External Wholesaler

This is a fully remote position, open to applicants in Louisiana.

📋 Description

• Accountable for establishing and nurturing relationships with financial advisors to drive asset generation within a designated territory.

• Aids in educating financial advisors on the advantages of the products and services offered for their clients through individual or group meetings, presentations, branch visits, seminars, and conferences/trade shows.

• Contributes to the development and execution of wholesaling business plans for the territory to achieve sales objectives.

• Reports on sales activities during weekly wholesaling meetings.

• Keeps detailed wholesaling activity logs or databases to establish and maintain broker profile levels and data regarding current and proposed sales activities.

• Collaborates closely with the assigned internal wholesaler to meet sales targets by identifying and nurturing leads generated from referrals, advertising campaigns, and territory canvassing.

• Oversees the expense account within the allocated budget.

• Undertakes additional duties and responsibilities as assigned.

⛳️ Requirements

• Bachelor’s Degree (B.A.) in Finance or a related field.

• A minimum of two (2) years of experience in the financial services sector.

• SIE required unless an exemption or grandfathering applies.

• FINRA Series 7 and the capability to obtain other necessary licenses within sixty (60) days of hire.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Life insurance.

• Critical illness and accident insurance.

• Disability benefits.

• Retirement savings options.

• Paid time off, including vacation, holidays, and sick leave.

• Parental leave.