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Sales - Mutual Fund Wholesaler

Hiring Company Industry: Business Services
Number of Employees: 100 - 1,000 Employees
Total Compensation: $210K
     - Base Salary: $125K
     - Bonus / Commission: $85K bonus
Reports to: VP of Sales
Location: Denver, CO; Philadelphia, PA; Austin, TX; Miami, FL; Naples, FL; Boca Raton, FL; Orlando, FL; Dallas, TX; Houston, TX
Position Filled

Our client, a major international financial services and benifits advisory professional services firm needs an experienced Mutual Fund Wholesaler with a track record of success calling on Financial Advisors representing a Publicly Traded, rapidly growing organization. Hunt for new business within a 300 mile radious of base city selling a full suite if financial products. Provide account management to exsisting clients.

Responsible for selling  Client Company’s products via leveraged prospecting through third party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives).






    • Identifies third party professionals which will generate qualified prospects for Client Company .



    • Meets with third party professionals to identify strong business partners based on client base, business model, research approach, etc..



    • Persuades third party professionals to introduce Client Company’s product offering to their clients including ultra high net worth individuals and plan sponsors of 401(k) retirement plans.  Works with third party advisors when necessary to help close business.



    • Attends industry seminars and makes educational presentations about Client Company’s product offering and other topics of interest.



    • Provides ongoing service to third party professionals and their clients.



    • Provides Management with appropriate sales and call reports in a timely manner.




4-6 years of sales experience in a wholesale investment services environment and a solid track record of over quota performance.  Technical knowledge of investment and advisory services industry required.  Strong presentation and communication skills required.  Undergraduate degree required, with a strong record of academic achievement.


This position requires 60+% overnight travel. The company provides travel expenses, a full benifit package, 401k match, professional training as well as advancement opportunities.

The compensation includes a base of 120-150k with expected first year earnings of 200k+

The incentive money noted above is at plan, top 15% earn 400k plus and the incentive is uncapped. If you have a documented track record of success, selling value to decision makers and want the opportunity for career advancement as well as reward for sales performance please apply for confidential consideration.

For confidential consideration please apply. Interviews immediate for qualified candidates.

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