External Wholesaler - MN Licensed - Fresno California

Company: VirtualVocations
Location: Fresno, California
Posted On: 02/07/2025

A company is looking for an External Wholesaler for MoneyGuard.



Key Responsibilities

Develop and maintain business plans to achieve sales and growth goals in assigned territories
Build and enhance relationships with brokerage sales channels and conduct meetings to meet sales targets
Utilize expense budgets to maximize sales opportunities and maintain sales call data


Required Qualifications

3-5 years of external sales experience in the financial services industry
FINRA Series SIE, 6, 63, L&H licenses
Bachelor's degree or equivalent work experience
Must reside within the assigned territory
Analytical skills for processing investment documents More...

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