Internal Wholesaler / Internal Sales Consultant
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Location: Stamford, CT
We are seeking a motivated, sales-driven Internal Wholesaler to join a growing investment distribution team. This individual will partner with external wholesalers to develop advisor relationships, generate new business opportunities, and drive asset growth.
Responsibilities:
- Build and maintain relationships with financial advisors, RIAs, and broker-dealers.
- Generate new business through proactive outreach and relationship management.
- Partner with external wholesalers to execute territory sales strategies.
- Educate advisors on investment products and solutions.
Qualifications:
- 2+ years of internal wholesaling, investment sales, or related financial services experience.
- Strong communication, relationship-building, and business development skills.
- Experience with Alternative Investments preferred,
- Mutual Funds, ETFs, or annuities will also be considered.
- Series 7 and 63 preferred. xhqgsiq
Competitive compensation and long-term growth opportunities.
Internal Wholesaler in stamford at Unknown Company
This position is listed as full time and onsite.