Internal Wholesaler Position Available In Orange, Florida

Internal Wholesaler Cnl Securities Corp Orlando, FL Job Details Full-time Estimated:

$50.9K – $78.9K a year 1 day ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Flexible schedule Life insurance Qualifications Sales Mid-level Series 7 Analysis skills Bachelor’s degree Organizational skills FINRA License Financial services Leadership Communication skills Series 63 Time management Full Job Description Internal Wholesaler Position Summary Provide education and support of CNL distributed products to various investment advisors and registered representatives “financial professionals” in a specific territory. Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. Essential Job Functions Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory Grow CNL’s market share within the territory through consultation with financial professional on our products Provide appropriate information to the financial professionals/registered representatives regarding the Company’s operating results and business strategies Proactively educate financial professionals regarding CNL distributed products, risks and benefits Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market Maintain knowledge of our partners’ business and market performance/position in order to provide the best information to financial professionals related to CNL distributed products Research and analyze quarterly/annual Reports, 10K, and other publicly filed information Respond to technical product and competitive positioning questions as appropriate Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities Corp Host client seminars, conferences and education forums for purposes of educating our financial professionals regarding CNL distributed products

Competencies:

Ability to handle and resolve customer issues with minimal guidance Strong interpersonal skills with proven ability to build effective relationships Strong advisory services background with progressive level of proven results Excellent telephone communication skills and etiquette Excellent interpersonal communication and presentation skills Effective analytical skills Detail oriented Strong time management and organizational skills Leadership skills Diplomacy in client interactions Work independently and in a team environment Proactive and innovative self starter Education/Experience Bachelor’s degree required Previous sales experience and market/industry knowledge of financial services preferred Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance

Compensation Package:

Commission pay

License/Certification:

Series 7 and 63 (Required) Ability to

Commute:

Orlando, FL 32801 (Required) Ability to

Relocate:

Orlando, FL 32801: Relocate before starting work (Required)

Work Location:

Hybrid remote in Orlando, FL 32801