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External Sales, Wirehouse Channel - Minnesota/Wisconsin
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Job Description
- Req#: JR023705
Employer Industry: Investment Management
Why Consider this Job Opportunity:
- Salary up to $100,000 per year
- Eligibility for annual discretionary incentive compensation and potential bonuses
- Comprehensive benefits package, including medical, dental, vision, and life insurance
- Generous paid time off policy, including 25 vacation days and 10 paid holidays
- Opportunities for career advancement within a supportive and empowering work environment
- Commitment to diversity and inclusion, fostering a collaborative workplace culture
What to Expect (Job Responsibilities):
- Develop and maintain sales programs with assigned intermediaries
- Identify client needs and coordinate efforts to service assigned intermediaries
- Conduct sales promotion and product training meetings for intermediaries and mutual fund shareholders
- Collaborate with an Internal Consultant to execute the business plan for the territory
- Submit call and expense reports in a timely manner
What is Required (Qualifications):
- Bachelor's degree or equivalent
- Minimum 8-10 years of financial services experience, with at least 2 years in internal/outside wholesaling/sales
- FINRA Series 7, 79, 63, or 66 required
- Strong communication and presentation skills
- High motivation and demonstrated sales success
How to Stand Out (Preferred Qualifications):
- Experience in a competitive financial services environment
- Proven track record of exceeding sales targets
- Familiarity with technology and digital sales tools
- Ability to work collaboratively in a team-oriented environment
#InvestmentManagement #SalesOpportunity #CareerGrowth #DiversityAndInclusion #FinancialServices
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