Internal Wholesaler

Inland Securities Corporation; Oak Brook (IL); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance (PPO)

401(k) with company match

Vacation time & holidays

Sick time

Company-paid life insurance

Company-paid disability

Job summary

Inland Securities Corporation is seeking an enthusiastic Internal Wholesaler to support External Wholesalers in the Illinois territory. The role reports to the Vice President, Internal Sales Manager and offers a path from Level 1 to Level 2 responsibilities, including data reporting and cross-department collaboration.

Total compensation targets between $100,000 and $125,000+ with base salary in the $60,000–$65,000 range plus commissions.

Qualifications

• Bachelor’s degree required.
• 1–3 years of Financial Services or related sales experience requested.
• FINRA Series 7 & 63 licenses required or pursued.

Responsibilities

• Demonstrates highest standards of integrity and complies with laws and regulations.
• Prospecting calls to advisors in the region and building territory calendar.
• Coordinate with External Wholesaler to develop and execute wholesaling plans.
• Educate producers on investment solutions and portfolio developments.
• Assist in executing outbound campaigns and respond to inbound inquiries.
• Manage relationships with Independent Broker/Dealer and RIA communities.
• Analyze territory sales data to identify opportunities and drive attendance at firm events.

Skills

Excel

Microsoft Office

Financial instrument sales

Education

Bachelor’s degree

Job description

Due to our continued growth and success, we are currently seeking an enthusiastic “go-getter” who is eager to jump-start their career in the financial services industry by joining our growing Internal Wholesaler team. The Internal Wholesaler will assist the External Wholesaler in the sales and marketing efforts in their assigned sales territory. The Internal will report to the Vice President, Internal Sales Manager of Inland Securities Corporation. In addition to Level 1 responsibilities, this role is designed for the internal to take on more responsibility by working with Level 1 internals. Level 2 internals will be empowered to help management by running reports, help with various training, and begin to work with other departments to further enhance the sales process.

Total Compensation Target is $100,000-$125,000+.

CORE RESPONSIBILITIES:

• Demonstrates highest standards of personal and professional integrity adheres to company’s policies and procedures and complies with applicable laws, government rules, and regulations.
• Positive, action-oriented attitude and professional demeanor
• Exceptional written and verbal communication skills
• Ability to thrive in a collaborative team environment
• Detail orientation
• Outbound business development/ prospecting calls to advisors in the region, including prospecting Hot Lists and known Top Producers
• Building and maintaining the territory calendar, rotation and segmenting of advisors
• Scheduling the territory external wholesaler with producers, warm and hot prospects, and home offices as appropriate
• Facilitating customer service for producers in the region in conjunction with the Customer Service Department
• Educating producers and prospects on the investment solution, updating them on portfolio developments and current offerings
• Help develop and assist in executing wholesaling business plans;
• Create and execute effective outbound call campaigns;
• Responding to inbound sales inquiries, literature requests, and service issues;
• Work closely with External Wholesaler in all aspects of creating and maintaining new relationships in the Independent Broker/Dealer and RIA communities;
• Assist in analyzing territory sales data to determine opportunities;
• Act as a liaison between the sales team and the operations department to resolve client issues/problems;
• Build and manage the sales territory calendar and ranking of advisors;
• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships;
• Drive attendance to various External Wholesaler meetings, territory roadshows, and firm events;
• Other duties as assigned.

QUALIFICATIONS:

Education:

• This position requires a Bachelor’s degree

Experience:

• This position requires 1-3 years of Financial Services or Related Sales Experience

Certifications/Licenses:

• FINRA Series 7 & 63

Skills:

• Proficiency using Excel, Word and other Microsoft Office products
• Experience in financial instrument sales strongly preferred

Annual Base Salary Range: $60,000 -$65,000. This position is eligible for sales commissions.

Inland offers a competitive range of benefitsfor eligible Full-time employees:

• Medical/Dental/Vision insurance (PPO)
• Participation in the company 401(k) plan with a company match
• Vacation Time, Nine Paid Holidays, Three floating holidays per year
• Sick time
• Company-paid life insurance equaling your annual base salary
• Company-paid short-term and long-term disability

This position is eligible as an internal promotion opportunity.

As part of our commitment to an efficient and consistent hiring experience, The Inland Real Estate Group, LLC and its affiliated companies (\"Inland\") may utilize artificial intelligence (\"AI\") or automated technologies to assist in certain aspects of the recruitment and hiring process, including resume review and candidate screening. AI-enabled tools are used to support hiring decisions and are not used as the sole basis for employment decisions. All employment decisions are reviewed and made by qualified Inland professionals.

We are a drug-free workplace. Pre-employment background checks and drug screening are conducted for all new hires in accordance with applicable laws and regulations.

Inland is committed to equal employment opportunity and considers applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial status, marital status, veteran status, disability, or any other status protected by applicable law. We do not use AI or any selection tools in a manner that results in unlawful discrimination based on any protected characteristic.

If you require a reasonable accommodation or an alternative method of assessment during any stage of the recruiting process, please contact our Talent Acquisition team at [e-mail].

Where required by applicable law, Inland will provide additional disclosures and obtain any necessary consent before using certain AI-enabled technologies. Candidates may request additional information regarding Inland’s use of AI in the hiring process at any time.

We are an E-Verify employer.