Wholesaler

Job Description

Job Description

Salary : Unique Compensation Model

Lead Your Own Practice with Purpose 1099 Partner Role at Exemplar Companies (Remote)

Tired of traditional firm hierarchies? At Exemplar Companies, we do business differently. As a values-driven professional services firm operating under a quadruple bottom line model, we empower entrepreneurial leaders to grow impactful practicesfree from bureaucracy, with full brand and operational support.

Job Title : Registered Representative Wholesaler

Position Summary :

The Registered Representative (Wholesaler) is responsible for driving sales of the firms investment products through financial advisors, broker-dealers, RIAs, and other distribution partners. This role focuses on building strong advisor relationships, delivering product education, and generating new business within an assigned territory, while maintaining compliance with FINRA and other regulatory requirements.

Key Responsibilities :

• Develop and execute a business plan to meet or exceed sales targets.
• Build and maintain relationships with financial advisors, broker-dealer reps, and other intermediaries to promote the firms investment products.
• Conduct sales meetings, product presentations, and client events to drive product adoption.
• Partner with internal wholesalers to maximize advisor coverage and sales opportunities.
• Provide investment, product, and market updates in line with compliance guidelines.
• Identify and cultivate new distribution opportunities within assigned territory.
• Maintain accurate records of advisor interactions and sales activities in CRM systems.
• Collaborate with marketing, product management, and compliance teams to ensure consistent messaging and adherence to regulations.
• Represent the company at industry conferences, networking events, and sponsor meetings.

Qualifications :

Preferred Qualifications :

What Youll Do :

Were Looking for :

Ready to Lead Differently?

Exemplar is a platform for those who want to build with intention. If you're done settling for outdated systems and ready to lead a practice on your termswith purpose and supportlets talk. Apply directly or reach out via DM.

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For more information about the company please visit

https : / / exemplarcompanies.com /

ADA STATEMENT

EQUAL OPPORTUNITY

Exemplar is an Equal Opportunity Employer. Our policy is clear : there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage / civil partnership, pregnancy / maternity, or sexual orientation.

We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.

Drawing on Exemplars integrated, value-based approach and a spirit of innovative collaboration, we forge ahead with unwavering faith and steadfast optimism.