Internal Wholesaler promoting a full range of Wealth Management solutions to Advisors. Collaborating with external teams to drive sales growth within a defined region.
Responsibilities
Promoting a full range of Wealth Management solutions to Advisors
Providing proactive sales and business building ideas
Aligning Advisors' needs with innovative technology, product and service solutions
Collaborating with an External Wholesaler and Territory Coordinator
Accountable for sales growth and relationship management within a defined region
Executing a repeatable and measurable sales process
Staying knowledgeable on the current industry landscape and competitors
Becoming an expert in Wealth Management solutions and strategies
Requirements
College or University degree in a related field is preferred
Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
Knowledge of Wealth Management products (Annuities & Segregated Funds) and an understanding of global financial markets
Successful completion of industry related courses such as CSC, IFIC, CFP (or working towards completion of industry related courses) is preferred
Benefits
Health insurance
Dental insurance
Mental health support
Vision insurance
Short- and long-term disability insurance
Life and AD&D insurance
Adoption/surrogacy benefits
Wellness programs
Employee/family assistance plans
Retirement savings plans
Pension plan
Global share ownership plan with employer matching contributions
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