Company Description Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North ...
2 Zentech Consulting Jobs Hiring in Indiana
Company Description Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North ...
Company Description Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North ...
Company Description Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North ...
ZenTech Consulting Jobs Information
Full-time
Re-posted 24 days ago
Job description
Company Description
Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.
Job Description
As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.
Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory
• Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)
• Exhibit deep knowledge of investments and investment concepts
• Deliver effective presentations to promote the Company
• Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.
Qualifications
• Bachelor's degree preferred
• FINRA 6, 63, 65 required for this position
o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire
o MUST pass the FINRA licensing exam for the 65 within 3 attempts
• 2+ years of direct sales experience
• Clear and concise communication with an expertise in adapting to different audiences
• Ability to articulate specific sales strategy and process
• Well-organized with acute attention to detail
Additional Information
All your information will be kept confidential according to EEO guidelines.
Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.
Job Description
As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.
Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory
• Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)
• Exhibit deep knowledge of investments and investment concepts
• Deliver effective presentations to promote the Company
• Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.
Qualifications
• Bachelor's degree preferred
• FINRA 6, 63, 65 required for this position
o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire
o MUST pass the FINRA licensing exam for the 65 within 3 attempts
• 2+ years of direct sales experience
• Clear and concise communication with an expertise in adapting to different audiences
• Ability to articulate specific sales strategy and process
• Well-organized with acute attention to detail
Additional Information
All your information will be kept confidential according to EEO guidelines.
About ZenTech Consulting
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Working with ZenTech Consulting offers potential applicants a unique experience versus a traditional job search. Choosing to begin your job search with ZenTech gives you immediate access to positions at leading companies that partner with us. The opportunity to work with a professional recruiter to identify your strengths, skills and how to apply your prior work experience are some of the immediate benefits to working with us. In addition, your recruiter will share important details about a position and provide interview tips so that you can effectively demonstrate your skills and expertise to hiring managers. By working with ZenTech Consulting, you can also build your network of connections and increase the number and variety of jobs you qualify for. Our service is completely free and you receive the added benefit of working with a recruiter that specializes in your industry. Our recruiters will identify available positions that fit your skills, personality and career goals as well as guide you through the hiring process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Tampa, FL, US
Year founded
2011