Hybrid Internal Wholesaler for Financial Professionals

CNL; Orlando (FL); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

CNL Securities Corp is seeking a dynamic sales professional to educate and support financial professionals across a designated territory in Florida. You will build relationships with brokers, advisors, and registered representatives to grow market share by advising on CNL distributed products and related risks.

The role requires strong communication, advisory skills, and the ability to work hybrid between office and remote days.

Qualifications

• Previous sales experience and market/industry knowledge of financial services preferred.
• FINRA Series 7 and Series 63 required or to be obtained within a defined period.

Responsibilities

• Develop new and existing relationships with financial professionals in the Broker Dealer network within the territory.
• Grow CNL’s market share within the territory through consultation with financial professionals on products.
• Provide information on operating results and business strategies to financial professionals/registered representatives.
• Educate financial professionals on CNL distributed products, risks, and benefits.
• Respond to technical questions and provide insights about the investment industry and products.

Skills

Sales experience

Relationship building

Communication

Industry knowledge

Education

FINRA Series 7

FINRA Series 63

Job description

CNL Securities Corp is seeking a dynamic sales professional to educate and support financial professionals across a designated territory in Florida. You will build relationships with brokers, advisors, and registered representatives to grow market share by advising on CNL distributed products and related risks.

The role requires strong communication, advisory skills, and the ability to work hybrid between office and remote days.