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Benefits offered by this job
401K with Company match
Paid Time Off
Health, dental, and vision insurance
Job summary
A reputable financial services provider is looking for an External Wholesaler in the Mid-Atlantic Region. The role involves building relationships across various financial institutions, striving for excellence in sales of diverse financial products. Candidates must have sales experience in financial services, relevant licenses, and be proficient in Microsoft Office and CRM systems. This position offers the flexibility of remote or hybrid work and includes a comprehensive benefits package designed to empower both employees and clients.
Qualifications
3+ years of sales experience in financial services relevant to role.
State Life and Health license is required.
FINRA Series 6 or 7 and state licenses needed.
Responsibilities
Develop and maintain relationships with financial professionals.
Execute territory sales goals and activity expectations.
Create and implement a strategic territory business plan.
Skills
Sales experience
Communication skills
Analytical skills
Time management
Education
Bachelor's degree or equivalent work experience
Tools
Microsoft Office
CRM systems
Job description
A reputable financial services provider is looking for an External Wholesaler in the Mid-Atlantic Region. The role involves building relationships across various financial institutions, striving for excellence in sales of diverse financial products. Candidates must have sales experience in financial services, relevant licenses, and be proficient in Microsoft Office and CRM systems. This position offers the flexibility of remote or hybrid work and includes a comprehensive benefits package designed to empower both employees and clients.