A structured credit firm is looking for an Internal Wholesaler to join the sales team inn Dallas, TX. This individual will work closely with the external wholesalers to maintain advisor relationships and will assist the externals with internal communication, marketing, and research activities.
Responsibilities:
- Seek out new business through research and prospective outreach
- Create a strategy for targeting prospective clients
- Assist the externals with relationship management to drive sales activity
- Have an in-depth understanding of the firm's products
- Utilize Salesforce to document and track all activity
- Prepare and give a presentation on the firm's products to both internal and external audiences
- Schedule meetings and industry events for externals
- Follow up with leads and prospects
Qualifications:
- Minimum of two years of experience in wholesaling
- Bachelor's Degree
- Salesforce experience
- Prior experience with fixed income products or RMBS preferred
- Series 6,7,63, or 65 is a plus
- Needs to be in person in Dallas