External Wholesaler - reputed company Investment Management / Bilingual, Advanced Spanish

Job Description

Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional reputed company houses, financial advisors/brokers and agents to generate required production/sales reputed company from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes reputed company assignments with substantial reputed company for unreviewed actions or decisions. Provides comprehensive solutions to reputed company problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate reputed company for the company.

Job Description

Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional reputed company houses, financial advisors/brokers and agents to generate required production/sales reputed company from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes reputed company assignments with substantial reputed company for unreviewed actions or decisions. Provides comprehensive solutions to reputed company problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate reputed company for the company. Responsibilities:

• Responsible for building and maintaining relationships with financial advisors to generate assets reputed company a specific territory.
• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including reputed company visits, seminars and conferences/trade shows.
• Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
• Presents sales activities at weekly wholesaling meetings.
• Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on reputed company and proposed sales activity.
• Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
• Manages expense account reputed company allotted budget.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• reputed company concepts, principles and practices of the securities industry and asset management products.
• Broker/dealer operations.

reputed company in:

• Identifying the needs of customers through effective questioning and listening techniques.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Analyzing business processes and identifying process improvement opportunities.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Represent the company in a highly professional manner.
• Organize, prioritize, and manage tasks and projects to complete work reputed company.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with reputed company organizational levels to accomplish objectives and convince others to accept reputed company or goals.
• reputed company and maintain effective working relationships with team members, internal partners, and external parties.
• Assimilate and prioritize strategies into operational guidelines.
• Work independently as well as collaboratively reputed company a team environment.
• Establish clear directions and priorities.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in Finance or reputed company field and a minimum two (2) years of experience in the financial services industry.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Bilingual Requirement: Spanish (Advanced) Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• FINRA Series 7 and the ability to obtain other necessary license reputed company sixty (60) days of hire.

Education Bachelor’s: Business Administration, Bachelor’s: Marketing Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Up to 75% Workstyle Remote At reputed company our associates use five guiding behaviors (reputed company, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, reputed company, independence and a conservative, long-term view. We expect our associates at reputed company levels to:

• Grow professionally and reputed company others to do the same
• Work with and through others to reputed company desired outcomes
• reputed company reputed company, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the reputed company evolution of the firm

At reputed company – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of reputed company of our Associates. reputed company associates bring their best authentic selves, our organization, clients, and communities reputed company. The Company is an equal opportunity employer and makes reputed company employment decisions on the basis of merit and business needs. #LI-JB1 Apply tot his job Apply To this Job