Internal Sales WholesalerVirtualVocations • Dorchester, Massachusetts, United States
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Internal Sales Wholesaler
VirtualVocations • Dorchester, Massachusetts, United States
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- serp_jobs.job_card.full_time
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A company is looking for an Internal Sales Wholesaler.
Key Responsibilities
Create and implement outbound call campaigns to drive awareness in assigned regions
Identify and develop new financial advisor relationships through marketing campaigns and outbound calls
Prepare new business proposals and provide cost analysis for various retirement plan services
Required Qualifications
High School diploma or GED required; Bachelor's degree preferred
Minimum 2 years of defined contribution / industry experience
Outbound business development experience required
Broad knowledge of retirement plan services including plan administration and sales
Current QKA, CPFA, or CPFC designation(s) or ability to obtain one within 12 months of hire
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Internal Wholesaler • Dorchester, Massachusetts, United States
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