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000220 - Sales EI - Internal Wholesaler

Westlake, OH 44145, USA Req #328
Monday, December 23, 2019
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

The Internal Wholesaler works with the designated Business Development Manager(s) (BDM) to increase sales of Equity Trust (ETC) products by identifying and pursuing new opportunities and developing and implementing sales and marketing strategies.



• Develops and implements sales plans and strategies with members of the sales teams

• Grows existing relationships, as well as identifies and acquires new relationships to meet sales goals

• Assists the BDM with scheduling appointments by providing product information and gathering market data

• Follows up with existing and prospective clients to advance the sales process and strengthen relationships

• Communicates daily sales reviews, opportunities and activities with the BDM

• Schedules and leads weekly pipeline review meetings with Business Development Manager(s) and other team members as needed to ensure CRM is updated and forecast is accurate

• Maintains a high-level understanding of ETC products and services

• Combines sales methodology and interviewing skills to understand the prospective business, and suggest sales and marketing ideas

• Handles incoming phone calls and requests for: information, sales and marketing materials, product analysis;

• Drives results and raises awareness of ETC’s products and competitive advantages by delivering key messages through effective presentations

• Creates and analyzes sales reports to determine opportunities, analyzes the competitive landscape and market data to source opportunities, conducts competitive evaluations within product lineups

• Ensures compliance with internal and external rules, policies and procedures as well as regulatory requirements

• Travels to visit existing and prospective clients and trade shows as needed



• Performs other duties as assigned



Education and Experience:

• Bachelor’s degree in business or related field; equivalent work experience may be considered in lieu of degree

• Minimum three (3) years successful sales and/or sales support experience



• None required



• Intermediate level proficiency in Microsoft Office

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Hourly
  • Westlake, OH 44145, USA