Regional Associate II
About The Position
Due to our continued growth and success, 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 II will assist the External Wholesaler in the sales and marketing efforts in their assigned sales territory. The Internal will report to the Vice President, Internal Sales Manager of Inland Securities Corporation. In addition to Level 1 responsibilities, this role is designed for the internal to take on more responsibility by working with Level 1 internals. Level 2 internals will be empowered to help management by running reports, help with various training, and begin to work with other departments to further enhance the sales process.
Requirements
- This position requires a Bachelor’s degree
- This position requires 3-5 years of Financial Services or Related Sales Experience
- FINRA Series 7 & 63
- 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
- Help develop and assist in executing wholesaling business plans;
- Create and execute effective outbound call campaigns;
- Responding to inbound sales inquiries, literature requests, and service issues;
- Work closely with External Wholesaler in all aspects of creating and maintaining new relationships in the Independent Broker/Dealer and RIA communities;
- Assist in analyzing territory sales data to determine opportunities;
- Act as a liaison between the sales team and the operations department to resolve client issues/problems;
- Build and manage the sales territory calendar and ranking of advisors;
- Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships;
- Drive attendance to various External Wholesaler meetings, territory roadshows, and firm events;
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
