Regional Associate I

The Inland Real Estate Group of Companies • Oak Brook, IL

12d • $50,000 - $55,000

About The Position

We are currently seeking an enthusiastic “go-getter” who is eager to jump-start their career in the financial services industry by joining our growing Internal Wholesaler team. The Regional Associate 1 will assist the External Wholesaler in the sales and marketing efforts in their assigned sales territory. This role will report to the Vice President, Internal Sales Manager of Inland Securities Corporation.

Requirements

• This position requires a Bachelor’s degree
• This position requires 2+ years of Financial Services or Related Sales Experience
• FINRA Series 7 & 63, or ability to obtain within 6 months (or as otherwise stated by management)
• Proficiency using Excel, Word and other Microsoft Office products
• Experience in financial instrument sales strongly preferred

Responsibilities

• Demonstrates highest standards of personal and professional integrity, adheres to company’s policies and procedures, and complies with applicable laws, government rules and regulations.
• Positive, action-oriented attitude and professional demeanor
• Strong negotiation skills
• Exceptional written and verbal communication skills
• Ability to thrive in a collaborative team environment
• Detail orientation
• Outbound business development/ prospecting calls to advisors in the region, including prospecting Hot Lists and known Top Producers
• Building and maintaining the territory calendar, rotation and segmenting of advisors
• Scheduling the territory external wholesaler with producers, warm and hot prospects, and home offices as appropriate
• Facilitating customer service for producers in the region in conjunction with the Customer Service Department
• Educating producers and prospects on the investment solution, updating them on portfolio developments and current offerings
• Other duties as assigned.

Benefits

• Medical/Dental/Vision insurance (PPO)
• Participation in the company 401(k) plan with a company match
• Vacation Time, Nine Paid Holidays, Three floating holidays per year
• Sick time
• Tuition reimbursement opportunity
• Company-paid life insurance equaling your annual base salary
• Company-paid short-term and long-term disability
• Paid Parental Leave
• This position is eligible as an internal promotion opportunity.

What This Job Offers

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