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Internal Wholsaler - Retirement Plan - Indianapolis IN

Expired Job

Courtney Raymond Consultants Indianapolis , IN 46077

Posted 6 months ago

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.

Requirements

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 Started

Submit 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!
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VIEW JOBS 12/11/2018 12:00:00 AM 2019-03-11T00:00 <span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;"><strong>Job Description</strong></span></span> <div><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">As a Retirement Plan Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships.  Your goal will be to raise and retain assets through a consultative approach. You’ll partner with an External Wholesaler or two to develop and maintain relationships with financial advisors and other intermediaries in order to sell American Funds products.    </span></span></div> <div><br /> <span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;"><strong>Responsibilities:     </strong></span></span></div> <ul> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Initiate sales by making personalized outbound calls     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Develop strategies for product positioning and sales opportunities     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Execute strategic territory coverage by partnering with your wholesaler     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Exhibit deep knowledge of investment concepts     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Deliver effective presentations to promote American Funds    </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Acts as a technical and educational resource     </span></span></li> </ul> <div><br /> <span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;"><strong>Qualifications:     </strong></span></span></div> <ul> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">3 years of direct sales and distribution of qualified retirement plans, including 401(k), PSP, MMP and ERISA sponsored 403(b)     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">FINRA Series 6, 63 desired, but not required    </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Completion of Series 6, 63 required within 5 weeks of hire     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Ability to communicate clearly and concisely, with an expertise in adapting to different audiences     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Ability to articulate specific sales strategies and processes     </span></span></li> <li style="padding: 0; margin: 0;"><span style="font-size:12px;"><span style="font-family:tahoma,geneva,sans-serif;">Bachelor’s degree preferred</span></span></li> </ul> Proenlist Indianapolis IN

Internal Wholsaler - Retirement Plan - Indianapolis IN

Expired Job

Courtney Raymond Consultants