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Regan Capital is on the lookout for an Internal Wholesaler to join their Dallas, TX team.
This entry-level position is perfect for new graduates or individuals with up to 2 years of experience, eager to embark on a rewarding career path in financial sales. The role is centered around supporting and collaborating with both internal and external wholesaling teams to develop and maintain advisor relationships.
Key responsibilities include identifying new business opportunities, nurturing leads, and assisting in the coordination of sales efforts to secure new partnerships. The ideal candidate will be a motivated self-starter with excellent communication skills, a strong work ethic, and the persistence to achieve successful outcomes.
Qualifications for the role include a bachelor's degree, proficiency in Microsoft Office Suite, and familiarity with Salesforce is considered a plus.
The position offers a unique opportunity to learn about financial products and investment strategies while contributing to the growth of Regan Capital's sales and distribution efforts.
For more information, view the job posting.
Written By: Dakota
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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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