Senior Internal Wholesaler

The successful Senior Internal Consultant (Wholesaler) candidate must possess the skills to discuss and represent Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. Additionally, he or she must demonstrate a high level of proactive daily activity. The successful candidate must be a self-starter and team player.

*Ideal candidate preferred to be based out of Columbus, Ohio, however, open to exceptional candidates based remotely.

Primary Responsibilities

• Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals.
• Conduct various phone calls with financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
• Articulate investment solutions and strategies and discuss financial markets (domestic and international).
• Identify and support sales opportunities and advisor needs, advance relationships, and introduce new concepts.
• Work with various departments/individuals within the organization to provide exceptional service and support to our Financial Advisors.
• Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

Critical Success Factors

• Ability to thrive in a fast-paced environment.
• Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.
• Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.
• Ability to effectively work with Regional (External) Consultants through the client sales and servicing cycle.
• Excellent presentation, communication, and phone skills in a virtual environment.
• Proven client-focused consultative sales approach, including ability to listen to clients/prospects needs and help identify and present appropriate solutions.
• Ability to overcome objections.
• Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.
• Solid understanding of capital markets and how to effectively translate this knowledge into discussions with advisors.

Skills Required

Bachelor’s degree required.

3-4 years financial services industry experience required.

FINRA Series 6 or 7 & 63/66 required.

Proficient in CRM, Microsoft Office suite, as well as Morningstar and/or YCharts.