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Financial Product Wholesalers: External and Internal

Sacramento, CA | Sales

Job Description

About you
High performing, aggressive, external or internal  financial wholesaler looking to increase your income and  satisfaction.  

About us
You can earn six figures by coaching advisors on how to exit the 20th century of underperforming mutual funds.  Help advisors excel by advancing to separately managed accounts on a comprehensive internet application that facilitates running a paperless practice from the cloud.  Over $13 trillion dollars languish in mutual funds that are typically overpriced, provide disappointing returns, offer minimal technology, and allow little means for an advisor to distinguish himself from cutthroat competition.  By working with us, advisors can save their clients money and give themselves a raise.  We even save advisors’ time by taking care of all the account administration, billing, reporting and maintenance.  

Getting Started
Upon joining us, you will receive a book or advisors in your new region, many who already use our services.  Print, email, and online ads will supply you with leads.  Success will demand a strong work ethic and a high degree of self-motivation. Phone solicitation skills are a must-have to be successful in this role.

You earn commission based on new assets brought over by advisors, plus an ongoing trail on assets gathered in prior years.  Your base salary will depend upon your qualifications.

We are looking for candidates throughout the US.  Because most of the job involves phone work you can telecommute.  We are located in San Rafael, CA, about 15 miles north of San Francisco.

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