Internal Wholesaler

Counterpoint Funds is a leading defensive, systematic, and research driven mutual fund and ETF provider specializing in diversifier strategies that are 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, and 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.

‪Specific Responsibilities Include:

· Primarily motivated by sales success and meeting firm sales goals and targets with an emphasis on acquiring new business

· Maintain a minimum call & talk time volume each day and a targeted number of appointments on behalf of the RVP

· Manage and maintain the customer relationship management system (CRM) and help the RVP maintain client profiles and an optimized travel schedule

· Develop an extensive working knowledge of Counterpoint’s product offerings.

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Required Qualifications:

· Bachelor's degree, preferably in business or finance

· Current FINRA SIE

· Proficiency in Microsoft Office

· Excellent organizational and people skills

· Exceptional communication skills; personable and possess the ability to communicate with internal and external business partners at all levels

Preferred Qualifications:

· Current FINRA Series 7 & 63

· Preferred 2 years of experience working in a client service environment in the financial services industry.

Compensation:

· Compensation includes a base salary, quarterly bonus, and a commission plan.

· OTE of six-figure and above

Location:

· Applicants will be required to be in the Cincinnati/Blue Ash office