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Internal Wholesaler

Toews Asset Management · New York, NY · Sales and Marketing

Employment type

Full-time

Work setting

On-site

Location

New York, NY

Schedule

Day shift

Posted

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Job overview

The Internal Wholesaler role is an onsite position located in New York, NY. Compensation is not specified. This role supports the sales and marketing efforts at Toews Asset Management. The role exists to drive new business and deepen relationships with financial advisors. The wholesaler contributes to the company's goal of expanding market reach and supporting the external sales team.

What you'll do

  • Prospect and qualify financial advisors.
  • Manage sales pipeline in Salesforce.
  • Present product narratives.
  • Support webinars and marketing campaigns.
  • Coordinate producer support.

What we're looking for

Skills & competencies
internal wholesaler
new york ny
full-time
day shift
finance
sales
onsite
asset management
prospecting
relationship management
Work arrangement
  • Weekend coverage required

Why this role

Boutique asset management firm with 30 years of experience.

About the employer

Toews Asset Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
41-3091.00
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