Posted: November 3rd, 2022
Location: San Diego, California
Counterpoint Mutual Funds is a systematic, defensive and research driven mutual fund provider with over $1 billion in assets under management. Counterpoint is focused on offering defensive fixed income and equity diversifier strategies 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.
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
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