Offer summary
Qualifications:
Bachelor’s Degree in relevant field, Fully licensed (Series 7, Series 63), 80% travel willingness, Minimum five years wholesaling experience, Existing relationships with finance advisors preferred.
Key responsabilities:
- Increase sales and market share within territory
- Develop and implement business plans alongside internal support
- Build relationships with strategic partners and advisors
- Leverage data and technology for sales capture
- Provide marketing support and maintain compliance