Senior Internal Wholesaler

Location: Corporate Office - Laguna Beach, CA

About Our Client:

Our client is a leading financial services firm dedicated to empowering financial intermediaries with innovative investment solutions. They pride themselves on fostering a collaborative, dynamic, and growth-oriented work environment. By joining their team, you’ll have the opportunity to work alongside industry experts, develop your career, and make a meaningful impact in the financial services sector.

Why Join Our Client’s Team?

• Competitive Benefits Package: Including health, dental, and vision insurance, 401(k) matching, and generous paid time off.
• Professional Growth: Access to ongoing training, mentorship, and career development opportunities.
• Wellness Programs: Complimentary gym membership and wellness initiatives to support your physical and mental health.
• Collaborative Culture: A supportive and inclusive team environment where your contributions are valued.

Position Overview:

As a Senior Internal Wholesaler, you’ll play a pivotal role in driving the success of our client’s sales efforts. Partnering closely with a Regional Senior Vice President (External Wholesaler), you’ll work within a designated territory to promote the firm’s suite of products to financial intermediaries. This is an exciting opportunity for a motivated, sales-driven individual to build a rewarding career in financial services.

Key Responsibilities:

• Develop and execute an annual business plan in collaboration with your External Wholesaler partner, regularly reporting on progress and performance.
• Proactively identify and qualify leads through outbound calls, emails, and other communication channels.
• Schedule introductory meetings for your External Wholesaler partner and provide follow-up support as needed.
• Deliver engaging company and product presentations, both virtually and in person, to prospective clients.
• Maintain accurate and up-to-date records of territory activities and sales pipelines in the firm’s CRM system.
• Assist in creating ad hoc reports and analyzing sales data to inform strategic decisions.
• Attend industry conferences, trade shows, and sales meetings as required (less than 10% travel).

What We’re Looking For:

• A results-driven individual with 2-5 years of experience in sales, customer service, or a related field.
• Exceptional phone and communication skills, with a proven ability to build rapport and trust with clients.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities effectively.
• A self-starter with high energy, creativity, and a competitive drive to succeed.
• Proficiency in CRM systems and a willingness to learn about the financial services industry.
• A collaborative mindset, with the ability to thrive in a fast-paced, team-oriented environment.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field.
• FINRA Series 7 and/or 22, and 63/66 licenses (or willingness to obtain within a specified timeframe).
• SIE certification (if applicable).

Perks and Benefits:

• Competitive salary with performance-based incentives.
• Comprehensive health and wellness benefits, including gym membership reimbursement.
• Opportunities for professional development and career advancement.
• A supportive and inclusive workplace culture that values work-life balance.

How to Apply:

If you’re a motivated, sales-focused professional looking to take the next step in your career, we’d love to hear from you! Join our client’s team and be part of a company that values your growth, well-being, and success.

Apply today to embark on an exciting journey with a firm that’s committed to helping you achieve your goals!