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Internal Wholesaler / Internal Business Consultant

Company: EQIS - Reinventing Wealth Management
Location: San Rafael
Posted on: August 14, 2019

Job Description:

About EQIS: Fast growing, friendly, tech savvy, financial services firm looking for an Internal Business Consultant to join our Sales team. A can-do, customer always right, energetic, collaborative and team-oriented attitude is essential. If you are looking for an opportunity where you can excel, acquire increased responsibility and be rewarded appropriately, seize this opportunity. This role offers a competitive compensation plan with excellent sales coaching and mentoring to help you continuously improve your skills. Summary:-- As an Internal Business Consultant, the primary focus will be on expanding distribution capabilities by strengthening relationships with current and prospective advisors as well as providing support to the External Business Consultant. -- Primary Responsibilities: Primarily via phone and email, work cooperatively with External Business Consultants to grow an assigned book of active advisors by developing and deepening rich, consultative relationships. Aggressively prospect financial advisors in a large target territory. Make a high volume of sales calls to prospective and existing advisors every day. Achieve team sales and activity targets. Execute targeted campaigns in coordination with team members Effectively work cross-functionally with peers, team and external groups Assist EQIS support staff in problem resolution as needed -- Qualifications/Skills: Bachelor's degree, preferably in business, economics, marketing or communications 1-5 years sales and/or account management experience in the financial industry (SaaS or Enterprise Software company preferred) Ability to communicate effectively, both written and verbal, at all levels inside and outside of the organization Excellent listening skills High degree of initiative, results-orientation and entrepreneurial thinking Proven track record of achievement- we seek those special people who set lofty goals and achieve them Desire to work collaboratively within a tight-knit team Fast learner, adept at understanding and articulating new concepts and corresponding value propositions Series 65/66 Required -- Other Qualifications/Skills/Professional Licenses(preferred): -- Salesforce Experience -- Perks: Located on 4th St. in San Rafael. Excellent benefits including Medical, Dental and Vision, Generous employer HSA Contribution and PTO. We also pride ourselves in being a fun place to work with lunch served daily, regular employee events and a highly-subsidized gym membership. EQIS is a place where every employee has a voice and actively participates towards making our business successful. -- EQIS is proud to be an equal employment opportunity employer (EEOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. We welcome and encourage diversity in the workplace.

Keywords: EQIS - Reinventing Wealth Management, San Rafael , Internal Wholesaler / Internal Business Consultant, Professions , San Rafael, California

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