State Licensed Internal Wholesaler

Job Summary

A company is looking for an Internal Wholesaler for Retirement Plans.

Key Responsibilities

• Partner with financial professionals and Regional Sales Directors to support sales efforts
• Proactively reach out to complete the sales process and gather necessary information
• Utilize a CRM to track and document sales progress while staying informed on market regulations

Required Qualifications

• Bachelor's degree or equivalent work experience
• 1-3 years of internal sales experience
• Retirement Plans record keeper experience strongly preferred
• Life insurance license and Securities Representative (Series 6 or 7 and Series 63) or willingness to obtain within 6 months
• Self-motivated with excellent time management skills