Internal Wholesaler

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

📋 Description

• Promote a comprehensive array of Wealth Management solutions to Advisors.

• Provide access to Portfolio Managers and Strategists.

• Create proactive sales strategies and business development ideas.

• Align the needs of Advisors with technology, product, and service solutions.

• Collaborate with an External Wholesaler and Territory Coordinator within a designated region.

• Drive sales growth while managing relationships.

• Implement a consistent and quantifiable sales process.

• Present to and engage with diverse audiences.

• Leverage technology to enhance efficiency and effectiveness.

• Develop innovative sales strategies, marketing ideas, and product applications.

• Cultivate expertise in Wealth Management solutions and strategies.

• Advance towards an External Wholesaler career path through business development training.

⛳️ Requirements

• Previous sales experience in the financial services sector.

• Familiarity with advisor practice management is highly desirable.

• Knowledge of Wealth Management products, including Annuities and Segregated Funds.

• Understanding of global financial markets.

• Ability to persuade and negotiate through consultation and active listening.

• Strong presentation skills.

• Capability to prioritize and manage time effectively.

• Proficiency in sales acumen, business development, and prospecting.

• Ability to implement a repeatable and measurable sales process.

• Aptitude for embracing technological advancements.

• Awareness of the current industry landscape and competitors.

• Capacity to develop innovative sales strategies, marketing ideas, and product applications.

• Willingness to become knowledgeable in Wealth Management solutions and strategies.

• A college or university degree in a related field is preferred.

• Successful completion or progress towards industry-related courses such as CSC, IFIC, or CFP, is preferred.

🏝️ Benefits

• Monthly sales incentives.

• Annual bonuses.

• Comprehensive onboarding process.

• Ongoing educational support.

• Extensive benefits program.

• Flexible work environment that promotes well-being and inclusion.

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability coverage.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance programs.

• Retirement savings plans.

• Pension plan.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays.

• Vacation days.

• Personal days.

• Sick days.

• Statutory leaves of absence.