Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – Colorado Springs

About the role

We are seeking an enthusiastic Internal Wholesaler/Intermediary Sales Consultant to join our team. This role involves building and managing relationships with financial advisors, collaborating with external sales professionals, and driving results through consultative selling.

Responsibilities

• Build and manage relationships with a targeted audience of financial advisors.
• Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.
• Refer advisors to your external partner as appropriate, ensuring a seamless client experience.
• Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
• Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets—sharing accountability for overall territory success.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.
• Excellent communication and presentation abilities.

Preferred

• High attention to detail and proficiency in CRM systems (ideally Salesforce).
• Proven success using a consultative sales process.
• Ability to adapt to a fast-paced, evolving environment.
• Passion for staying current on economic and market trends.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Commitment to Diversity, Equity, and Inclusion

We value diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.