Leader Capital is seeking a wholesaler to market two mutual funds (LCTIX & LCCIX)
The role involves cultivating relationships with Registered Investment Advisors (RIAs), financial planners, family offices, brokers/dealers, consultants, and other institutional clients.
Responsibilities:
- Achieve sales targets
- Resolve customer inquiries
- Maintain relationships with over 2,500 current clients
- Establish potential financial advisor relationships through proactive daily cold calls and occasional Zoom calls
- Follow up on new leads and referrals resulting from field activity
Requirements:
- Series 6 or 7
- Strong computer skills, including proficiency in MS Office
- Experience with outbound sales cold calling
- CRM experience
Compensation:
- $80,000 salary + commissions
- Medical/dental benefits and 401(k)
Job Type: Full-time