Top tier firm in Chicago is in need of Internal Wholesalers.  The internal wholesaler will be responsible for calling on Financial Advisors, Independent Advisors or Wire Houses, selling mutual funds, retirement products, separately managed accounts and alternative investment products.

The Internal Wholesaler will be dedicated to increase the sale of the investment products by conducting telephone presentations and making proactive calls to new prospects as well as existing clients.  The Internal Wholesaler will work as a team with an External Wholesaler to expand relationships in an assigned territory.

Looking for individuals who are goal oriented, self-motivated, team players and driven sales professionals.

Responsibilities:

• Conduct proactive telephone sales presentations to advisors highlighting the sales products and value proposition.

• Partner with External Wholesalers to drive sales and assets and build relationships with advisors through execution of a defined territory plan and sales process.

• Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.

• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.

• Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.

Qualifications:

• Strong interest and knowledge in sales and the financial markets required

• Financial services industry and sales experience preferred

• Bachelors degree and strong academic background required

• Excellent verbal communication and presentation skills required

• Strong organization and time management skills required