Summary
The Internal Wholesaler is responsible for partnering with a Regional Sales Director to drive sales and grow market share in a defined geographic territory. The Internal Wholesaler position is an opportunity for a motivated and ambitious individual to develop a financial sales career.
Responsibilities
- Proactively consult with new and existing financial advisor clients via phone and email to strengthen relationships, identify cross-selling opportunities, and cultivate new business
- Partner with Regional Sales Director to implement and execute the territory marketing and sales plan
- Effectively segment and target calling efforts to develop strong relationships and generate new sales
- Effectively communicate detailed investment philosophies and processes to a sophisticated client base
- Identify sales opportunities and financial advisor needs through probing questions, presenting potential solutions and asking for appropriate action
- Consistently follow up on outstanding opportunities to advance the sales cycle and deepen existing relationships
- Serve as a trusted resource for our clients, representing GW&K with professionalism and expertise
- Assist in coordinating appointments and meetings for Regional Sales Director
Qualifications
- Undergraduate degree – preferably in finance, business, or economics
- 1-3 years sales experience within financial services
- Series 6 (or 7) & 63 (or 66) required
- Working knowledge of the financial markets, knowledge of the fixed income markets strongly preferred
- Excellent communication, presentation and listening skills
- Demonstrated initiative and sales ability
- Ability to work independently and collaborate in a team environment
- Strong organizational and territory management skills
This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$65,000-$76,000 USD
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
Top Skills
What We Do
Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base. GW&K's mission is to help clients achieve their investment objectives through the management of thoughtfully conceived and consistently applied investment strategies. An active bottom-up investment approach is the cornerstone of our investment philosophy. Each investment strategy relies on in-depth fundamental research executed by a team of experienced investment professionals.
