Internal Sales Wholesaler

The Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue goals through intermediaries such as Financial Advisors, Recordkeeper Wholesalers and CPAs. This role will leverage existing industry relationships, market trends and defined contribution market data to drive sales in assigned regions.

What You Will Do

Create and implement outbound call campaigns to drive awareness in assigned regions. Identify and develop new financial advisor relationships in assigned territory through marketing campaigns and outbound calls. Participate in point-of-sale meetings with prospects, advisors, and/or wholesalers.

Why It Might Be a Fit

Deliver high-quality, responsive service to all inbound requests for retirement plan product information and sales support. Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping, Solo(k) plans).

Requirements

• Strong knowledge of retirement plan services and ERISA
• Ability to communicate clearly and concisely and be able to adapt to different audiences
• Strong written and communication skills
• Proficiency with Microsoft Office applications including Excel and PowerPoint
• Must be detailed oriented and possess strong organizational skills
• Time management focus, with attention to deadlines and timelines
• A track record of consistently meeting and/or exceeding performance expectations
• High School diploma or GED required
• Bachelor’s degree preferred
• Minimum 2 years of defined contribution / industry experience
• Outbound business development experience required
• Broad knowledge of retirement plan services including plan administration and sales
• Experience working with financial advisors, recordkeeping wholesalers and CPAs
• Current QKS or QKA or ability to obtain at least one designation with 12 months of hire

Benefits

• 401(k) with up to 4% match
• Flexible PTO
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility