Internal Wholesaler
As one of our Internal Wholesaler, you’ll play a critical role in deepening relationships and identifying areas of opportunities with financial advisors to implement Capital Group solutions. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with geographic territory teams and financial advisors to identify new opportunities for our investment suite of products. Together, you’ll develop and execute critical territory coverage. By making personalized outbound calls, you’ll initiate sales ideas and present compelling solutions to promote Capital Group solutions and raise assets.
2+ years of related experience
Interest in developing an in-depth understanding of investment concepts.
Thrive in team settings
Must hold and or obtain within the first 90 days of employment the series 7 license & or 66.
Analytical skills
Record Keeping Skills
Time Management Skills
Customer Service / Sales skills
Process Improvement
Results Oriented
Verbal communication
Detail Oriented
written communication
Problem Solving Skills
Flexibility/Adaptability
Multi tasker
According to JobzMall, the average salary range for a Internal Wholesaler in 3500 Wiseman Blvd, San Antonio, TX 78251, USA is $38,000 to $50,000 per year.
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Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.
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