Regional Associate II

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

Job summary

The Inland Real Estate Group of Companies seeks an energetic Regional Associate II to join Inland Securities Corporation and support the External Wholesaler within the assigned territory. You will help drive sales and marketing efforts and participate in building strong advisor relationships.

The role offers progression from Level 1 to Level 2, including running reports, assisting with training, and collaborating with multiple departments to optimize the sales process.

Qualifications

• Bachelor’s degree required.
• 1–3 years of Financial Services or related sales experience.
• FINRA Series 7 & 63 licenses required.
• Proficiency using Excel, Word and other Microsoft Office products.

Responsibilities

• Assist External Wholesaler in sales and marketing within the territory.
• Schedule and manage territory calendar and meetings.
• Conduct outbound prospecting calls to advisors in the region.
• Educate producers on investment solutions and portfolio developments.
• Help develop and execute wholesaling business plans.
• Respond to inbound sales inquiries and literature requests.
• Collaborate with Operations to resolve client issues.
• Drive attendance to wholesaler meetings and firm events.

Skills

Financial services sales

Excel proficiency

Word proficiency

Education

Bachelor’s degree

Tools

Excel

Word

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