KV Counsulting

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Internal Wholesaler

Sales | Indianapolis, IN | Full Time

Job Description

Develop and maintain relationships with existing financial advisers in order to sell American Funds products, as well as identify new sales opportunities within their territory to meet sales goals.

Responsibilities:

● Raise and retain assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support.
● Deliver effective presentations to promote American Funds products, services and competitive advantages.
● Develop and implement a business plan and sales strategy with the external wholesaler.
● Paid training is provided to develop and enhance industry and product. knowledge in order to effectively communicate and build credibility with financial advisers.

Requirements:

  • 2+ years sales experience

  • Knowledge of investment management or financial industry desired. 

  • FINRA 6 and 63 licenses 

  • willingness to relocate.

Bonus Points:

  • Mutual Fund Experience