Internal Wholesaler

Posted 03/17/2021 By Jennifer Keane

Our client, a financial services company in the Boston area seeks an Internal Wholesaler. In this role, you will support the growth of the company by taking inbound calls from RIA’s helping to explain investment products. The ideal candidate with have 1-2+ years in sales and/ (or the ability to obtain) and computer skills required. 4-yr degree preferred. Individual must be driven to succeed. Position offers salary plus bonus, paid holidays. Good work life/balance and opportunity to work for a community-focused firm. Ideally searching for someone that has 1-2 years of financial services experience and a series 7- this is an opportunity to join this firm and be next in line for the outside wholesaler role.

Total compensation package 90k

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