Securities Licensed Internal Wholesaler - Grand Forks North Dakota

Company: VirtualVocations
Location: Grand Forks, North Dakota
Posted On: 01/16/2025

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...

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