VP, External Wholesaler – Institutional (Northeast)

Financial Independence Group, LLC; Cornelius (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Financial Independence Group, LLC seeks a VP, External Wholesaler to attract financial professionals and manage a territory effectively. You will target independent advisors, aiming for a significant sales run rate and appointments weekly. The ideal candidate has a solid background in financial services and proven sales success.

Qualifications include a relevant undergraduate degree and strong communication skills. Licenses in securities and life insurance are required.

Qualifications

• Minimum three years of financial services wholesaling experience preferred.
• Strong positive attitude and perseverance for success.
• Ability to quickly learn and comprehend financial products.

Responsibilities

• Lead a start-up territory to reach $120M run rate within 12 months.
• Drive 30+ appointments per week with financial advisors.
• Work collaboratively with internal and external teams.

Skills

Sales experience

Communication skills

Relationship management

Financial services knowledge

Education

Undergraduate degree in Business (Finance, Accounting, Marketing, etc.)

Job description

Financial Independence Group, LLC seeks a VP, External Wholesaler to attract financial professionals and manage a territory effectively. You will target independent advisors, aiming for a significant sales run rate and appointments weekly. The ideal candidate has a solid background in financial services and proven sales success.

Qualifications include a relevant undergraduate degree and strong communication skills. Licenses in securities and life insurance are required.