Regional Sales Associate II — Financial Services Growth

Triton Environmental Consultants, Ltd.; Oak Brook (IL); On-site; USD 100,000 - 125,000; Full time

Job summary

Triton Environmental Consultants, Ltd. is seeking an ambitious Internal Wholesaler to support the External Wholesaler in the Inland Securities Corporation sales region.

The position focuses on client education, outbound prospecting, and coordinating with home offices to grow advisor relationships. The role targets 1–3 years of financial services or related sales experience, with a Bachelor’s degree and FINRA licenses.

Qualifications

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

Responsibilities

• Demonstrates high integrity and adheres to policies and regulations.
• Outbound calls to advisors in the region for business development.
• Schedule territory calendar and coordinate with external wholesalers.
• Educate producers on investment solutions and portfolio updates.
• Assist in executing wholesaling business plans and campaigns.
• Respond to inbound inquiries and service issues.
• Build relationships with Independent Broker/Dealer and RIA communities.
• Analyze territory sales data to identify opportunities.

Skills

Excel Proficiency

Verbal Communication

Negotiation

Prospecting

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Triton Environmental Consultants, Ltd. is seeking an ambitious Internal Wholesaler to support the External Wholesaler in the Inland Securities Corporation sales region.

The position focuses on client education, outbound prospecting, and coordinating with home offices to grow advisor relationships. The role targets 1–3 years of financial services or related sales experience, with a Bachelor’s degree and FINRA licenses.