Internal Wholesaler

Regan Capital LLC; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Regan Capital LLC in Dallas, TX seeks a recent graduate to join our Internal Wholesaler team on a full-time, on-site basis. You will support and expand sales by building relationships with financial advisors, institutions, and high-net-worth clients, and by delivering compelling investment updates and materials.

You will use Salesforce, research databases, and sales strategies to generate leads, prepare presentations, and drive weekly targets while collaborating with external wholesalers.

Qualifications

• Bachelor’s degree from a four-year college.
• Experience using Salesforce would be advantageous.
• Proficient with Microsoft Office Suite, especially PowerPoint, Excel, and Outlook.
• Excellent presentation and communication (verbal and written) skills.
• Willingness to travel if necessary.
• Excellent social skills and ability to influence others, collaborate across the Firm.
• Experience with utilizing social media to drive sales.

Responsibilities

• Partner with external wholesalers to develop, maintain, and expand relationships to drive sales.
• Develop new business through outreach to Financial Advisors.
• Develop a strategy for targeting prospective clients for each of the funds/products distributed by the Firm.
• Have an impactful, repeatable pitch prepared for the Firm and each product.
• Utilize Salesforce to document all activities and assign leads to external wholesalers.
• Utilize databases such as Prequin, Discovery, and Dakota to generate leads for the external wholesaling team.
• Prepare and deliver product presentations to both internal and external audiences.
• Create a daily plan and execute it with a methodical approach to sales coverage.
• Schedule follow-up meetings for external wholesalers and meet weekly targets.
• Follow up with leads and prospects to advance the sales process and deepen advisor relationships.
• Drive attendance to external wholesaler meetings, conferences, webinars, and Firm events.

Skills

Salesforce experience

MS Office

Presentation skills

Communication skills

Willingness to travel

Social skills

Influence others

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Outlook

Job description

Regan Capital is an SEC-Registered Investment Advisor, with a successful track record spanning nearly 15 years managing fixed income, credit, and structured finance strategies for its institutional and retail client base. Regan is continuing to expand its team located in Dallas. TX. We’re seeking a recent graduate to join our Internal Wholesaler team.

Regan currently manages over $4 billion in assets across a 40-Act Mutual Fund, two Exchange Traded Funds, Private Placement Funds, and Separately Managed Accounts. Regan intends to grow the business in the next five years to manage $10+ billion in assets. If you are ambitious, results-orientated and seeking an opportunity to join a high caliber team of professionals on this exciting journey, we would like to hear from you.

Role Description

This is a full-time on-site role located in Dallas, TX, for an Internal Wholesaler. The role involves supporting and expanding the firm’s sales by establishing strong relationships with financial advisors, institutional investors, and high-net-worth clients. Primary responsibilities include engaging in client outreach efforts, collaborating with external wholesalers, providing updates on investment offerings, preparing sales materials, monitoring performance data, and analyzing market trends to develop effective business strategies. This position plays a critical role in promoting Regan Capital's investment products and solutions.

Responsibilities

• Partner with external wholesalers to develop, maintain, and expand relationships to drive sales.
• Develop new business through research and high-quality, proactive interactions with Financial Advisors.
• Develop a strategy for targeting prospective clients for each of the funds/ products that the Firm distributes through its sales channels.
• Have an impactful, repeatable pitch prepared for the Firm and each product.
• Utilize Salesforce to document all activities and assign leads to external wholesalers.
• Utilize databases such as Prequin, Discovery, and Dakota to generate leads for the external wholesaling team.
• Prepare and deliver product presentations to both internal and external audiences.
• Ability to create a daily plan and execute it accordingly, recording results and demonstrating a methodical approach to sales coverage.
• Responsible for scheduling follow-up meetings for external wholesalers and meeting weekly targets.
• Consistently following up with leads and prospects to advance the sales process and deepen advisor relationships.
• Drive attendance to various external wholesaler meetings, conferences, webinars, and Firm events.

Qualifications

• The position is permanently based in Dallas TX.
• Bachelor’s degree (B. A.) from a four-year college or university.
• Experience using Salesforce would be advantageous.
• Proficient with Microsoft Office Suite, primarily PowerPoint, Excel, and Outlook.
• Excellent presentation and communication (verbal and written) skills.
• Willingness to travel if necessary.
• Excellent social skills and ability to influence others, collaborate with different areas of the Firm.
• Experience with utilizing social media to drive sales.