If you are a career minded individual, with a passion for finance, then this job is for you. Our client company was founded 80+ years ago, and has a diverse portfolio of products. As a result of our sustained growth, our Sales Executives have the potential to advance into six figures rapidly. We are seeking organized and disciplined sales professionals to fill the vacant roles of Internal Wholesaler in the Irvine CA area.
Responsibilities of the Internal Wholesaler
Develop and maintain existing relationships with financial advisors.
Identify and acquire new business and sales opportunities within the territory to meet sales goals.
Develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers.
Sell the company's products, which include mutual funds and annuities.
Build and implement a business plan and sales strategy
Deliver effective presentations to promote products, services and competitive advantages
Requirements of the Internal Wholesaler
Minimum 2 years of sales/marketing experience preferred or degree in finance coupled with financial internships
Bachelor's degree in Business, Sales or related field Preferred
Experience in the financial or investment management industry preferred
Excellent communication and presentation skills
Strong time management and organizational skills
Ability to thrive in a challenging and collaborative sales environment
NASD Series 6 and 63 licenses Desired
Company Benefits and Compensation
Full Medical Benefits Coverage
Matching 401k and Master Retirement Plan
Paid Vacation and Major Holidays Off
Base Salary 50-60k on Target Earning, First Year 70k, Top Performers 80k
Relocation Is Available