Internal Wholesaler: Advisor Relationships & Growth

FlexProfessionals, LLC; Baltimore (MD); Hybrid; USD 100,000 - 110,000; Full time

Job summary

FlexProfessionals, LLC is seeking an Internal Wholesaler/Intermediary Sales Consultant to build and manage relationships with financial advisors in the Baltimore region. You will collaborate with external sales partners to develop RIAs in the assigned territory and drive overall territory results.

The role emphasizes consultative selling, client service, and staying current on market trends. A mix of on-site and remote work is available, with regular conferences and travel as needed.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• FINRA licenses required and will be supported for this role.
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.
• Excellent communication and presentation abilities.

Responsibilities

• Build and manage relationships with financial advisors.
• Collaborate with external sales to cover high-potential advisors.
• Refer advisors to external partner for a seamless client experience.
• Prospect, sell, and retain advisor relationships with a consultative approach.
• Drive gross sales, net flows, redemption rates, and activity targets.

Skills

Consultative selling

Relationship mgmt

Communication

Salesforce experience

Financial services knowledge

Education

Bachelor’s degree

Tools

Salesforce

Job description

FlexProfessionals, LLC is seeking an Internal Wholesaler/Intermediary Sales Consultant to build and manage relationships with financial advisors in the Baltimore region. You will collaborate with external sales partners to develop RIAs in the assigned territory and drive overall territory results.

The role emphasizes consultative selling, client service, and staying current on market trends. A mix of on-site and remote work is available, with regular conferences and travel as needed.