Internal Sales Wholesaler

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