Internal Wholesaler

AMS Financial Solutions Group is currently hiring for Internal Wholesalers to join our rapidly growing business.

The position will support the Regional Vice President (External Wholesaler) in the sales process and ongoing servicing of accounts, including providing counsel and support on AMS distributed products within the United States. This position will be responsible for developing and expanding relationships with representatives in the AMS network of banks and Broker Dealers. This includes providing training to ensure that bankers and advisors are equipped with effective consultative skills, act as the subject matter expert for the sales process, and assist with servicing of accounts.

What are the ongoing responsibilities of a Regional Wholesaler?

• Serves as primary internal sales resource for advisors within a defined territory.

• Partner with RVP to co-present, assist with closing new business and provide service for pending/existing business.

• Conduct proactive outbound calls to new and existing producers, as well as field inbound calls on a range of sales/service topics (minimum 65 calls per day outbound/inbound & a minimum of 3 hours talk-time per day).

• Actively participate in sales and marketing initiatives.

• Assists in case analysis and presentation.

• Act as subject matter expert for the life and annuity solutions offered by AMS.

• Respond to complicated product and market event questions/performance issues.

• Articulate competitive product positioning opportunities and threats to distribution.

• Assists in the creation of client proposals, sales concepts, etc. as needed.

• Document all post call information in applicable Customer Relation Management System (CRM).

• Work with the appropriate business units to ensure resources and information is accessible via multiple systems used by distribution.

• Produce account-specific reports as required.

• Conduct ongoing training for separate accounts (RW will typically host multiple training webinars per month).

• Identifying the needs of advisors and their clientele through effective questioning and listening techniques.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Detail orientation to ensure quality standards are met without impairing workflow.

• Follow-up to ensure resolution and completion of tasks.

• Performs other duties and responsibilities as assigned.

What ideal qualifications would help someone to be successful?

• A BA/BS degree in finance/marketing desired or equivalent work experience.

• State Annuity/Life Insurance licenses required. Obtain FINRA Series 6 or 7 license within 90 days of hiring. 

• 1 year or more industry experience in sales or marketing preferred.

• Solid understanding of the financial markets, investment process, and securities industry.

• Ability to influence revenue, both with sales into newly developed products and retention of existing assets.

• Self-starter willing to take on responsibilities beyond what is required; volunteers to take on new assignments.

• Strong interpersonal, written, and verbal communication skills are required.

• Analytical aptitude, with strong attention to detail.

• Proficient in Microsoft Office products – Power Point, Excel, Word, Outlook.