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Inside Sales / Internal Wholesaler / Advisor Consultant

Posted 1 year ago in Sales & Biz Dev

Infinity Capital Partners has an immediate opening for an Inside Advisor Consultant to support the growth of our business model. This position will be an important part of our sales team and will have a primary responsibility to distribute 3rd party investment strategies through financial intermediaries within a specific sales region. This position will be located at the Infinity Capital Partners home office in Lansing, MI.

Job Duties:

Work diligently over the phone and via video conferencing technology to cultivate new and deepen existing relationships with advisors using various investment strategies.

Proactive client service is a key requirement for the position. Inside Advisor Consultant will initiate telephone calls and email communications to Registered Reps and Registered Investment Advisors.

Respond to inbound calls regarding investment strategies, fund performance and associated issues.

Expand new contacts and sales sources within the Broker/Dealer community

Maintain working knowledge of industry competitors, investment vehicles, financial markets and economic data

Maintain CRM system with pertinent notes to track meetings, advisor information, etc.


Self Starter
Excellent communication skills
Excellent written and oral communication skills
Ability to work in team environment
Ability to work with advisors
Prior experience in sales and financial services or mutual fund sales
Bachelor Degree required
Series 6 or 7 & 63 FINRA required

Additional Info:

We offer a competitive salary, a meaningful commission structure and an outstanding opportunity for growth.

Infinity Capital Partners is an EEO/AA employer.

About Infinity Capital Partners:

Independent distributor of 3rd party investment managers to Registered Investment Advisors and Financial Planning Professionals.

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