Internal Wholesaling Trainee - Market-Linked Sales

InspereX LLC; Delray Beach (FL); Presencial; USD 52.000 - 76.000; Jornada completa

Descripción de la vacante

InspereX in Delray Beach, FL is seeking an entry-level Internal Business Consultant (IBC) to build relationships with Financial Advisors and share proactive sales ideas that promote Wholesaled Market-Linked Products. This role is a pathway to Internal Wholesaling, with Series 7 and 63 licensing required within 60 days and sponsor materials provided.

You will be part of the Market Linked Products team, collaborating with External and Internal Wholesalers to drive new relationships and regional

Formación

• Bachelor’s degree required.
• FINRA SIE certified (within 60 days of hire).
• Strong active listening skills used to persuade and negotiate.
• Ability to engage and present to different audiences.
• Excellent time management with prioritizing daily activities.
• Ability to execute repeatable and measurable sales processes.
• Aptitude for incorporating technology to improve efficiency.

Responsabilidades

• Build relationships with Financial Advisors and share proactive sales ideas.
• Align Advisor and Investor needs with investment strategies and technology.
• Grow new relationships and sales within a defined region with the team.

Conocimientos

Strong communication

Relationship building

Negotiation

Self-motivated

Educación

Bachelor's degree

Descripción del empleo

InspereX in Delray Beach, FL is seeking an entry-level Internal Business Consultant (IBC) to build relationships with Financial Advisors and share proactive sales ideas that promote Wholesaled Market-Linked Products. This role is a pathway to Internal Wholesaling, with Series 7 and 63 licensing required within 60 days and sponsor materials provided.

You will be part of the Market Linked Products team, collaborating with External and Internal Wholesalers to drive new relationships and regional