Internal Wholesaler Intern

Posted: April 5, 2022
Location: San Diego, California

Counterpoint Funds is a systematic, defensive and research driven mutual fund and ETF provider specializing in defensive fixed income and equity diversifier strategies designed to drive portfolio performance over the long run.

As an Internal Wholesaler Intern, you will assist in raising assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, investment updates and offer sales support. This individual will partner with a Regional Vice President (RVP) to execute business strategies within an assigned territory with a focus on acquiring new business relationships. This position plays a key role by leading business development efforts virtually via phone and online activities.

At its core, the Internal Wholesaler must have an understanding of and passion for investments, the sales process, as well as excellent verbal and written communications skills. He or she must also have excellent organizational and follow up skills, and the ability to handle multiple responsibilities simultaneously. Moreover, the Internal Wholesaler must demonstrate professional presence, poise, strong presentation skills, and a high level of energy and motivation.

Specific Responsibilites Include:

Primarily motivated by sales success and meeting firm sales goals and targets with an emphasis on acquiring new business
Be responsible for sales completion as determined by sales goals and number of outbound/inbound sales activity
Maintain a minimum call volume each day and a targeted number of appointments on behalf of the RVP
Manage and maintain the customer relationship management system (CRM) and help the RVP maintain client profiles and an optimized travel schedule
Develop extensive working knowledge of Counterpoint Mutual Funds’ product offerings

Qualifications:

Desire and ability to work successfully in a growth oriented entrepreneurial environment
Exceptional communication skills; personable and possesses the ability to communicate with internal and external business partners at all levels
Strong organizational skills
Self-starter that isn’t afraid to pick up the phone and practice persistence in everything they do in order to succeed

Requirements:

Currently majoring in business, economics or finance
Familiarity investment and investment management
Minimum 2 years of experience working in a client service environment, preferably in the financial services industry
Proficiency in Microsoft Office
Excellent organizational and interpersonal skills
Ability to contribute and thrive in a team-oriented culture

Location:

The position is based out of Counterpoint’s home office in San Diego, CA; the majority of job responsibilities and duties must be met working in-person from the office.

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Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.

5516-NLD-09/01/2021