What are the responsibilities and job description for the Internal Wholesaler position at Cyperus Group LLC?
🚨 INTERNAL WHOLESALER | ASSET MANAGEMENT
Ready to make the move into investment sales?
A top Asset Management firm is looking for an Internal Wholesaler to join its distribution team.
This could be a great fit for someone early in their financial services career looking to build a path toward External Wholesaling — OR a more seasoned financial services professional who wants to pivot into sales and asset management distribution.
What you’ll do:
• Partner with an experienced Regional Director to develop a sales territory
• Build relationships with Financial Advisors through proactive outbound calls
• Present investment strategies and generate qualified sales opportunities
• Build and manage a sales pipeline through consistent follow-up
• Track activity and results in the CRM
• Execute a daily call strategy in a fast-paced, metrics-driven environment
What they’re looking for:
• Experience in financial services sales required
• Bachelor’s degree
• Active Series 7 & 63 required | Series 65 a plus
• Strong communication skills and confidence on the phone
• Competitive, resilient and highly motivated
• Organized, coachable and eager to learn
• Genuine interest in building a long-term career in asset management sales
⭐ This is not just a support role — it’s an opportunity to get on the revenue-generating side of the business and build a career in investment distribution.
📩 Interested? Send your resume to fmarzi@cyperusgroup.com
Salary : $62,000 - $125,000