Internal Wholesaler / Inside Sales Representative

Our client was established in 1985 and they offer a full-service partnership approach to a select group of mutual fund clients looking for truly customized service. They offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex. They have become a leader in the mutual fund service provider industry by continually providing exceptional customer service to each and every one of their clients. They are the distributor for the Select Sector SPDR family of Exchange-Traded Funds (ETFs). In this capacity they are responsible for sales and marketing to financial advisors, institutions and intermediaries.


The sales team is comprised of Product Specialists, Internal Wholesalers and Regional Sales Managers. Due to growth of their sales team they are currently seeking an Internal Wholesaler/Inside Sales Representative to support 2 Regional Sales Managers. The following skills and responsibilities pertain to the job of Internal Wholesaler/Inside Sales Representative


*Support 2 Regional Sales Managers (RSMs) in their respective territories

*Work with RSMs to execute a territory management plan that will be reviewed quarterly

*Outbound phone calls to national wirehouse firms, independent broker-dealers and registered investment advisor firms to help set up appointments for RSMs

*Outbound phone calls to follow up on existing sales leads

*Outbound phone calls to financial advisors to gauge interest in Sector SPDRs

*Conduct web seminars to educate financial advisors on a variety of ETF and financial planning topics

*Travel to regional advisor conferences to promote Sector SPDRs – 2 to 4 per year

*Assist with e-mail, direct-mail and web-related marketing campaigns

*Update Salesforce CRM with new lead / contact information

*Follow-up on activities of RSM via phone call / e-mail / direct-mail campaigns

*Limited inbound phone calls on Sector SPDR advisor hotline

*Assist Product Specialists with advisor related inbound phone inquiries
REQUIREMENTS


*2+ Years of Experience as an Internal Wholesaler or 2+ Years of Strong Inside Sales Experience

*Bachelor's Degree is Required