Home Internal Wholesaler at CNL Securities Corp (Orlando, Florida)

    Internal Wholesaler at CNL Securities Corp (Orlando, Florida)

    Provide counsel and support on CNL distributed products to various financial advisors/registered representatives in a specific territory. Responsible for developing and expanding relationships with registered representatives in the CNL network of Broker Dealers.

    Essential Job Functions:

    • Develop new and build upon existing relationships with financial advisors/ registered representatives in the Broker Dealer network within their territory
    • Grow CNL’s market share within the territory through consultation with financial advisors/registered representatives on our products
    • Provide appropriate guidance to the financial advisors/registered representatives regarding the Company’s operating results and business strategies
    • Proactively educate financial advisors/registered representatives regarding CNL distributed products and benefits and make recommendations for their clients
    • Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
    • Maintain knowledge of our partners’ business and market performance/position in order to provide guidance to financial advisors/registered representatives related to CNL distributed products
    • Research and analyze quarterly/annual Reports, 10K, and other publicly filed information
    • Respond to technical product and competitive positioning questions as appropriate
    • Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities Corp.
    • Host client seminars, conferences and education forums for purposes of educating our financial advisors/registered representatives regarding CNL distributed products
    • Travel within the territory when appropriate

    Competencies:

    • Ability to handle and resolve customer issues with minimal guidance
    • Strong interpersonal skills with proven ability to build effective relationships
    • Strong advisory services background with progressive level of proven results
    • Excellent telephone communication skills and etiquette
    • Excellent interpersonal communication and presentation skills
    • Effective analytical skills
    • Detail oriented
    • Strong time management and organizational skills
    • Leadership skills
    • Diplomacy in client interactions
    • Work independently and in a team environment
    • Proactive and innovative self starter

    Education/Experience:

    • Bachelor’s degree required
    • Previous sales experience and market/industry knowledge of financial services preferred
    • Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time

    Company: CNL Securities Corp
    Location: Orlando, Florida

    Application Instructions:
    Please Click here to apply.