Tuesday, November 10, 2015

Internal Sales Consultant / Wholesaler - Dallas / Fort Worth Area

Internal Sales Consultant / Wholesaler - Dallas / Fort Worth Area
Compensation:  Generous base salary plus commission
  • The Business Development Consultant plays a key role by supporting or leading business development efforts with strategic clients.
  • Partner with a Regional Vice President (RVP) to execute business strategies within a given territory with a focus on acquiring new business
  • Identify opportunities with key advisors such as, product fits, segments, referrals etc.
  • Serve as a point of contact regarding service and support
  • Manage and retain the SalesForce CRM, client profiles and an optimized travel schedule for RVP partner
  • Develop extensive working knowledge of our product offerings and articulate how to complement competitor products
  • Be responsible for sales success as determined by sales goals and number of referrals generated
  • Consistently meet or exceed customer expectations as measured by satisfaction surveys
  • Maintain a minimum call volume each day and a targeted number of appointments on behalf of the Regional Vice President
  • Meet or exceed attendance expectations at certain firm events such as road shows, conference calls, broker dealer events, due diligence events or other business initiatives sponsored by the firm
  • Intellectual curiosity, analytical skills and ability to influence others
  • Strong written and verbal communication skills
  • Proven ability to work with a CRM system such as SalesForce
  • Previous sales and relationship management experience in the financial services industry is strongly preferred
  • Primarily motivated by sales success and meeting firm sales goals and targets with an emphasis on acquiring new business
  • 3-5 years previous work experience
  • Bachelor’s degree
  • FINRA Series 7 and Series 63 licenses required.
If interested, please email your resume as an MS Word attachment to:
Tony Pietrzak
BCI - Financial Services Recruiting

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