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AVP Internal Wholesaler

Company: StoneCastle
Location: New York
Posted on: December 4, 2019

Job Description:

Primary Duties and Responsibilities: - - - - - - - -High volume outbound sales calls involving prospecting, product updates, setting up sales appointments and following up after events - - - - - - - -Handle incoming phone calls, requests for product information, sales and marketing material, and problem resolution in a professional and timely manner which can include conducting timely thank you calls, targeted campaign calls, and scheduling quarterly business reviews - - - - - - - -Work closely with sales team in all aspects of maintaining/creating new relationships in the broker-dealer and RIA channel - - - - - - - -Proactively maximize territory coverage and market penetration, logical office visit patterning, group events, etc. - - - - - - - -Assist with territory and firm-wide marketing/sales campaigns - - - - - - - -Act as a liaison between sales/marketing/operations department to resolve client issues/problems - - - - - - - -Maintain all communication and activities within CRM database/Salesforce - - - - - - - -Remain up-to-date on all aspects of our industry and clientsJob Requirements - - - - - - - -Sales Experience within financial services industry is necessary - - - - - - - -Strong phone presence, and 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 multitask - - - - - - - -Must work effectively inter-departmentally to drive results and advocate the sales process - - - - - - - -Proven communications, interpersonal, organizational, and sales skills - - - - - - - -Proficiency with personal computers, PowerPoint, Excel and Salesforce (or similar) CRM systems - - - - - - - -Team-oriented -About StoneCastleStoneCastle was founded in 2003 to connect institutional and retail investors to banks via innovative cash, deposit, and capital investment solutions. Together with its affiliates, StoneCastle currently oversees more than $17 billion in assets under management and administration. Our industry experience, proprietary processing and analytical systems, and extensive bank network have made us one of the leading providers of deposit and cash management strategies for brokerages/RIAs, banks, institutions, leading corporate brands, and the communities and clients they serve. StoneCastle is employee owned and managed with backing of world-class financial partners; Canadian Imperial Bank of Commerce (CIBC), one of the world's largest banks, and Charlesbank Capital Partners, a leading private equity firm. - -

Keywords: StoneCastle, New York , AVP Internal Wholesaler, Other , New York, New York

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