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Financial Wholesaler

Company: Severin Investments LLC
Location: Saint Louis
Posted on: July 14, 2019

Job Description:

External SMA Wholesaler Job Overview: The candidate is responsible for developing and maintaining relationships, as well as identifying and acquiring new business within the assigned territory to meet sales goals. Responsibilities:Responsible for build out new territories in the and maintaining existing relationships.--Raising and retaining assets within a geographic territory by meeting with brokers and financial advisors to provide product information, share sales ideas, gather marketing data and offer sales support.Incorporate sales methodology / interviewing skills to learn about representatives' business and needs to suggest sales and marketing ideas.Assist clientele with sales and marketing material, product analysis and problem resolution in a professional and timely mannerEndorse the firm and national account initiatives and focus to meet goals through campaignsPerform competitive analysis within product line-ups and maintain knowledge of the Separate Manage Accounts (SMA) industry.Create and tailor sales ideas and presentations based on advisor profile and needs.Deliver product and value add presentations.Internal Wholesaler Partnership: Maintain open communication with the internal wholesaler, which includes a daily review of the sales, opportunities, and summarizing activities that impact the territory.Develop and implement a business plan and sales strategy with the internal wholesaler.Required Skills: Requirements: Bachelor's degree or equivalent experienceSolid knowledge of separate managed accounts and the investment marketsAbility to thrive in a challenging sales environmentStrong time management and organizational skillsEffective presentation skillsProven sales experience2+ years of industry experience, 1-2 years of sales desk experience and/or 2+ years external wholesaling experience preferred

Keywords: Severin Investments LLC, St. Louis , Financial Wholesaler, Accounting, Auditing , Saint Louis, Missouri

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