Financial Internal Wholesaler - Growth & Territory Impact

Evolving Solution Services; Parsippany-Troy Hills (NJ); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Full medical and dental benefits

401(k) plan with company match

Job summary

Hennion & Walsh, Inc. is seeking a highly motivated Internal Wholesaler trainee to join our growing team in Parsippany-Troy Hills, NJ.

The role focuses on supporting the External Wholesaler by making outbound calls, scheduling appointments, and developing market penetration across regions. The ideal candidate will have Series 7 and 63, a drive to learn, and the ability to work in a fast-paced, team-based environment.

Qualifications

• Series 7 and 63 required.
• 1 year of sales experience preferred.
• Team oriented and individually driven.
• Dedicated to producing results.
• Competitive compensation.
• Open and supportive team-based environment.

Responsibilities

• Make outbound telephone sales calls to third party distributors within regions to build rapport and promote financial products.
• Increase market penetration by setting appointments for the External Wholesaler.
• Delivering product updates and proactively cultivating leads for new products.
• Respond to inbound sales inquiries, literature requests, and service issues.
• Work in coordination with the External Wholesaler to achieve regional sales goals and retain assets.
• Resolve any operational issues as they relate to clients of the assigned territory.

Skills

Series 7/63

Sales experience

Team oriented

Results driven

Financial products

Job description

Hennion & Walsh, Inc. is seeking a highly motivated Internal Wholesaler trainee to join our growing team in Parsippany-Troy Hills, NJ.

The role focuses on supporting the External Wholesaler by making outbound calls, scheduling appointments, and developing market penetration across regions. The ideal candidate will have Series 7 and 63, a drive to learn, and the ability to work in a fast-paced, team-based environment.