External Wholesaler - Greater Texas & Oklahoma

About the role

Sell company products for larger or more complex accounts through one or more assigned intermediaries. Be assigned primary or joint account management responsibilities for assigned territory. Meet with clients to present investment reviews, discuss investment strategies, and to identify and respond to needs in an effort to improve client relationships. Prepare and present sales training seminars with intermediaries to promote and develop sales opportunities. Develop and implement sales programs and strategies for the growth and servicing of clients. May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and training needs, and recommending hiring, termination, and salary actions. Generate new sales ideas, identify new sales opportunities, and launches new products. Maintain awareness of competitive industry trends to provide technical investment information to clients. Provide coaching and mentoring to lower level staff. Carry out other duties as assigned.

What to expect when you join our firm

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

Must have skills

• At least two years of field experience in financial services industry
• Bachelor's Degree or equivalent required
• SIE, Series 6, 7 and 63 licenses required
• Excellent interpersonal skills with the ability to develop strategic business relationships
• Excellent public speaking and presentation skills
• Advanced knowledge of the company, including history, investment resources/team/style/process, and fund offerings
• Sophisticated knowledge of financial services industry and investment products in general, including stocks, bonds, funds, annuities, 401K plans, pension plans
• Strong organizational skills with the ability to manage multiple tasks simultaneously
• Ability to work and make decisions independently
• Excellent attention to detail and accuracy
• Intermediate to advanced computer skills including MS Word, Excel, PowerPoint
• Excellent verbal and written communication skills

Supervisory responsibilities

No

Potential for growth

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

Pay

Base salary range: $90,000 - $100,000. Position may also be eligible to receive an annual discretionary bonus award from the profit pool, funded based on Company profits, with individual bonuses determined based on Company, department, team and individual performance.