Regional Associate II

Inland Real Estate Group of Companies; Downers Grove (IL); On-site; USD 100,000 - 125,000; Full time

Job summary

Inland Securities Corporation in Downers Grove, IL seeks an ambitious Regional Associate II to support external wholesalers and help grow the internal sales program. The role reports to the VP, Internal Sales Manager and progresses with increasing responsibilities, including reporting, training support, and cross-department collaboration.

The package targets $100,000–$125,000+ total compensation, with a bachelor’s degree and 1–3 years in financial services or related sales.

Qualifications

• Bachelor’s degree required for the role.
• 1–3 years of Financial Services or related sales experience.
• FINRA Series 7 and 63 licenses required or pursued.
• Proficiency with Excel, Word and other MS Office products.
• Experience in financial instrument sales is strongly preferred.

Responsibilities

• Demonstrates high standards of integrity and compliance with laws and policies.
• Outbound prospecting calls to advisors in the region and build relationships.
• Schedule territory calendar, rotation and segmenting of advisors.
• Coordinate with external wholesalers and home offices to advance sales.
• Educate producers on investment solutions and portfolio developments.
• Analyze territory sales data to identify opportunities and trends.
• Support internal teams to enhance the sales process and customer service.
• Drive attendance to meetings, roadshows and firm events.

Skills

Excel

Communication skills

Education

Bachelor’s degree

FINRA Series 7 & 63

Tools

Microsoft Office

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 Regional Associate II 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
• Strong negotiation skills
• 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