RIA Channel Internal Wholesaler — Hybrid (Baltimore)

FlexProfessionals, LLC; Baltimore (MD); Ibrido; USD 100.000 - 110.000; Tempo pieno

Descrizione del lavoro

FlexProfessionals, LLC is seeking an Internal Wholesaler to sell into RIAs, partnering with external sales professionals to grow advisor coverage in the assigned territory. The role emphasizes consultative selling, relationship building, and a strong knowledge of current market trends.

Four days on-site in Baltimore, MD with one remote day offer a balanced mix of field and office work. Compensation includes a base salary of $100,000–$110,000 plus performance bonus and opportunity for growth.

Competenze

• Bachelor's degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• FINRA licenses are required and will be supported for this role.
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.

Mansioni

• Build and manage relationships with a targeted audience of financial advisors.
• Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.
• Refer advisors to your external partner as appropriate, ensuring a seamless client experience.
• Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
• Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets, sharing accountability for overall territory success.

Conoscenze

Sales experience

Relationship management

CRM proficiency

Communication & presentation

Formazione

Bachelor's degree

Strumenti

Salesforce

Descrizione del lavoro

FlexProfessionals, LLC is seeking an Internal Wholesaler to sell into RIAs, partnering with external sales professionals to grow advisor coverage in the assigned territory. The role emphasizes consultative selling, relationship building, and a strong knowledge of current market trends.

Four days on-site in Baltimore, MD with one remote day offer a balanced mix of field and office work. Compensation includes a base salary of $100,000–$110,000 plus performance bonus and opportunity for growth.