Regional Consultant (Internal Wholesaler)

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Job ID#: 27409

Regional Consultant (Internal Wholesaler) Search
Energy Corridor Office Location – 1 WFH day
$70k to $80k based on experience + commissions

Position Overview:

We are seeking a Regional Consultant (Internal Wholesaler) with exceptional communication, organizational, and analytical skills, coupled with a strong commitment to building lasting client relationships. The ideal candidate will have a deep understanding of the sales process, a proactive approach to prioritization, and a solid grasp of capital markets. Self-motivation and alignment with our Core Principles: Integrity, Commitment, Courage, Proficiency, and Professionalism are essential.

Key Responsibilities:

• Develop and nurture relationships with financial advisors to promote investment products and identify new sales opportunities within assigned territories.

• Proactively engage financial advisors via phone to share sales strategies, provide product details, gather market insights, and offer sales support to drive asset growth.

• Deliver compelling presentations to showcase product offerings, services, and competitive advantages effectively.

• Collaborate with the Regional Vice President (external wholesaler) and sales leadership to develop and execute business plans and sales strategies.

Qualifications:

• Required: Series 7 and Series 66 (or equivalent).

• Bachelor’s degree in a relevant field.

• Minimum 1 year of sales experience, preferably in financial services.

• Demonstrated ability in relationship management and teamwork.

• Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with Salesforce or similar CRM preferred.

• Strong time management, organizational, and problem-solving skills.

• Ability to thrive in a fast-paced, high-volume calling environment with enthusiasm and a positive demeanor.

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