Internal Wholesaler

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

📋 Description

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

• Facilitate access for Advisors to Portfolio Managers and Strategists.

• Offer proactive sales strategies and business development ideas.

• Align Advisors' requirements with technology, products, and service solutions.

• Collaborate with an External Wholesaler and Territory Coordinator.

• Drive sales growth and manage relationships within a designated region.

• Cultivate business within an established training program aimed at becoming an External Wholesaler.

• Implement a consistent and measurable sales process.

• Persuade and negotiate through effective consultation and active listening.

• Deliver impactful presentations to diverse audiences.

• Allocate time for both operational and strategic business activities.

• Identify and develop sales opportunities.

• Leverage technology to enhance efficiency and effectiveness.

• Create innovative sales strategies, marketing concepts, and product applications.

• Attain expertise in Wealth Management solutions and strategies.

⛳️ Requirements

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

• Previous sales experience in the financial services sector, ideally with knowledge of advisor practice management.

• Familiarity with Wealth Management products, including Annuities and Segregated Funds.

• Understanding of global financial markets.

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

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

• Strong presentation skills.

• Ability to prioritize tasks and manage time effectively.

• Demonstrated sales acumen, business development, and prospecting skills.

• Proficiency in leveraging technological advancements.

• Awareness of the current industry landscape and competitive environment.

• Ability to formulate innovative sales strategies, marketing concepts, and product applications.

• Willingness to gain expertise in Wealth Management solutions and strategies.

• Positive and energetic disposition.

• Resilient, ambitious, self-driven, adaptable to change, results-oriented, and open to coaching.

🏝️ Benefits

• Monthly sales incentives.

• Annual bonuses.

• Comprehensive onboarding process.

• Ongoing educational support.

• Extensive benefits package.

• Flexible working environment.

• Health benefits.

• Dental benefits.

• Mental health benefits.

• Vision benefits.

• Coverage for short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance programs.

• Retirement savings plans.

• Pension plan.

• Global share ownership program with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays, vacation, personal, and sick days.

• Statutory leaves of absence.