Internal Wholesaler Retirement Plan Indianapolis IN
80 year old private firm with international footprint, $1.6 trillion AUM, portfolio management of more than 40 mutual funds, serving institutional clients and individual investors also offers private wealth management, private equity, and investment services. Seeking an experienced, self-directed, internal wholesaler with experience in sales or marketing and distributing qualified retirement plans, including 401(k), PSP, MMP and ERISA sponsored 403(b). Manages presale coordination and full life cycle of sales process from proposal to resolution.
Undergraduate degree or retirement plan industry accreditation (ASPPA), plus FINRA 6 and 63 licenses preferred. 3+ years relevant sales experience required. Exceptional communication skills (verbal and written) are required, along with in-depth functional, industry knowledge and technical skills, attention to detail, high level of time management, and collaborative work style within a team environment.
Relocation is available, compensation is competitive and includes bonus. Recognized as a top employer by numerous diversity organizations and publications, the culture of this employer is a key reason to consider this opportunity.
How to Get StartedSubmit a complete resume with details about how you meet the minimum expectations. Qualified candidates will be contacted via phone and/or email, so watch your in box! Well start with a brief phone call to provide an overview about the position to ensure that you are qualified and interested. Well present your qualifications to our client and coach you through each step of candidacy. Lets get started!
Courtney Raymond Consultants