Internal Wholesaler (Inside Sales)

Toews Asset Management • New York, NY

16h • Onsite

About The Position

Toews Asset Management is a 30-year-old, boutique asset management firm whose primary goal is to help advisors tackle the most pressing portfolio challenges with innovative risk mitigation strategies in the marketplace. Toews is seeking an Internal wholesaler to drive new business, deepen financial advisor, RIA, partner relationships, and keep the territory running in lockstep with an external Regional Vice President and the Toews business and marketing plan. You’ll own high-touch prospecting, deliver compelling product narratives, and step in for external coverage when needed.

Requirements

• 2+ years financial sales (ETFs, mutual funds, model portfolios)
• 2+ years cold-calling with measurable results.
• FINRA Series 7, Series 63 (active) plus Series 65 (or 66) are required within 3 months of hire.
• Bachelor's or MBA in Finance/Business or related field.
• Strong market/product knowledge; confident presenter (phone/Zoom/Teams).
• CRM fluency (Salesforce) + Microsoft 365; organized, fast, and target driven.
• Ability to travel to events or conferences as needed.

Nice To Haves

• RIA/IBD/wirehouse/TAMP coverage experience
• Series 65/66
• Territory coordination or mentorship
• MBA or designations such as CFA, CAIA.

Responsibilities

• Prospect & qualify: High-volume outbound to Financial Advisors / RIAs; secure meetings for you and your territory RVP.
• Manage the pipeline: Keep Salesforce pristine; log activities, next steps, and conversion metrics.
• Present with clarity: Communicate on ETFs, mutual funds, and model portfolios; support webinars, conferences, and marketing campaigns.
• Support execution: Align goals, share market intel, and execute to hit/exceed targets.
• Service & follow-up: Coordinate producer support, calendar/tasks, leads follow-up and documentation for smooth ops.
• Step in as needed: Cover select meetings/presentations when your external is traveling or double-booked.
• Mentor & coordinate: Guide territory resources to maximize productivity and consistency. Share what works with other territories.
• Coordinate executive speaking events: Schedule speaking engagements, along with 351 Exchange presentations, for our President and CEO at CFA/FPA events.
• Foster company culture, collaboration & training: Work onsite in our NYC office 4 days a week

Benefits

• Base Salary: $70,000 – $85,000 (+incentive bonus. Commensurate with experience)
• Incentives: Competitive commission structure. Target total compensation for a successful internal wholesaler is approximately $120,000 – $140,000.
• Speaking engagement bonus: An additional bonus is paid for scheduled speaking engagements for the CEO and President in addition to the compensation above.
• 401k/health/travel/education reimbursement etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level