Internal Wholesaler

Internal Wholesaler

The Internal Wholesaler is responsible for partnering with a Regional Sales Director to drive sales and grow market share in a defined geographic territory. The Internal Wholesaler position is an opportunity for a motivated and ambitious individual to develop a financial sales career.

This role is based in our Boston office on a hybrid schedule - 4 days a week in-office, 1 day remote.

Responsibilities

• Proactively consult with new and existing financial advisor clients via phone and email to strengthen relationships, identify cross-selling opportunities, and cultivate new business
• Partner with Regional Sales Director to implement and execute the territory marketing and sales plan
• Effectively segment and target calling efforts to develop strong relationships and generate new sales
• Effectively communicate detailed investment philosophies and processes to a sophisticated client base
• Identify sales opportunities and financial advisor needs through probing questions, presenting potential solutions and asking for appropriate action
• Consistently follow up on outstanding opportunities to advance the sales cycle and deepen existing relationships
• Serve as a trusted resource for our clients, representing GW&K with professionalism and expertise
• Assist in coordinating appointments and meetings for Regional Sales Director

Qualifications

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.