1 jobs found in New York, NY

HRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to: · Develop a deep understanding of our investment strategies · Profile financial advisors and how to help them increase their business · Speak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations · Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all calls · Deliver sales literature to effectively facilitate sales process and enhance advisor...