Internal Wholesaler

Ready to make the move into investment sales? A top Asset Management firm is looking for an Internal Wholesaler to join its distribution team. This could be a great fit for someone early in their financial services career looking to build a path toward External Wholesaling — OR a more seasoned financial services professional who wants to pivot into sales and asset management distribution. What you’ll do: Partner with an experienced Regional Director to develop a sales territory Build relationships with Financial Advisors through proactive outbound calls Present investment strategies and generate qualified sales opportunities Build and manage a sales pipeline through consistent follow-up Track activity and results in the CRM Execute a daily call strategy in a fast-paced, metrics-driven environment What they’re looking for: Experience in financial services sales required Strong communication skills and confidence on the phone Competitive, resilient and highly motivated Organized, coachable and eager to learn Genuine interest in building a long-term career in asset management sales This is not just a support role — it’s an opportunity to get on the revenue-generating side of the business and build a career in investment distribution. #J-18808-Ljbffr Cyperus Group LLC