Internal Wholesaler

Cyperus Group LLC; Connecticut; On-site; USD 60,000 - 90,000; Full time

Job summary

Cyperus Group LLC seeks an Internal Wholesaler to join its distribution team in the United States. This role targets building a sales territory, engaging Financial Advisors via outbound calls, and presenting investment strategies to generate qualified opportunities.

The right candidate has financial services sales experience, strong phone communication, and a motivated, coachable mindset. It is an opportunity to grow into asset management distribution with a revenue-generating focus.

Qualifications

• Experience in financial services sales is required.
• Strong communication skills and confidence on the phone.
• Competitive, resilient and highly motivated.

Responsibilities

• Partner with an experienced Regional Director to develop a sales territory.
• Build relationships with Financial Advisors through proactive outbound calls.
• Present investment strategies and generate qualified sales opportunities.
• Build and manage a sales pipeline through consistent follow-up.
• Track activity and results in the CRM.
• Execute a daily call strategy in a fast-paced, metrics-driven environment.

Skills

Financial services sales

Phone communication

Relationship building

Job description

Ready to make the move into investment sales?

A top Asset Management firm is looking for an Internal Wholesaler to join its distribution team.

This could be a great fit for someone early in their financial services career looking to build a path toward External Wholesaling — OR a more seasoned financial services professional who wants to pivot into sales and asset management distribution.

What you’ll do:

• Partner with an experienced Regional Director to develop a sales territory
• Build relationships with Financial Advisors through proactive outbound calls
• Present investment strategies and generate qualified sales opportunities
• Build and manage a sales pipeline through consistent follow-up
• Track activity and results in the CRM
• Execute a daily call strategy in a fast-paced, metrics-driven environment

What they’re looking for:

• Experience in financial services sales required
• Strong communication skills and confidence on the phone
• Competitive, resilient and highly motivated
• Organized, coachable and eager to learn
• Genuine interest in building a long-term career in asset management sales

This is not just a support role — it’s an opportunity to get on the revenue-generating side of the business and build a career in investment distribution.