Internal Wholesaler - Digital Sales Consultant
- Posted: over a month ago
- $75,000 to $95,000 Yearly
- Benefits: medical, vision, 401k, dental, life insurance,
Responsible for providing consultation to their client the financial advisor, within our integrated distribution channel. Prospects and develops relationships with financial advisors. Develops and delivers actionable written and verbal investment ideas to financial advisors. Uses knowledge of product solutions to provide financial advisors with strategic and timely ideas to identify and implement investment solutions to best meet client needs. Makes decisions and recommendations on routine matters and seeks advice from more senior levels on matters which may have broad impact.
· Making proactive outbound phone calls to their clients to identify opportunities and present investment solutions.
· Independently analyzing proprietary and third-party data to identify selling opportunities of our products, creating written communications which expresses the value of our product, thought leadership and value-added offerings.
· Organizes their day around managing their time to consult with the financial advisors within their sales territory.
· Develops and executes their territory business plan to achieve their sales goal.
· Creates and shares actionable investment solution and portfolio construction sales ideas across the digital wholesaling team.
· 2+ years of client service experience, related business experience, or a combination of both.
· Successfully completed Securities Industry Essentials (SIE) exam, FINRA registration including Series 6 or 7, or FINRA series 66 or 63.
· Problem analysis and resolution skills.
· Excellent verbal, written, and interpersonal communication skills.
· Excellent presentation skills.
· Strong analytical skills.
· Excellent organizational, multi-tasking, and prioritizing skills.
· Ability to manage multiple and competing priorities.
· Ability to work in a fast-paced action-oriented environment.
· Business development, financial product sales, and consultative selling experience.
· A Certified Financial Advisor (CFA) or Chartered Financial Planner (CFP) designations or demonstrated progress towards the designations.
At Allspring, we leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. Promoting diversity, equity, and inclusion in all aspects of our business is vital to our success. We drive creativity and innovation by bringing together multiple perspectives – diversity and inclusion are key to understanding our clients more fully and seeing business opportunities in new ways. Making differences, our difference.
Allspring Global InvestmentsWhy Work Here?
Join a company where diverse perspectives power our investment strategies through a unified platform and a commitment to clients.
Allspring Global InvestmentsTM is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients’ goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what’s possible. Allspring is a global company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. At Allspring, we leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. Promoting diversity, equity, and inclusion in all aspects of our business is vital to our success. We drive creativity and innovation by bringing together multiple perspectives – diversity and inclusion are key to understanding our clients more fully and seeing business opportunities in new ways. Making differences, our difference.
100 Heritage Reserve - Menomonee FallsMenomonee Falls, WI
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