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Internal Sales Consultant


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  6/25/2019 11:29:03 AM    0    0  

The Position:
The purpose of this position is to develop and expand relationships with registered representatives working with a nationwide group of broker/ dealers who are part of Resource Securities investment product selling group.

Selected Responsibilities:
• Be an intricate part of a successful internal sales desk by providing sales support to the sales team and registered representatives.
• Works closely with assigned external wholesaler to create sales goals by identifying and cultivating leads form prospecting, ad campaigns, conferences and referrals.
• Participate in the success of national sales by helping on sales campaigns and territory projects as needed,
including call activity for the following:
         o Call campaign to representatives new to our selling group to help each territory touch every
            representative’s quickly.
         o Call campaigns and events (Dine Arounds; Conference Calls; Fund Updates; Due Diligence Meetings, etc.)
         o Call representatives pre and post for large conferences so we can touch everyone who attended
         o Present webcasts (weekly or bi-weekly open to all advisors), helping with individual webcasts
            when needed.
         o Prospecting to reach new representatives and give them the initial pitch to be passed onto the territory team.
         o Fill in for internal wholesalers who are out of the office (PTO or on the road)
         o Schedule sales appointments for the external wholesaler(s) in assigned territory.
• Maintaining wholesaling activity logs vial Salesforce.com to create and maintain advisors profiles and data on the current and proposed sales activity.
• Perform follow-up activities for external wholesaler(s) appointment’s.
• Present sales activities at monthly wholesaling meetings with external partners to the supervisors.
• When an internal wholesaler position becomes available in a territory, assume the open territory position; compensation will be adjusted to reflect the additional responsibility.

Qualifications:
• Strong sales, presentation, interpersonal and communication skills
• Must be a self-starter who requires little direction to succeed
• Willingness to work in a fast paced, challenging environment
• Thorough understanding of financial products
• Two plus years experience in sales. Experience in the securities industry is a plus
• Possession of FINRA Series 7 and 63 license required
• Clean U-4 and credit history

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