Internal Consultant; Wholesaler

Description

The Internal Consultant (Wholesaler) must possess excellent interpersonal skills, as the position requires constant interaction with co‑workers and financial advisors. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness and be a self‑starter and team player.

• Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals.
• Conduct outreach (phone calls, emails, web‑meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
• Articulate investment solutions and strategies and discuss financial markets (domestic and international).
• Identify and support sales opportunities and advisor needs, advance relationships, and introduce new concepts.
• Work with various departments/individuals within the organization to provide exceptional service and support to our financial advisors.
• Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross‑selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

• Ability to thrive in a fast‑paced environment.
• Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.
• Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.
• Ability to effectively work with Regional Consultants through the client sales and servicing cycle.
• Excellent presentation, communication, and phone skills in a virtual environment.
• Proven client‑focused consultative sales approach, including the ability to listen to clients/prospects’ needs and help identify and present appropriate solutions.
• Ability to overcome objections.
• Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.

Req Number BUS‑26‑00006

• Bachelor’s degree in Finance, Business, or related field required.
• 3‑4 years financial services industry preferred.
• FINRA Series 6 or 7 & 63 (or 66) and 65 preferred.
• Proficiency in Microsoft Office product suite.

Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).