- Partner with external wholesaler(s) to build sales.
- Developing relationships with Financial Advisors through outbound calls and e-mails.
- Respond to inbound product, sales and service calls.
- Work with external wholesaler(s) to establish an effective advisor meeting schedule.
- Establish and maintain strong relationships with individual investment advisors while providing sales support and service to wholesaler(s) in the field.
- Help investment advisors increase their business by updating them on current marketing materials, generating and communicating sales ideas and informing them of upcoming webinars/seminars in their area.
- Handle special projects as assigned within department.
- Attend sales meetings and training sessions.
- Maintain a PC based contact management system.
- Participate in sales idea roundtable discussions and feedback sessions.
- Act as project leader for certain department initiatives where implementation and follow-through will be expected.
- Bachelor's degree or equivalent combination of education/experience
- Series 7 license
- 2 years of financial services related experience preferred
- Internal sales desk support service experience preferred
- Strong financial industry and capital markets knowledge
- Strong customer relationship management and servicing skills
- Strong verbal communications skills and the ability to present effectively over the phone combined with strong written communication skills.
- A genuine desire to help others on the team and those to whom you are selling
- Excellent interpersonal, relationship management and organizational skills
- Enthusiastic and results oriented
- Ability to prioritize work in a fast paced environment
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
-
Internal Wholesaler
2 weeks ago
Automatic Data Processing Florham Park, United StatesProspects within given territory by maximizing the opportunity afforded by sales leads generated from a variety of resources, including, but not limited to personal production and networking, ADP corporate generated lead activities, the financial adv Wholesaler, Internal, Sales, ...
-
Internal Wholesaler
2 weeks ago
ADP Florham Park, United StatesPosition DescriptionADP is hiring an Inside Sales - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support ...
-
Internal Wholesaler
2 weeks ago
VanEck New York, United StatesPosition: Internal Wholesaler · Location: Tampa, Florida or New York, NY · Department: Internal Sales · Reporting to: Manager of Internal Sales Desk · FLSA Status: Full-Time Exempt · Summary: VanEck is looking to hire an Internal Wholesaler in either our Tampa, FL or New York, N ...
-
Internal Wholesaler
2 weeks ago
ADP Florham Park, United StatesJob Description · ADP is hiring an Inside Sales - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support yo ...
-
Internal Wholesaler
3 weeks ago
ADP Florham Park, United States Not SpecifiedADP is hiring an Inside Sales - Internal Wholesaler. · At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. I ...
-
Internal Wholesaler
1 week ago
ADP Florham Park, United StatesADP is hiring an Inside Sales - Internal Wholesaler. · At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. ...
-
Internal Wholesaler
1 week ago
ADP - Automatic Data Processing, Inc Florham Park, United StatesPosition Description · ADP is hiring an Inside Sales - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we suppo ...
-
Internal Wholesaler
4 weeks ago
New York Life New York, United StatesManage territory with external partner to meet or exceed goals Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory Conduct consultative, relationship-building sales calls Wholesaler, Retail, Financial ...
-
Internal Wholesaler
1 day ago
Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
-
Internal Wholesaler
2 weeks ago
Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
-
Internal Wholesaler
2 weeks ago
New York Life New York, United States**Location Designation:** [[cust_rolelocationdesignation]] · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doin ...
-
Senior Internal Wholesaler
1 day ago
Social Capital Resources New York, United StatesTop-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 · Cul ...
-
Internal Financial Wholesaler
1 week ago
New York Life Insurance Co New York, United StatesLocation Designation: Hybrid - 3 days per week · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right ...
-
Senior Internal Wholesaler
4 days ago
Social Capital Resources New York, United StatesTop-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 · C ...
-
Internal Wholesaler
2 weeks ago
Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
-
Internal Wholesaler
19 hours ago
Lazard New York, United StatesRegion- Americas- Business Unit- Asset Management- Location- New York- Job DescriptionLazard is one of the world's leading financial advisory and asset management firms. **Our people make the difference**. With just over 3,000 employees, our tight-knit community allows for profes ...
-
Internal Wholesaler
3 weeks ago
New York Life New York, United StatesLocation Designation: Hybrid - 3 days per week · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right ...
-
Internal Financial Wholesaler
1 day ago
New York Life New York, United StatesLocation Designation: [[cust_rolelocationdesignation]] · When you join New York Life, youre joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing th ...
-
Internal Wholesaler
2 days ago
New York Life Insurance Co New York, United States**Location Designation**: Hybrid - 3 days per week · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the ri ...
-
ORD Wholesale Payment Intern
1 week ago
Bank of China New York, United StatesIntroduction: · Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a s ...
Internal Wholesaler - Parsippany, United States - SmartTrust®
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Internal WholesalerIf you are a highly motivated individual and looking to join a vibrant growing company, SmartTrust may be the right choice for you.
Overview
SmartTrust is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high-quality growth and income investments to help meet the growing needs of today's demanding investors and financial advisors. We are headquartered just outside of NYC, in Parsippany, NJ and deposited our first UIT in 2003. We had substantial growth last year as our sales grew by 38% from year-end 2018. As of December 29, 2019, UIT assets under management were just over 1 billion. For more information about SmartTrust, please visit
We are searching for an Internal Wholesaler to work out of our Parsippany, NJ headquarters. The primary role of the Internal Wholesaler is to partner with external wholesaler(s) and other staff to build strong selling relationships with Financial Professionals. This person will support experienced external wholesaler(s) in raising assets across the country in our ever-expanding suite of Unit Investment Trusts (UITs).
Responsibilities