UIT External Wholesaler - based in Florida, covering Northern Florida and the Panhandle
Skills
- Strong financial industry knowledge
- Customer relationship management skills
- Effective verbal and written communication
- Relationship management skills
- Organizational skills
Responsibilities
- Develop relationships with Financial Advisors through meetings and outbound calls
- Assist financial professionals with solutions for their clients' needs
- Partner with internal sales force to expand footprint
- Respond to product, sales, and service requests
- Build partnerships with key decision makers
- Participate in sales discussions and feedback sessions
- Track relationships through CRM platform
- Establish advisor meeting schedules
Education
- Bachelor's degree or equivalent combination of education/experience
- Series 7 license
Benefits
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
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