ZipRecruiter

Log In

CNL Financial Group

4 jobs near Columbus, OH

CNL Financial Group

Internal Wholesaler

Orlando, FL · On-site

Grow CNL's market share within the territory through consultation with financial professional on our products * Provide appropriate information to the financial professionals/registered ...

CNL Financial Group

Compliance Specialist

Orlando, FL · On-site

The primary responsibility of the position is to assist CNL Securities Compliance in the effective administration of compliance oversight of securities activities to ensure compliant processes of ...

Internal Wholesaler

CNL Financial Group

Orlando, FL • On-site

Full-time

Posted 11 days ago

Job description

Department: Sales
Reports To: Internal Sales Manager
Position Summary
Provide education and support of CNL distributed products to various investment advisors and registered representatives "financial professionals" in a specific territory. Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).
Essential Job Functions
  • Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory
  • Grow CNL's market share within the territory through consultation with financial professional on our products
  • Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and business strategies
  • Proactively educate financial professionals regarding CNL distributed products, risks and benefits
  • Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
  • Maintain knowledge of our partners' business and market performance/position in order to provide the best information to financial professionals related to CNL distributed products
  • Research and analyze quarterly/annual Reports, 10K, and other publicly filed information
  • Respond to technical product and competitive positioning questions as appropriate
  • Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities Corp
  • Host client seminars, conferences and education forums for purposes of educating our financial professionals regarding CNL distributed products
Competencies:
  • Ability to handle and resolve customer issues with minimal guidance
  • Strong interpersonal skills with proven ability to build effective relationships
  • Strong advisory services background with progressive level of proven results
  • Excellent telephone communication skills and etiquette
  • Excellent interpersonal communication and presentation skills
  • Effective analytical skills
  • Detail oriented
  • Strong time management and organizational skills
  • Leadership skills
  • Diplomacy in client interactions
  • Work independently and in a team environment
  • Proactive and innovative self starter
Education/Experience
  • Bachelor's degree required
  • Previous sales experience and market/industry knowledge of financial services preferred
  • Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time
Work Schedule:
  • Full-time, exempt (40 hours) workdays during normal business hours
  • Additional hours may be required during the peak work periods and projects
  • Travel as required

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply