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New York City

    Senior Internal Wholesaler - New York, United States - Social Capital Resources

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    Description

    Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers

    Responsibilities:

    • Work with Regional Director to formulate and execute territory business plan.
    • Work with digital media marketing Director to formulate and execute branding campaign
    • Cultivate relationships with financial representatives via phone and email contact.
    • Accommodate inbound sales and marketing calls
    • Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data.
    • Consult with investment advisors to understand needs and cross sell products as appropriate.
    • Provide service to investment professionals including hypothetical reports and research as needed.
    • Travel within territory (minimum of 2 times/year)

    Qualifications:

    • Bachelor's Degree or equivalent work experience
    • Prior sales experience
    • Must have Series 7 & 63
    • Prior experience with Mutual Funds is preferable
    • 2 years of prior financial services experience preferred
    • Team oriented, ability to effectively manage time, strong communication skills
    • Ability to travel periodically
    • Ability to work extended hours if necessary

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