Internal Wholesaler

Posted: September 3rd, 2021
Location: San Diego, California

Counterpoint Mutual Funds is a leading defensive, systematic, and research driven mutual fund 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. 

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:

• Bachelor’s degree, preferably in business or finance

• Current FINRA Series 7 and 65/66 license or willingness to complete within designated timeframe

• Minimum 2 years of experience working in a client service environment, preferably in the financial services industry

Apply Now

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

 

 

Thank you!

We have received your application and look forward to reviewing your qualifications for the role. If your application seems like a good fit, we will contact you to discuss next steps.

Thank you again for your application and interest in joining the Counterpoint team!

Thank you!

We’ve received your request for the featured event collateral. A Counterpoint Funds team member will be in touch shortly.

Subscribe to stay up to date on and receive our monthly perspective.

Thank you!

We’ve received your meeting request and a Counterpoint Funds team member will be in touch shortly.

Subscribe to stay up to date on and receive our monthly perspective.

Thank you!

We’ve received your event registration request and will be in touch shortly.

Subscribe to stay up to date on Counterpoint Funds and receive our monthly perspective.

Thank you!

We’ve received your message. A Counterpoint Funds team member will contact you soon.

Subscribe to stay up to date and receive our monthly perspective.