Internal Wholesaler
HybridOrlando, Florida, United States
Job Summary
Develop relationships with financial professionals and registered representatives within your territory to grow CNL's market share. Educate advisors on distributed products, risks, and benefits while providing information on company operating results and business strategies. Host client seminars and conferences to support the broker dealer network. Analyze quarterly and annual reports, including 10K filings, and respond to technical product and competitive positioning questions. Comply with FINRA and SEC regulations and internal guidelines. Maintain knowledge of partners' market performance and the broader investment industry landscape.
Required Qualifications
- Bachelor's degree
- Previous sales experience
- Market/industry knowledge of financial services
- FINRA Series 7
- FINRA Series 63
- Ability to handle and resolve customer issues with minimal guidance
- Strong interpersonal skills with proven ability to build effective relationships
- Strong advisory services background with progressive level of proven results
- Excellent telephone communication skills and etiquette
- Excellent interpersonal communication and presentation skills
- Effective analytical skills
- Detail oriented
- Strong time management and organizational skills
- Leadership skills
- Diplomacy in client interactions
- Work independently and in a team environment
- Proactive and innovative self starter
- Full-time, exempt (40 hours) workdays during normal business hours
- Additional hours may be required during the peak work periods and projects
- Travel as required
Desired Qualifications
- Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time
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