What are the responsibilities and job description for the Internal Wholesaler position at Levo Resources?
Levo Resources is partnering with an established asset management in their search for an Internal Wholesaler. This role partners closely with external sales to present Symmetry Partners’ investment and advisory solutions, build and maintain relationships with advisors and prospects, and support ongoing client engagement. The position also collaborates with Marketing on targeted initiatives, monitors sales activity and performance metrics, stays current on industry and regulatory developments, and assists in representing the firm through client interactions and industry events.
About the role:
You'll work closely with the external sales team to bring the firm's investment and advisory solutions to financial advisors and prospects. Day to day, that means identifying new opportunities, converting leads, and building relationships that turn into real assets under management. You'll also work with Marketing on campaigns and stay close to the numbers, tracking your own activity and results.
Responsibilities:
- Identify and pursue new business through networking, referrals, and outreach
- Convert qualified leads into clients and grow assets under management
- Present the firm's full solution suite, including model portfolios, tax-loss harvesting, mutual funds and ETFs, separately managed accounts, and practice management tools
- Build and maintain relationships with advisors, prospects, and industry partners
- Collaborate with Marketing on targeted sales campaigns and materials
- Represent the firm at conferences, client meetings, and industry events
Requirements:
- Series 7 and 65 licenses
- 5 - 7 years of sales experience in financial services
- A track record of meeting or exceeding sales goals with a client-first approach
- Strong understanding of investment products and wealth management solutions
- Bachelor's degree, preferably in business, finance, or a related field
- Proficiency in Salesforce, HubSpot, and Microsoft Office
Compensation & Benefits:
- Medical, dental, and vision coverage
- Life insurance and short- and long-term disability
- 401k with the firm
- Flexible spending accounts for medical and dependent care
- Paid time off and an employee assistance program