We offer a dynamic, supportive and passionate work environment that rewards self‐starting, curious, hard‐working team players, looking to advance their talents and develop new skills. If you are looking for an opportunity to further your career with a dynamic, rapidly growing firm, we encourage you to apply.