Job Title:
Internal Wholesaler
Job Code:
Job Category:
Business Development/Sales
Job Type:
Job Location:
Boston - MA
Date Posted:
Aug 30 2021
Boston Asset Management Firm is seeking a sales professional to join their team as an Investment Consultant. This individual will perform as part of a team including external sales professionals and other internal partners. It is this individual's responsibility to provide sales support to existing clients and drive sales through strong presentation skills and maintaining and strengthening relationships with clients.

Position Responsibilities:
  • Provide sales support and service by initiating outbound calls to existing broker deals- providing market updates, cross selling firm products and services
  • Follow-up with clients after wholesaler visits to provide additional information, collect feedback on the meeting and inquire about additional product needs
  • Coordinate planning of meetings, seminars, and conference calls involving clients, reps, affiliate PM's as well as others within the firm's organization
  • Assist financial advisors in growing their business by promoting the firm, producing hypothetical analysis, and updating them on current marketing materials and informing them of upcoming events
  • Maintain competitive intelligence meaningful to the firm and markets by attending meetings and trainings, engaging and forming partnerships with other internal departments and product teams, and staying ahead of the news and media updates

Position Qualifications:
  • Bachelor's Degree
  • Minimum 1 year in financial sales or wholesaling
  • Excellent social skills and ability to influence others
  • Proven ability to easily build and maintain relationships
  • Excellent time management and organizational skills with the ability to prioritize for the most effective results
  • Series 6,63
  • Series 7 preferred, required within 3 months of hire
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:


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