What are the responsibilities and job description for the Internal Wholesaler - Sales & Service position at Meeder Investment Management?
Description
The Internal Wholesaler must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness. The successful candidate must be a self-starter and team player.
Primary Responsibilities
Position Requirements
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
The Internal Wholesaler must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness. The successful candidate must be a self-starter and team player.
Primary Responsibilities
- Partner with Regional (External) Wholesaler to manage territory to attain both sales and revenue goals.
- Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
- Articulate investment solutions and strategies and discuss financial markets (domestic and international).
- Identify and support sales opportunities and advisor needs, advance relationships, and introduce new concepts.
- Work with various departments/individuals within the organization to provide exceptional service and support to our Financial Advisors.
- Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.
- Ability to thrive in a fast-paced environment.
- Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.
- Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.
- Ability to effectively work with Regional Wholesalers through the client sales and servicing cycle.
- Excellent presentation, communication, and phone skills in a virtual environment.
- Proven client-focused consultative sales approach, including the ability to listen to clients/prospects needs and help identify and present appropriate solutions.
- Ability to overcome objections.
- Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.
Position Requirements
- Bachelor’s degree in Finance, Business, or related field required.
- 3-4 years financial services industry preferred.
- FINRA Series 6 or 7 & 63 (or 66) and 65 preferred.
- Proficiency in Microsoft Office product suite.
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
- Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
