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Internal Wholsaler | Guardian | Quincy, MA Job Title: Internal Wholesaler Great opportunity to join a leading investment management firm as an Internal Wholesaler. The major purpose of this position is to provide sales and marketing support to Broker/Dealers and Investment Advisors for a diverse selection of equity products, including variable annuities, mutual funds and retirement plans. The incumbent will work with Registered Representatives at all levels of experience and in all distribution channels. Description: Provide individual telephone consultation for Registered Representatives on a variety of subjects including product information and suitability, financial planning strategies, asset allocation, qualified plans etc. Coordinate sales support for assigned geographic region. Work closely with Regional Sales Directors to increase sales of Guardian's products. Assist in developing a regional marketing plan. Track regional marketing and sales activity. Develop new sales sources, contacts and work with major Brokers/Dealers and Registered Investment Advisors. Contributes to the acquisition of new business. Prepare and disseminate sales ideas to field force on a regular basis. Conduct meetings for Registered Reps., including sales training and product presentations. Design and maintain various sales reports, product lists, and other miscellaneous reports. Place outbound calls regarding product education, lead development, increasing product awareness, and other attempts to gain producer’s interest in illustrating and showing our products to their customers. Qualifications:
With over 5,500 employees and over 2,800 financial representatives in 94 agencies, Guardian is the fourth largest mutual life insurance company in the United States. Founded in 1860, Guardian is now a Fortune 500 company. Guardian and its subsidiaries provide almost three million people with life and disability income insurance, retirement services and investment products, such as mutual funds, securities, variable life insurance and variable annuities. Our company also supplies employee benefits programs to five million participants, including life, health and dental insurance, as well as qualified pension plans. Guardian's reputation is built on accessibility, professionalism and performance, as well as the depth and quality of the long-term relationships we build with our clients. We have an unwavering belief in integrity and fair dealings. EOE M/F/D/V Contact: Heather_Harris@glic.com |