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External Wholesaler

About EQIS:
Fast growing, friendly, tech savvy, financial services firm looking for an External 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 to be creative and strategic, and where you can excel and be rewarded appropriately, seize this opportunity.
The Position:
As a key member of the Sales Team, the External Business Consultant is responsible for driving new business, evangelizing our product and nurturing relationships with Financial Advisors.
Responsibilities:
Work with Financial Advisors in your assigned territory to distribute financial products
Develop a viable strategic territory plan to drive increased production
Develop relationships grounded in trust and dependability
Meet with advisors and other professionals to nurture existing business and develop new contacts
Proactively identify opportunities within your accounts
Execute targeted campaigns in coordination with team members
Qualifications/Skills:
Bachelor's degree, preferably in business, economics, marketing or communications
Series 7/65/66 Required
Minimum 3 years external experience with a background in advisory
Superb negotiation skills
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
Must have deep contacts in the independent B/D and RIA space
TAMP experience Preferred
Salesforce experience Preferred
Perks: 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.
Department: Sales
This is a full time position



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