4 internal wholesaler jobs found

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities, and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: Florida The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job...