Internal Wholesaler – Financial Services, Advisor Outreach

Zentech Consulting; Carmel (IN); On-site; USD 50,000 - 70,000; Full time

Job summary

Zentech Consulting is seeking an Internal Wholesaler in Carmel, Indiana. This role is central to the Internal Sales and Support team, responsible for building and nurturing relationships with financial advisers to sell investment products, including mutual funds and annuities.

The ideal candidate should possess a bachelor's degree, have at least 2 years of direct sales experience, and be comfortable with proactive outbound sales activities. Compliance with FINRA licensing exams is mandatory within the first few weeks of hire.

Qualifications

• Bachelor's degree preferred.
• FINRA 6, 63, 65 required for this position.
• 2+ years of direct sales experience.
• Ability to articulate specific sales strategy.

Responsibilities

• Develop and maintain relationships with financial advisers.
• Initiate sales through personalized proactive outbound calls.
• Deliver effective presentations to promote the Company.
• Track client interactions using SalesForce database.

Skills

Sales experience

Communication skills

Detail-oriented

Knowledge of investments

Education

Bachelor's degree preferred

Tools

SalesForce

Job description

Zentech Consulting is seeking an Internal Wholesaler in Carmel, Indiana. This role is central to the Internal Sales and Support team, responsible for building and nurturing relationships with financial advisers to sell investment products, including mutual funds and annuities.

The ideal candidate should possess a bachelor's degree, have at least 2 years of direct sales experience, and be comfortable with proactive outbound sales activities. Compliance with FINRA licensing exams is mandatory within the first few weeks of hire.