UIT Internal Wholesaler

Evolving Solution Services; Parsippany-Troy Hills (NJ); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Full medical and dental benefits

401(k) plan with company match

Job summary

Hennion & Walsh, Inc. is seeking a highly motivated Internal Wholesaler trainee to join our growing team in Parsippany-Troy Hills, NJ.

The role focuses on supporting the External Wholesaler by making outbound calls, scheduling appointments, and developing market penetration across regions. The ideal candidate will have Series 7 and 63, a drive to learn, and the ability to work in a fast-paced, team-based environment.

Qualifications

• Series 7 and 63 required.
• 1 year of sales experience preferred.
• Team oriented and individually driven.
• Dedicated to producing results.
• Competitive compensation.
• Open and supportive team-based environment.

Responsibilities

• Make outbound telephone sales calls to third party distributors within regions to build rapport and promote financial products.
• Increase market penetration by setting appointments for the External Wholesaler.
• Delivering product updates and proactively cultivating leads for new products.
• Respond to inbound sales inquiries, literature requests, and service issues.
• Work in coordination with the External Wholesaler to achieve regional sales goals and retain assets.
• Resolve any operational issues as they relate to clients of the assigned territory.

Skills

Series 7/63

Sales experience

Team oriented

Results driven

Financial products

Job description

If you are of highly motivated character and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you.

Overview

Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies.

We are searching for a highly talented and motivated individual to join our dynamic work force as an Internal Wholesaler. The ideal candidate will have strong communication skills, passion for the financial industry, demonstrate ability to learn, and possesses organizational skills. The candidate will work with our team of internal wholesalers, and support an External Wholesaler in the effort to drive territory sales.

• Make outbound telephone sales calls to third party distributors within regions to build rapport and promote financial products
• Increase market penetration by setting appointments for the External Wholesaler
• Delivering product updates and proactively cultivating leads for new products
• Respond to inbound sales inquiries, literature requests, and service issues
• Work in coordination with the External Wholesaler to achieve regional sales goals and retain assets
• Resolve any operational issues as they relate to clients of the assigned territory

Qualifications

• Series 7 and 63 required
• 1 year of sales experience preferred
• Team oriented and individually driven
• Dedicated to producing results
• Competitive compensation
• Open and supportive team-based environment
• Full medical and dental benefits
• 401(k) plan with company match

The base salary range for this trainee position is $50,000.00 per year, plus variable compensation. Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

SmartTrust is a division of Hennion & Walsh Inc. Member FINRA, SIPC