Internal Wholesaler/Sales Professional Position Description In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. Paid training is provided to develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers.
The Internal Wholesaler is responsible for raising and retaining assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support. The Internal Wholesaler develops and maintains relationships with existing financial advisers in order to sell American Funds products, which include mutual funds and annuities - as well as identify new sales opportunities. The Internal Wholesaler is additionally responsible for developing and implementing a business plan and sales strategy with the External Wholesaler. Additional responsibilities include delivering effective presentations to promote American Funds products, services and competitive advantages. Hiring Criteria At least two years of sales/marketing experience
Excellent communication and presentation skills
Excellent listening and probing skills
Strong time management and organizational skills
Ability to thrive in a challenging and collaborative sales environment
Experience in the financial or investment management industry preferred
NASD Series 6 and 63 licenses desired
Bachelor's degree preferred Benefits We offer excellent salaries, a progressive environment and a premier benefits package that includes: - Medical, dental and vision coverage effective day one
- The ability to accrue three weeks vacation in your first year
- 15% of annual salary plus bonuses contributed by the company to your retirement plan, up to IRS limits
- Generous educational assistance
- Annual $400 health and wellness reimbursement
- Paid, comprehensive training programs
- Team-oriented working environment
- Business casual dress
We are proud to be an Equal Opportunity Employer. 
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