Friday, November 15, 2013

Internal Wholesaler - Chicago

Title:  Internal Wholesaler (0570-010-111)
Location:  Chicago, IL
Compensation:  Commensurate with experience

Summary/Responsibilities:
Provide internal support for Senior Vice Presidents, focusing on follow up calls and providing sales/information support when they are traveling.
Cold call prospects to qualify for Relationship Manager contact and call existing clients for cross-sell opportunities
Handle inbound calls and email requests from institutional clients
Assist in creation and proofing of quarterly marketing materials
Assist in occasional in-person presentations for current and potential clients
Serve as backup for Marketing Data Coordinator

Requirements:
Bachelor’s degree
2+ years of industry experience
Series 6 and 63 licenses
Experience with Zephyr, FactSet, Bloomberg, Morningstar Data Direct, SalesLogix a plus

If interested in this opening, please email your resume as an MS Word attachment to:

Julia Brown
BCI - Financial Services Recruiting
julia@brokerageconsultants.com

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