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Internal Wholesaler Jobs in Massachusetts

Defined Contribution Internal Wholesaler - State Street Global Advisors, Avp
By State Street Global Advisors At Boston, MA, United States
CIOs, Portfolio Managers and Portfolio Strategists
5 years’ financial services experience
Strong communication skills with the ability to question the “status quo”
Partner with SRD’s on their respective client and prospect opportunities, prioritizing activity and pipeline development
Work closely with the DC Strategists and Product Team
Develop and execute sales plan strategies with the primary focus of prospecting new business.

Are you looking for an exciting opportunity to join a fast-paced, dynamic team? We are looking for an Internal Wholesaler to join our team and help us grow our business. As an Internal Wholesaler, you will be responsible for developing and maintaining relationships with financial advisors and other key stakeholders. You will be responsible for providing product information, sales support, and marketing materials to help advisors make informed decisions. If you have a passion for sales and a desire to help others succeed, this could be the perfect job for you!

An Internal Wholesaler is a sales professional who works for a financial services company and is responsible for selling the company’s products and services to financial advisors and other financial professionals. The Internal Wholesaler is responsible for developing and maintaining relationships with financial advisors, providing product and service information, and helping advisors to make informed decisions about their clients’ investments.

What is Internal Wholesaler Job Skills Required?

• Excellent communication and interpersonal skills
• Ability to build relationships with financial advisors
• Knowledge of financial products and services
• Ability to work independently and as part of a team
• Knowledge of financial regulations and compliance
• Ability to analyze data and make informed decisions
• Proficiency in Microsoft Office Suite

What is Internal Wholesaler Job Qualifications?

• Bachelor’s degree in finance, business, or a related field
• Previous experience in sales or customer service
• FINRA Series 6 or 7 license
• Knowledge of financial markets and investments

What is Internal Wholesaler Job Knowledge?

• Knowledge of financial products and services
• Understanding of financial regulations and compliance
• Knowledge of financial markets and investments
• Understanding of financial planning and portfolio management

What is Internal Wholesaler Job Experience?

• Previous experience in sales or customer service
• Experience in financial services or financial planning
• Experience in developing and maintaining relationships with financial advisors

What is Internal Wholesaler Job Responsibilities?

• Develop and maintain relationships with financial advisors
• Provide product and service information to financial advisors
• Assist advisors in making informed decisions about their clients’ investments
• Analyze data and make informed decisions
• Ensure compliance with financial regulations
• Monitor financial markets and investments
• Provide customer service and support to financial advisors