Internal Wholesaler
CNL Financial GroupOrlando, FL
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Benefits
Flexible/Unlimited PTO
Career Development
Job Description
Department: Sales
Reports To: Internal Sales Manager
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. This position will offer a flexible working arrangement (hybrid of office and remote working days).
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
Work Schedule:
- Full-time, exempt (40 hours) workdays during normal business hours
- Additional hours may be required during the peak work periods and projects
- Travel as required
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FAQs About Internal Wholesaler Jobs at CNL Financial Group
What is the work location for this position at CNL Financial Group?
This job at CNL Financial Group is located in Orlando, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at CNL Financial Group?
Employer has not shared pay details for this role.
What employment applies to this position at CNL Financial Group?
CNL Financial Group lists this role as a Full-time position.
What experience level is required for this role at CNL Financial Group?
CNL Financial Group is looking for a candidate with "Senior-level" experience level.
What benefits are offered by CNL Financial Group for this role?
CNL Financial Group offers following benefits: Flexible/Unlimited PTO and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at CNL Financial Group?
You can apply for this role at CNL Financial Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.