Home Internal Wholesaler at Triton Pacific Securities (Laguna Niguel, CA)

    Internal Wholesaler at Triton Pacific Securities (Laguna Niguel, CA)

    Partner with a Regional Vice President (RVP) to execute business strategies within an assigned territory with a focus on acquiring new business and growing existing relationships. This position plays a key role by leading or supporting business development efforts with strategic financial advisor clients. The position is located in Laguna Niguel, CA.

    Specific Responsibilities Include:

    • Primarily motivated by sales success and meeting firm sales goals and targets with an emphasis on acquiring new business
    • Be responsible for sales completion as determined by sales goals and number of outbound/inbound sales activity
    • Maintain a minimum call volume each day and a targeted number of appointments on behalf of the RVP
    • Serve as a point of contact regarding service and support
    • Manage and maintain Salesforce CRM and help RVP maintain client profiles and an optimized travel schedule
    • Develop extensive working knowledge of Triton Pacific product offering(s)
    • Attend certain firm events such as conference calls, broker dealer events, due diligence events or other business initiatives sponsored by the firm


    • Desire and ability to work successfully in an entrepreneur environment
    • Superior verbal and presentation skills
    • Successful track record in developing and managing sales territory
    • Ability to use initiative and work independently while also being a team player
    • Personable and possess the ability to communicate with all members of staff and clients

    Skills & Experience Required:

    • FINRA series 7 and 63 licenses
    • 2+ years of internal wholesaling to financial services industry experience
    • Bachelor’s degree
    • Strong proficiency in Microsoft Office and CRM (Salesforce)
    • Exceptional communication skills; ability to communicate with internal and external business partners at all levels

    Salary + Commission + Benefits:

    Compensation is based on experience and industry standards.

    Benefits include: Medical Plan, Dental, Vision, with optional Life and AD & D, Long-Term Disability, Short-Term Disability, FSA, 401(k).

    Company: Triton Pacific Securities, LLC
    Location: Laguna Niguel, CA

    Application Instructions: