INTERNAL WHOLESALER/REGIONAL MARKETING ASSOCIATE

Location
10251 SORRENTO VALLEY PARKWAY, SAN DIEGO, CA 92121
Salary
base + commission, and bonus
Posted
August 31 2017
Industry
Banking, Securities
Position
Sales

The ideal candidate must be driven for success, have a great attitude, and love hitting goals.

This position has a clearly defined career path and we will invest the time and resources to train you. As such, we are seeking individuals who are willing to make a long-term commitment to Dunham.

Some of the duties of the Internal Wholesaler position include:

  • Working together with a Regional Director in a defined territory, present and sell Dunham mutual funds, wrap mutual fund program and Trust Services to Financial Intermediaries
  • Establish and maintain current and potential client relationships through pro-active phone calls and webinars.
  • To conduct sales presentations to existing  and prospective independent financial advisors to discuss our investments and services
  • Working with the Regional Director to develop and execute an appropriate business plan to maximize territorial sales
  • Schedule Regional Director’s appointments to ensure productive sales days
  • Follow-up on new leads and referrals resulting from field activity
  • Prepare sales proposals and presentations
  • Identify and resolve client concerns
  • Participate in marketing events such as trade shows, seminars, and telemarketing events
  • Update and maintain Client Information System
  • Handle incoming phone calls and requests for information, sales and marketing material, and hypothetical illustrations  
  • Other duties and responsibilities as assigned

Requirements:  

FINRA Series 6 or 7, 65 or 66 required

Two to three years financial industry experience or general sales experience

Self-motivated

Outbound sales call experience

Willing to make the extra effort to work and train for a highly rewarding professional career

Ability to conduct themselves in a proper and ethical manner at all times

Proficiency in Word, Excel, PowerPoint & Outlook

Excellent communication, follow-up and networking skills a must!

visit www.dunham.com

 

 

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Do you have your Series 6 or 7 and Series 65 or 66 licenses?

Do you have 1- 3 years of sales experience?



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