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

As an Internal Wholesaler, 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.