Securities Licensed Internal Wholesaler - Sacramento California

Company: VirtualVocations
Location: Sacramento, California
Posted On: 02/06/2025

A company is looking for an Internal Wholesaler - Retirement Plans.



Key Responsibilities

Partner with financial professionals and complete the sale process by proactively gathering necessary information
Assist in creating value-add documents and reports to support sales efforts in the Retirement Plans market
Utilize a CRM to track the sales process and maintain knowledge of regulatory issues affecting qualified plans


Required Qualifications

Bachelor's degree or equivalent work experience
1-3 years of internal sales experience
Retirement Plans record keeper experience strongly preferred
Life insurance license and willingness to attain Securities Representative licenses within 6 months
Service-oriented mindset with self-motivation and excellent time management skills More...

Register an account with us and set up job agents! We'll email you immediately when jobs like this are posted on our site.