Internal Wholesaler

Cyperus Group LLC; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Cyperus Group LLC in New York is seeking an Internal Wholesaler to join our financial services distribution team. This role focuses on developing a sales territory within asset management and is ideal for someone ready to launch in revenue-driving sales.

You'll work with an experienced Regional Director, build relationships with financial advisors through proactive outbound calls, and present investment strategies with professionalism.

Qualifications

• 1–3 years of financial services experience.
• Active FINRA Series 7 and 63 licenses required.
• Strong communication and sales aptitude.

Responsibilities

• Partner with a Regional Director to grow and develop a sales territory.
• Build relationships with financial advisors through outbound calls.
• Present investment strategies with confidence and professionalism.
• Generate qualified sales opportunities and build pipeline.
• Develop long-term advisor relationships through consistent follow-up.
• Track activity and sales progress within the CRM.
• Execute a daily call strategy in a fast-paced, metrics-driven environment

Skills

Financial services experience

Series 7

Series 63

Outbound sales

Job description

Internal Wholesaler | Financial Services

Already licensed with your Series 7 63?

Ready to launch a career in sales within asset management?

If you're looking for more than a support role and want to become part of the revenue-driving side of the business, this is an outstanding opportunity to start your career in investment distribution. This is where successful External Wholesalers get their start.

What You'll Be Doing:

• Partner directly with an experienced Regional Director to grow and develop a sales territory.
• Build relationships with financial advisors through proactive outbound calls.
• Present investment strategies with confidence and professionalism.
• Generate qualified sales opportunities and build pipeline
• Develop long-term advisor relationships through consistent follow-up.
• Track activity and sales progress within the CRM.
• Execute a daily call strategy in a fast-paced, metrics-driven environment

Who Were Looking For:

• 1–3 years of financial services experience.
• Active FINRA Series 7 63 licenses required.

And you should have...

Strong communication skills and confidence on the phone - Competitive, resilient, and highly motivated to succeed - Organized, coachable, and eager to learn - Looking to build a long-term career in asset management sales.