Internal Wholesaler

Greenkey Resources LLC; Greenwich (CT); On-site; USD 90,000 - 120,000; Full time

Job summary

Greenkey Resources LLC seeks an Internal Wholesaler to drive sales of financial products within a designated territory. You will collaborate with External Wholesalers to build advisor relationships and achieve targets using outbound calls, presentations, and comprehensive sales support.

The role requires strong communication, CRM proficiency, and the ability to manage multiple work streams while adhering to compliance guidelines. On-site collaboration in Greenwich, CT is expected.

Qualifications

• Bachelor’s degree or equivalent preferred.
• Minimum 3 years internal sales in financial services.
• Proficiency in CRM systems and MS Office.

Responsibilities

• Identify and cultivate new business opportunities through proactive outreach.
• Drive attendance to meetings, conferences, webinars, and firm events.
• Collaborate with External Wholesalers to schedule with key prospects.
• Manage prospects and producers through the sales cycle.
• Build and manage territory calendars, advisor rotations, and rankings.
• Maintain records of daily activities (calls, emails, follow-ups).
• Develop product knowledge and positioning strategies for firm offerings.
• Provide updates to External Wholesalers on progress and insights.
• Resolve escalated client service issues and ensure compliance.

Skills

Excellent communication

Initiative & goal-oriented

Multitasking

Education

Bachelor’s degree

Tools

CRM systems

Excel

Outlook

Job description

Internal Wholesaler Overview

• The Internal Wholesaler role focuses on driving sales of financial products within a designated territory.
• Collaborate with External Wholesalers to develop advisor relationships and achieve sales targets effectively.
• Utilize systematic outbound calls, product presentations, and sales support to generate new business opportunities.
• Maintain accurate records of activities in CRM systems to ensure seamless communication and tracking.
• Enhance knowledge of financial markets, economic trends, and alternative investments for effective positioning.
• Resolve escalated client service issues promptly and adhere to compliance guidelines.
• This role offers opportunities to develop expertise in financial products and build impactful advisor relationships.

Internal Wholesaler Key Responsibilities & Duties

• Identify and cultivate new business opportunities through proactive outreach efforts.
• Drive attendance to meetings, conferences, webinars, and firm events to expand engagement.
• Collaborate with External Wholesalers to establish effective schedules with key prospects.
• Manage prospects and producers throughout the sales cycle for seamless execution.
• Build and manage territory calendars, advisor rotations, and rankings strategically.
• Maintain accurate records of daily activities, including calls, emails, and follow-ups.
• Develop outstanding product knowledge and positioning strategies for the firm's offerings.
• Provide frequent updates to External Wholesalers regarding progress and insights.
• Resolve escalated client service issues efficiently and adhere to compliance requirements.

Internal Wholesaler Job Requirements

• Bachelor’s degree (B.A.) or equivalent combination of education and experience preferred.
• Minimum of 3 years of internal sales experience in the financial services industry.
• General knowledge of financial services, market trends, and competition preferred.
• Proficiency in CRM systems and Microsoft Office applications, including Excel and Outlook.
• Excellent oral and written communication skills with strong presentation abilities.
• Ability to multitask and manage multiple work streams effectively.
• FINRA Series 7 and 63 certifications required for compliance and operational success.
• Demonstrated initiative and goal-oriented mindset for achieving challenging objectives.