Internal Wholesaler (Inside Sales) jobs in United States
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Toews Asset Management · 4 months ago

Internal Wholesaler (Inside Sales)

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$70K/yr - $85K/yr
date2+ years exp

Toews Asset Management is seeking an Internal Wholesaler to work directly with financial advisors and develop expertise in asset management. The role involves building relationships, making outbound calls to prospect new advisors, and assisting financial advisors in analyzing client financial information.

AdviceFinancial ServicesImpact Investing

Responsibilities

Partner with your designated territory team to develop and execute a business plan that maximizes sales
Build and maintain strong relationships with Financial Advisors, RIAs, and industry partners
Make proactive outbound calls to prospect new advisors and identify sales opportunities
Schedule quality appointments for external wholesalers with producing or high-potential RIAs
Serve as a product expert on Toews’ Model Portfolios, Mutual Funds, and ETFs
Assist financial advisors in analyzing client financial information to recommend appropriate strategies
Consistently execute 100+ outbound touches per day to drive engagement and growth
Be present in the NYC office at least 4 out of 5 days each week to foster collaboration, training, and team culture

Qualification

Sales acumenModel Portfolios knowledgeMutual Funds knowledgeETFs knowledgeFinancial services experienceCFACAIAEntrepreneurial spiritConsultative skillsInterpersonal skillsCommunication skillsTeamwork skills

Required

Entrepreneurial spirit with a proactive, driven mindset
Strong sales acumen and consultative business development skills
In-depth knowledge of Model Portfolios, Mutual Funds, and ETFs
Proven ability to build and strengthen relationships with advisors and their staff
Excellent interpersonal, communication, and teamwork skills
Bachelor's degree required
2+ years of financial services sales experience
FINRA Series 7 and 63 plus Series 65 (or 66) are required within 3 months of hire
Be present in the NYC office at least 4 out of 5 days each week to foster collaboration, training, and team culture

Preferred

Existing relationships within the RIA and financial advisor community
MBA or designations such as CFA, CAIA a plus
We prefer licensed candidates

Benefits

Competitive commission structure

Company

Toews Asset Management

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Toews Asset Management is an investment advisory firm that builds and manages behavioral portfolio design.
dateFounded in 1994
location
New York, New York, USA
people-size11-50 employees
web-link
https://toewscorp.com

Funding

Current Stage
Early Stage

Leadership Team

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Christopher Collins
Regional Vice President
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Recent News

PR Newswire
Toews Bridges Tax Gap with Launch of Hedged Nasdaq-100® ETF Seeded by Innovative '351 ETF Exchange'
2026-01-22
Morningstar.com
National Investment Risk Day (NIRD) to Celebrate the (near) Triumph of Speculation Over Discipline
2026-01-19
PR Newswire
Toews Asset Management Promotes Christopher Collins to Regional Vice President, Eastern Territory
2025-12-09
Company data provided by crunchbase