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Internal Wholesaler

, HI

Order: 1193835
DirectHire

Job Title: Internal Wholesaler

Industry: Finance and Accounting

Duration: Direct Hire

Location: San Antonio, TX

Pay Rate: Based on Experience

 

 

 

Description:

As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell American Funds products, which include mutual funds and annuities.

 

Responsibilities:

  • Develop and maintain relationships with existing financial advisers in order to sell American Funds products, as well as identify new sales opportunities within their territory to meet sales goals. 

  • Raise and retain assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support.

  • Deliver effective presentations to promote American Funds products, services and competitive advantages.

  • Develop and implement a business plan and sales strategy with the external wholesaler. 

  • Paid training is provided to develop and enhance industry and product. knowledge in order to effectively communicate and build credibility with financial advisers. 

 

Responsibilities:

  • 2+ years of sales/marketing experience.

  • Knowledge of investment management or financial industry desired.

  • FINRA Series 6 and 63 licenses desired.

  • Team player with strong interpersonal communication and sales skills that can thrive in a challenging and collaborative sales environment.

  • Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.

  • Bachelor's degree preferred.

 

Relocation available nationwide

 

 

ID# 1193835

 

All offers are contingent upon the successful completion of background and reference checks.

 

Staffing Solutions of Hawaii:

Staffing Solutions of Hawaii is a local, award winning, and growing privately owned agency in Oahu. For more than 20 years, our personal approach to building our relationships with renowned companies ensures our employees enjoy competitive pay, stimulating careers and assignments, and excellent growth opportunities, with the chance for it to turn into full-time employment!

 

We are proud to be an Equal Employment Opportunity and Affirmative Action employer, including females, minorities, protected Veterans and those with disability.