EXTERNAL WHOLESALER RIA CHANNEL

InspereX LLC; Delray Beach (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

InspereX is seeking an Internal Business Consultant (IBC) to build relationships with Financial Advisors and promote innovative market-linked investment strategies using our technology. This entry-level role offers a clear growth path into Internal Wholesaling, with SIE licensing required within 60 days of hire and sponsorship provided by the firm.

Based in Delray Beach, FL, the IBC will join the Market Linked Products team and work with external and internal wholesalers to drive new

Qualifications

• Bachelor’s degree required.
• FINRA SIE certified (offer contingent on completion).
• Strong active listening skills to persuade and negotiate.
• Ability to engage and present to different audiences.
• Excellent time management and prioritization of daily activities.
• Ability to execute repeatable and measurable sales processes.
• Aptitude for leveraging technology to improve efficiency.
• Coachable and goal-oriented.
• Adaptable to change and self-motivated.
• Team-oriented and resilient.

Responsibilities

• Build relationships with Financial Advisors and share proactive sales ideas.
• Promote Wholesaled Market-Linked Products to align Advisor and Investor needs with investment strategies and technology.
• Grow sales within a defined region as part of the Market Linked Products team.

Skills

Active listening

Persuasion

Audience engagement

Time management

Sales processes

Technology adoption

Coachable

Goal-oriented

Adaptable

Self-motivated

Team-oriented

Resilient

Education

Bachelor’s degree

Job description

InspereX is digitally transforming how fixed income and market-linked securities are accessed, evaluated, and traded. We are on a journey to build next-generation technology that transforms fixed income and market linked solutions for clients while providing market intelligence and industry expertise. InspereX unites the more than two decades of success in fixed income and market-linked products origination, underwriting, distribution, and education of Incapital with the innovation of Silicon Valley’s 280 CapMarkets and its revolutionary fixed income tech platform, BondNav®.

YOUR ROLE:

As an Internal Business Consultant (“IBC”), you will be responsible for building relationships with Financial Advisors and sharing proactive sales ideas that promote Wholesaled Market-Linked Products. This will ideally result in the alignment of Advisor and Investor needs with our innovative investment strategies and technology. The IBC is an entry level role with a strong path for growth into Internal Wholesaling. Series 7 and 63 licensing will be required within 60 days of hire, and the firm will provide all required study materials and sponsorship for both exams.

YOUR TEAM:

Based in our Delray Beach, Florida office, you will be part of our extensive Market Linked Products team, specifically within the Wholesaled MLP division. Working with an External and Internal Wholesaler, you will be accountable for new relationships and sales growth within a defined region.

YOUR QUALIFICATIONS AND CHARACTERISTICS:

• Bachelor’s degree required; prior sales experience is a plus
• Knowledge of market-linked products and an understanding of global markets is ideal
• FINRA SIE certified (formal offers of employment will depend upon completion of the SIE prior to the hire date)
• Strong active listening skills that can be used to persuade and negotiate
• Ability to effectively engage and present to different audiences
• Excellent time management skills, with a particular focus on prioritizing and scheduling daily activities
• Ability to execute repeatable and measurable sales processes effectively
• Demonstrated aptitude for incorporating technological advancements to improve efficiency
• Coachable
• Goal-oriented
• Adaptable to change
• Self-motivated
• Team-oriented
• Resilient

ABOUT INSPEREX

InspereX pioneered the delivery of innovative strategies to the retail market and has since become an industry leader in underwriting, marketing, and distributing structured products, ETFs, alternative investments, and fixed income securities. We provide issuers with differentiated distribution capabilities while supporting investors and advisors with unique solutions, all delivered through personalized service enhanced by technology that integrates market intelligence and streamlines workflows. InspereX represents more than 500 issuing entities, distributes to more than 1,500 partners, and has distributed more than $850 billion of new issue securities. The firm has six trading desks and more than 190 employees with offices in Delray Beach, FL; Chicago, IL; New York, NY; and Little Rock, AR. InspereX LLC (“InspereX”), Member FINRA, SIPC.

InspereX is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job applied for. EOE m/f/d/v

Job Category: Full Time

Job Unit: Sales

Location: Delray Beach, Florida, Remote (USA)