Internal Wholesaler Responsibilities and Duties

Posted in Job Responsibilities

Utilize outstanding opportunity to associate as an Internal Wholesaler with leading financial firm.

Ensure to contact RIAs, wire houses or independent financial advisors to present different product range.

Collaborate with external wholesalers to stimulate sales and develop relations with advisors across assigned territory.

Present portfolio construction and practice management assistance to advisors to develop strong customer relationships.

Implement follow up with advisors to precede sales process and deepen relationships.

Manage and oversee territory with external partner to attain or exceed goals.

Conduct relations-building and consultative sales calls through telephone with financial advisors and varied licensed professionals.

Develop and implement sales plan strategies with external and internal members of sales teams.

Express fund and annuity FDA or GLI objectives to concerned management.

Discuss financial domestic and international markets along with portfolio strategies.

Identify advisor needs and sales opportunities with respect to wholesale business.

Perform to cross-sell ideas and propose new concepts.

Prepare asset allocation strategies on basis of client goals and risk tolerances.

Conduct competitive evaluation within product line-ups and maintain information about mutual fund industry.

Develop tailor sales concepts and presentations on basis of advisor needs and profile.

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