Home Associate Vice President - Internal Wholesaler at Preferred Capital Securities (Atlanta, GA)

    Associate Vice President – Internal Wholesaler at Preferred Capital Securities (Atlanta, GA)

    POSITION SUMMARY:

    Preferred Capital Securities is looking for an Internal Wholesaler to join our sales team in Atlanta, GA. Preferred Capital Securities is currently distributing $1.5B in Series A Redeemable Preferred Stock and $500M in Series M Redeemable Stock to the Independent Broker/Dealer and RIA channels.  The Internal Wholesaler will partner with a Regional Vice President to drive new relationships and business development in a specific territory with an established run rate.

    Primary Duties and Responsibilities:

    • High volume outbound sales calls involving prospecting, product updates, setting up sales appointments and following up after events.
    • Responding to inbound sales inquiries, literature requests and service issues.
    • Work closely with RVP in all aspects of maintaining/creating new relationships in the Independent Broker/Dealer and RIA communities.
    • Work closely with RVP in developing and implementing a business plan.
    • Partnering with assigned RVP to maximize territory coverage and market penetration.
    • Assist in analyzing territory sales data to determine opportunities.
    • Assist with territory and firm-wide marketing/sales campaigns.
    • Act as a liaison between sales force and the operations department to resolve client issues/problems.
    • Input client information and track sales using the firm’s CRM (Salesforce).

    Job Requirements:

    • Currently holds Series 7 and 63 licenses.
    • Sales Experience within Financial Services industry is necessary.
    • Strong verbal and written communication skills.
    • Ability to see issues/problems through to their resolution.
    • Must be a “self-starter” that can meet activity quotas.
    • Strong organizational skills and the ability to multi-task.

    Company: Preferred Capital Securities
    Location: Atlanta, GA

    Application Instructions:

    Resumes without the requested experience will not be considered.

    Please email your cover letter and resume to osmall@prefcapitalsecurities.com