Internal Wholesaler

Position Overview

The Internal Consultant must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors.  The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness.  The successful candidate must be a self-starter and team player. 

Primary Responsibilities

• Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals.
• Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
• Articulate investment solutions and strategies and discuss financial markets (domestic and international).
• Identify and support sales opportunities and advisor needs, advance relationships, and introduce new concepts.
• Work with various departments/individuals within the organization to provide exceptional service and support to our Financial Advisors.
• Handle daily territory management tasks, including client prospecting, CRM management,  servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

Critical Success Factors

• Ability to thrive in a fast-paced environment.
• Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.
• Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.
• Ability to effectively work with Regional Consultants through the client sales and servicing cycle.
• Excellent presentation, communication, and phone skills in a virtual environment.
• Proven client-focused consultative sales approach, including the ability to listen to clients/prospects needs and help identify and present appropriate solutions.
• Ability to overcome objections.
• Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.

Technical Skills Required

• Bachelor’s degree in Finance, Business, or related field required.
• 3-4 years financial services industry preferred.
• FINRA Series 6 or 7 & 63 (or 66) and 65 preferred.
• Proficiency in Microsoft Office product suite.