We're looking for a top sales talent to drive advisor business forward as an inside wholesaler, working closely with the outside wholesaler and sales support team to create consistency and accessibility to wholesale support for advisors.
Requirements
- Post-secondary education in a related field
- 2-5 years' experience in the financial services/investment industry
- Industry-specific designations such as CSC or IFIC
- Strong interpersonal/relationship-building skills
- Excellent social skills
- Expert communicator
- Great telephone etiquette
- Negotiation skills
- Competency in investment product knowledge
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit
- Time Off: Regular vacation and personal days, plus a volunteer day
- Financial Security: Company-matching pension plan, share ownership program and additional investment options
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: Employee Resource Groups (ERGs), mentorship programs, social clubs and events