Internal Wholesaler

FlexProfessionals, LLC; Baltimore (MD); Hybrid; USD 100,000 - 110,000; Full time

Job summary

FlexProfessionals, LLC is seeking an Internal Wholesaler/Intermediary Sales Consultant to build and manage relationships with financial advisors in the Baltimore region. You will collaborate with external sales partners to develop RIAs in the assigned territory and drive overall territory results.

The role emphasizes consultative selling, client service, and staying current on market trends. A mix of on-site and remote work is available, with regular conferences and travel as needed.

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).
• FINRA licenses required and will be supported for this role.
• 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.

Responsibilities

• Build and manage relationships with financial advisors.
• Collaborate with external sales to cover high-potential advisors.
• Refer advisors to external partner for a seamless client experience.
• Prospect, sell, and retain advisor relationships with a consultative approach.
• Drive gross sales, net flows, redemption rates, and activity targets.

Skills

Consultative selling

Relationship mgmt

Communication

Salesforce experience

Financial services knowledge

Education

Bachelor’s degree

Tools

Salesforce

Job description

Location Requirements

Four days a week on-site in Baltimore, MD and one day a week of remote work

Compensation

$100K-$110K base salary plus bonus

Job Description

If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization! As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with external sales professionals to strategically develop RIA's in your assigned territory.

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.

Relationship Management

• Partner with external sales counterpart to optimize client coverage within the territory.


• Deepen existing relationships and strategically prospect for new ones to elevate the firm’s brand awareness, build client loyalty, and grow product distribution.

Business Development

• Identify and develop new business opportunities collaboratively with your territory partner.


• Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process.

Territory Management

• Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory.


• Document territory sales measurements and progress toward goals; assist in developing and executing territory plans.


• Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings.


• Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management.

Travel & Client Engagement

• Attend periodic conferences to represent the firm and generate leads.


• Participate in occasional joint travel with your external partner.

CRM Management

• Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system.


• Provide proactive ideas for process improvement to optimize sales efficiency.

Qualifications

Required

• Bachelor’s degree or equivalent combination of education and experience.


• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).


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


• 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.

FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills, and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business needs.