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RIA Internal Wholesaler - East Region: Access Staffing, LLC.
   
Job Title: RIA Internal Wholesaler – East Region
Salary: $60,000 to $65,000 base + Bonus potential and great benefits!
Job Summary:
To increase open-end mutual fund sales by providing ongoing sales and marketing support to RIA Sales Manager in the East Region.
Major Responsibilities/Activities:
§ Proactively solicit sales via out-going phone calls, e-mails, mailings, etc § Provide support to RIAs on inbound calls from East Region § Work with Marketing Communications department to prepare hardcopy sales presentations for regional RIA manager § Update and maintain client database § Schedule in-person meetings with existing clients and prospects for regional manager § Prepare for and attend industry conferences as needed
Minimum Requirements
§ Bachelors degree (MBA a plus) § Series 6 or 7 license § Three years experience within Financial Services
Beneficial Skills and Abilities
§ Excellent communication and interpersonal skills § Experience selling or marketing investment products required § Knowledge of the mutual fund industry required § Knowledge of the RIA channel required § Must be able and willing to work in a team-oriented environment
Email resume AS A WORD ATTACHMENT to fm@accessnyc.com and all qualified candidates will be contacted as quickly as possible.
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