Internal Wholesaler Specialist – Sales Consultant Specialist

Responsibilities

• Support our sales team as they build and nurture client relationships.
• Facilitate opportunities to increase productivity by managing essential administrative tasks.
• Act as primary sales point of contact for escalated service-related issues.
• Help advisors understand and explain platform fees and overcome objections.
• Enhance consultative process for the wealth management platform and service offering.
• Proactively communicate with advisors to identify additional needs.
• Manage the team’s meeting schedule and encourage attendance to meetings.
• Build relationships with advisors and deliver strong presentations through effective communication.

• Bachelor’s degree in a business or finance field
• 2+ years of experience in the financial services industry
• Active FINRA Licenses:
  Series 6, 63 and 65 and/or 7 and 66 are required
• Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)