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

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


    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