Wholesaler

Job Title: Wholesaler

Job Location: Remote

Job Description:

Reports to: Executive Vice President
FLSA: Non-Exempt
Classification: Fulltime
Location: Anywhere, with preference for the west coast or DFW

About Us:
At U.S. Energy Development Corporation, our motto “Strive for Excellence” isn’t just a phrase – it’s ingrained in our ethos. For over four decades, we’ve been at the forefront of project development in onshore North America, pioneering a distinctive approach. Our corporate culture revolves around six core values that guide every aspect of our operations, ensuring that we’re all united in delivering outstanding results for our partners through top-notch performance and communication. If you’re interested in joining us, visit our website for more information: U.S. Energy Development Corporation

Responsibilities:
• Develop and maintain relationships with existing financial advisers to market U.S. Energy’s products, as well as identify new sales opportunities within their territory to meet sales goals.
• Utilize product knowledge, competitive positioning, and sales process skills to drive sales of investment products.
• Work with financial advisors to identify client needs and recommend product offerings and marketing strategies.
• Deliver effective presentations to promote U.S. Energy’s products, services, and competitive advantages.
• Utilize systems, technology, and tools to track activities and profile advisor data to expand reach of product distribution.
• Maintain a proactive and supportive relationship with sales, marketing, operations teams, and all internal partners.
• Represent U.S. Energy in a professional manner to all internal/external customers both on the telephone and through attendance at selected events.

Candidate Requirements:
• Superior written and verbal communication skills. Work independently as well as collaboratively within a team environment
• Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
• Strong results-oriented focus, strong work ethic and positive attitude
• Demonstrate initiative, creativity, and resourcefulness

Education and Experience:
• 3-5 years’ experience in a sales profession or the financial services industry
• Bachelor’s degree or equivalent work experience
• Knowledge of alternative investment products and services is required
• Proven track record of developing sales results in assigned territory
• Series 7 license is required

Physical Requirements:
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 25 pounds at times.

Application Instructions:

Please direct resumes to:  HR@usedc.com