Regional Associate I

Inland Real Estate•Oak Brook, IL

12d

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

Nice To Haves

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.