Address
Form of work
SalarySummary:
The Internal Wholesaler will join the sales team, headquartered in Dallas, TX. The Internal Wholesaler will work directly with other Internal Wholesalers and with the external wholesaling team to facilitate, grow, and maintain advisor relationships.
This is an entry level role which provides a path to a lucrative career in external financial sales.
Responsibilities:
Partner with external wholesalers to develop, maintain, and expand relationships to drive sales.
Develop new business through research and high-quality, proactive interactions with financial advisors.
Consistently follow up with leads and prospects to advance sales process and deepen advisor relationships.
Utilize salesforce to document all activities and assigned leads to external wholesalers.
Utilize databases such as discovery and Dakota to generate leads for external wholesalers.
Qualifications
Bachelor's degree
Presentation and communication skills
Strong work ethic
Self motivated
Competitive
Driven
Position is permanently based in Dallas, TX
Series 7, 63, 65, or 66 would be a plus
Job Type: Full-time
Pay: $50,000.00 - $68,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Relocation assistance
- Vision insurance
Schedule:
- Monday to Friday
Ability to Relocate:
- Dallas, TX: Relocate before starting work (Required)
Work Location: In person
