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Equitable · 5 days ago

Internal Wholesaler- Mutual Funds (HYBRID)

Charlotte, NC

Full-time

Hybrid

Entry Level

1+ years exp

Equitable is dedicated to helping clients secure their financial well-being through a diverse and committed team. The Internal Wholesaler role focuses on distributing retail mutual fund products to financial intermediaries, cultivating new relationships, and maintaining existing partnerships.

BankingConsultingFinancial Services

Responsibilities

Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products

Client support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis

Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships

Identifies client needs & coordinates efforts to service assigned intermediaries

Leverages strategic relationships with investment providers, advisors, and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity

Qualification

Series 67 & 63Account ManagementInvestment Industry KnowledgeClient Relationship ManagementStrategic Sales PlanningManaging Multiple PrioritiesSales ChannelsEffective PresentationsCommunication Skills