Florida Licensed External Wholesaler
Company: VirtualVocations
Location: Salinas
Posted on: February 1, 2025
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Job Description:
A company is looking for an External Wholesaler for Retirement
Plan Services.
Key Responsibilities
Develop and implement a business plan to achieve sales and growth
goals in assigned territories
Build and maintain relationships with firms and institutions to
increase sales revenue and market share
Conduct meetings and presentations to achieve sales targets and
ensure proper processing of sold products
Required Qualifications
3-5 years of external sales experience in the financial services
industry
FINRA Series SIE, 6, 63, and L&H licenses
Bachelor's degree or equivalent work experience
Analytical skills necessary for processing investment documents
Ability to adapt quickly in a changing work environment
Keywords: VirtualVocations, Cupertino , Florida Licensed External Wholesaler, Other , Salinas, California
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