Counterpoint Funds · 1 day ago
Internal Wholesaler
Fort Lauderdale, FL
Full-time
Onsite
Entry Level
$90K/yr - $110K/yr
2+ years expCounterpoint Funds is a leading defensive, systematic, and research driven mutual fund and ETF provider. The Internal Wholesaler will assist in raising assets by making proactive phone calls to financial advisers, sharing sales ideas, and providing product information while partnering with a Regional Vice President to execute business strategies.
AdviceFinancial ServicesRisk Management
Responsibilities
Lead Primarily motivated by sales success and meeting firm sales goals and targets with an emphasis on acquiring new business
Be responsible for sales completion as determined by sales goals and number of outbound/inbound sales activity
Maintain a minimum call volume each day and a targeted number of appointments on behalf of the RVP
Manage and maintain the customer relationship management system (CRM) and help the RVP maintain client profiles and an optimized travel schedule
Develop extensive working knowledge of Counterpoint Funds’ product offerings
Attend certain firm events such as conference calls, broker dealer events, due diligence events or other business initiatives sponsored by the firm
Qualification
Required
Desire and ability to work successfully in a growth oriented entrepreneurial environment
Exceptional communication skills; personable and possesses the ability to communicate with internal and external business partners at all levels
Strong organizational skills
Initiative-taker that is not afraid to pick up the phone and practice persistence in everything they do to succeed
Successful track record in developing and managing sales territory
Ability to work independently while also being a team player
Bachelor's degree, preferably in business or finance
Current FINRA Series 7 and 65/66 license or willingness to complete within designated timeframe
Proficiency in Microsoft Office
Excellent organizational and people skills
Ability to contribute and thrive in a team-oriented culture
Preferred
Preferred 2 years of experience working in a client service environment in the financial services industry
Company
Counterpoint Funds
Counterpoint Funds is a systematic, defensive and research driven mutual fund and ETF provider managing over $3 billion in assets as of September 2025.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Krause
Co-founder, Portfolio Manager
Daniel Krause
Partner
Company data provided by crunchbase