Florida Licensed External Wholesaler - Oklahoma City Oklahoma

Company: VirtualVocations
Location: Oklahoma City, Oklahoma
Posted On: 02/07/2025

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 More...

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