Junior External Wholesaler

Leeds Professional Resources; Miami (FL); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Leeds Professional Resources in Miami is seeking a junior wholesaler to join our team and help develop advisor relationships and grow market presence.

You will collaborate with internal wholesalers, conduct product presentations, and execute territorial plans to meet sales targets.

This role offers exposure to the financial services industry with opportunities for advancement and a clear path to build a career in wholesale distribution.

Formación

• Bachelor's degree in finance, business, or marketing preferred.
• 2 to 5 years of financial services experience.

Responsabilidades

• Maintain face-to-face relationships with financial advisors and broker-dealers.
• Conduct product presentations, branch visits, and seminars.
• Partner with internal wholesalers to track leads and close sales.
• Execute territorial business plans to meet net sales goals.
• Manage travel schedules and entertainment expense budgets.

Conocimientos

Relationship building

Presentation skills

Sales

Team collaboration

Educación

Bachelor's degree in finance, business, or marketing

Descripción del empleo

Exciting opportunity for a junior wholesaler to join an established fund distributor here in Miami. This role will work on a team to development and grow advisor relationships. Strong opportunities for career growth.

Core Responsibilities

• Maintain face-to-face relationships with financial advisors and broker-dealers
• Conduct product presentations, branch visits, and seminars
• Partner with internal wholesalers to track leads and close sales
• Execute territorial business plans to meet net sales goals
• Manage travel schedules and entertainment expense budgets

Qualifications & Requirements

• Bachelor's degree in finance, business, or marketing preferred
• 2 to 5 years of financial services experience