Internal Wholesaler
Cyperus Group LLC
Internal Wholesaler | Financial Services Already licensed with your Series 7 63? Ready to launch a career in sales within asset management? If you're looking for more than a support role and want to become part of the revenue-driving side of the business, this is an outstanding opportunity to start your career in investment distribution. This is where successful External Wholesalers get their start. What You'll Be Doing: Partner directly with an experienced Regional Director to grow and develop a sales territory. Build relationships with financial advisors through proactive outbound calls. Present investment strategies with confidence and professionalism. Generate qualified sales opportunities and build pipeline Develop long-term advisor relationships through consistent follow-up. Track activity and sales progress within the CRM. Execute a daily call strategy in a fast-paced, metrics-driven environment Who Were Looking For: 1–3 years of financial services experience. Active FINRA Series 7 63 licenses required. And you should have... Strong communication skills and confidence on the phone - Competitive, resilient, and highly motivated to succeed - Organized, coachable, and eager to learn - Looking to build a long-term career in asset management sales. #J-18808-Ljbffr
Vacancy posted 2 days ago
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