Vaco Boston has partnered with our client, a global investment management firm, that is seeking an Internal Wholesaler. This individual will provide strategic telephone sales and territory management for assigned territory.
Key Responsibilities :
- Independently plan, prepare and initiate sales calls
- Create, implement and execute territory marketing and sales strategy to promote and sell investment products.
Develop new prospects and maintain existing relationships.
Facilitate and participate in meetings with representatives either in the territory and / or during a visit to Boston office.
Facilitate conference calls between branch offices and investment staff.
- Plan broker dealer meetings, seminars, conference calls
- Analyze daily sales reports to provide intelligence on territory activity
- Keep current with industry knowledge and experience to collaborate with the externals wholesaler in achieving established sales goals
- Analyze firm and third-party data in order to narrow focus for sales campaigns
- Proactive and coordinated use of digital marketing and social media
Requirements :
- Bachelor’s degree
- 1-2 years relevant work experience in financial services (customer services, client relations, etc.)
- Series 7 and 66 strongly preferred.
- Knowledge of the financial services industry
- Strong attention to details
- Ability to work in a collaborative fast-paced environment
- Strong verbal and written communication skills.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
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