Internal Wholesaler​/Intermediary Sales Consultant, B​/D & DCIO

• Build and manage relationships with a targeted audience of financial advisors.
• Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.
• Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
• Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets—sharing accountability for overall territory success.
• Partner with external sales counterpart to optimize client coverage within the territory.

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.
• Excellent communication and presentation abilities.

Demonstrates expertise in building and managing relationships with financial advisors, utilizing a consultative approach to drive sales and retain client relationships. Proficient in achieving sales targets and optimizing client coverage within the territory.

• FINRA Series 7
• FINRA Series 66
• Financial Services Experience
• Sales Experience
• Relationship Management

• Consultative Skills
• Client Service Skills
• Relationship-Building Skills
• Communication Abilities
• Presentation Abilities

• Bachelor’s Degree