Regional Associate II

Inland Group; Oak Brook (IL); Hybrid; USD 100,000 - 125,000; Full time

Job summary

Clear Destination Inc. is seeking an ambitious Regional Associate II to support Internal Wholesaler activities in Inland Securities Corporation’s sales region.

You will help drive the sales process, educate producers on investment solutions, and coordinate territory planning and outreach efforts to strengthen broker/dealer and RIA relationships. The role targets professionals with 1–3 years in financial services sales, strong negotiation and communication skills, and a Bachelor’s degree, plus

Qualifications

• Bachelor’s degree required.
• 1–3 years in Financial Services or related sales.
• FINRA Series 7 & 63 required.

Responsibilities

• Prospect and develop advisor relationships within the region.
• Coordinate territory calendar, meetings and roadshows.
• Educate producers on investment solutions.
• Collaborate with External Wholesaler to grow the territory.
• Handle inbound inquiries and assist in sales campaigns.

Skills

Financial instrument sales

Negotiation skills

Communication skills

Team collaboration

Education

Bachelor’s degree

Tools

Excel

Microsoft Word

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