External Wholesaler Resume Sample
Rory Yundt
2924 Nayeli Center,
Philadelphia,
PA
+1 (555) 207 9553
Work Experience
Regional VP / External Wholesaler
10/2015
-
PRESENT
Detroit, MI
- Generate results and focus on increasing and retaining the firm’s assets
- Demonstrate dedication to the company and colleagues’ success and contribute to the group
- Conduct meetings, seminars and training workshops to current and prospective representatives (including some weekends) to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
- Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
- Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory in order to significantly capture sales and market share
- Proactively seeks and supports the development of new initiatives to enhance Lincoln's success and market presence
- Develops and implements a territory business plan
- Supports and participates in various Strategic Partner firm meetings and conferences
External Wholesaler
12/2010
-
04/2015
San Francisco, CA
- Captures field activity and sales related data in LFD Contact Management System
- Coordinates sales activities with LFD Internal Wholesalers and the External Wholesalers in other product lines
- Maintain a high level understanding of DB’s wide range of investment products and global investment views
- Market active, passive, and alternative solutions to DB’s most important clients
- Develops and implements Territory Business plan
- Develops and maintains a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities for his/her assigned area(s) of responsibility
- Develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations
- Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for his/her assigned area(s) of responsibility
External Life Wholesaler
02/2007
-
09/2010
Chicago, IL
- Identifies and recommends to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility
- Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance
- Serves as a resource to internal/external stakeholders for his/her assigned area(s) of responsibility
- Develops and executes sales plans to increase sales revenue and market share within assigned firms/institutions
- Increases penetration in territory by optimizing and growing relationships within existing firms/institutions. Partners with fellow wholesalers to achieve sales objectives
- Cultivates, manages, and maintains firm/institution client relationships within assigned territory
- Increases/gains awareness of Lincoln's products and services with firms and/or institutions within his/her assigned territory
- Develops and executes plans to select appropriate key partners to promote Lincoln's products/services and optimize sales effectiveness
- Provides presentations, information, education, training, and advice on company's products and services to assigned firms/institutions
Education
Argosy University - Sarasota Campus
2003 - 2007
Bachelor's Degree in Business
Professional Skills
- Strong professional communication skills demonstrated by conducting presentations
- Work related experience of which 1+ years includes sales experience with financial products including internal or external wholesaling experience
- Proven sales acumen and presentation skills
- Listening, resolving conflict and presentations skills
- Incorporate sales methodology / interviewing skills to learn about representatives’ business and needs to suggest sales and marketing ideas
- Advanced one on one selling skills
- Prior wholesaling experience in the bank, planner or independent broker/dealer channels
How to write External Wholesaler Resume
External Wholesaler role is responsible for events, retail, finance, securities, training, marketing, compensation, trading, reporting, insurance.
To write great resume for external wholesaler job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For External Wholesaler Resume
The section contact information is important in your external wholesaler resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your External Wholesaler Resume
The section work experience is an essential part of your external wholesaler resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous external wholesaler responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular external wholesaler position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative External Wholesaler resume experience can include:
- Prior wholesaling experience in the bank, wire house or independent broker/dealer channels
- Prior wholesaling experience with fixed, fixed index, variable annuities, income annuities, and life products
- Prior wholesaling experience in the Bank, Wire and Independent Broker Dealer distribution channels with above noted products
- Thorough knowledge of sales and marketing principles and practices. Strong ability to work independently and to communicate clearly and concisely
- Balance multiple priorities and meet specific marketing objectives and achieve specific production objectives
- Create and deliver effective presentations, seminars, workshops and branch meetings to current and prospective Advisors
Education on an External Wholesaler Resume
Make sure to make education a priority on your external wholesaler resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your external wholesaler experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in External Wholesaler Resume
When listing skills on your external wholesaler resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical external wholesaler skills:
- Effectively manage territory and build strong partnerships in local markets within territory
- Demonstrate effective and timely use of the CRM system and expense reporting system
- Superb interpersonal and relationship management skills
- Demonstrated track record of consistently meeting and/or exceeding performance expectations#L!-AY1
- The position requires extensive experience using a OneAmerica supported economics based planning system
- Sales related experience working with 401(k), retirement plan, mutual funds, and/or annuity products
List of Typical Experience For an External Wholesaler Resume
1
Experience For External Annuities Wholesaler Resume
- Reporting and monitoring operational activity and expense reports timely and accurately
- Provides sales support tools, sales and marketing ideas on Lincoln's products/offerings to assigned firms/institutions
- Identifies and communicates any potential conflicts regarding Lincoln's products/services
- Maintains wholesaling databases to create and maintain Advisor profile levels and data on current and proposed sales activity
- Develop territory by establishing new client relationships that leads to the utilization of product offerings
- Maintain a high level of professional conduct ensuring that all FINRA, SEC, Department of Insurance and Symetra compliance and firm policies are adhered to
- Conducts site visits to assigned firms/institutions to achieve sales targets
- Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives
- Utilizes expense budgets to set limits and maximize sales opportunities within his/her assigned territory. Collaborates with internal stakeholders on proposals and/or distribution of relevant marketing materials
2
Experience For External Life Wholesaler Resume
- Maintains sales call data in appropriate systems and/or complete sales reports
- Maintains sales call data in appropriate systems and/or complete sales reports. Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
- Work closely with divisional manager to develop appropriate business plan to maximize regions sales and meet business objectives
- External wholesaling position to work with bank financial consultants, Independent Planners, wire houses, and broker/dealers to increase the sale of fixed and variable annuities, income annuities, and life products
- Strategically plan and manage deployment of resources for your territory through marketing and sales initiatives, and budgeting & expense responsibilities
- Build and maintain producer relationships to keep them informed of market and product changes and enhancements
- Increase sales through field activity and one on one contact
- Provide sales ideas and client solutions. Work in conjunction with Internal Wholesalers to identify producer needs, develop an extensive and productive travel schedule, and a build a results oriented strategy for implementation
- Work in conjunction with Internal Wholesaler to identify and foster leads generated from referrals, and local and national ad campaigns
3
Experience For Mutual Fund External Wholesaler Resume
- Life & Disability, Series 6 or 7, and Series 63 license
- History of producer contacts in the territory and target markets
- Educates financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows
- Work closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing
- Manage expense account within allotted budget
- External wholesaling position to work with bank financial consultants, independent planners, wire houses, and broker/dealers to increase the sale of fixed, index and income annuities
- Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse products, describe our value proposition and present our products in the context of sales ideas
- Adhere to LFD’s Culture of Compliance. Comply with LFD’s policies and procedures
4
Experience For External Life Wholesaler Pos-brighthouse Financial Resume
- Comfort with largely formulaically based compensation system
- Generate sales through a balance of Morgan Stanley Wealth Management & external (3rd party) wire-house advisor offices
- Build and establish rapport with key centers of influence within local offices / regional investment centers to build MSIM brand awareness
- Comprehension and ability to communicate on key technical topics to include: investment strategies, products and capital market conditions
- Strategically plan and manage resources to maximize territorial sales. Responsible for budgeting expenses efficiently. Work in conjunction with a Regional Coordinator (internal) to identify and foster leads generated from referrals, ad campaigns and territory canvassing
- Travel required, overnight travel required. Voya CRM usage required
- Territory is Georgia and Tennessee
5
Experience For External Wholesaler, Retail Resume
- Series 7, 63, 66/65 licenses required
- Present technology with enthusiasm and be able to interpret prospects needs to focus on appropriate features and products at the level of detail needed. This includes superior facilitation / communication skills to articulate the value proposition of MassMutual@Work products and services in response to individual client need
- Learn and retain complex system details and requirements and relay those details succinctly and in layman terms
- Incumbents work independently with large/important prospects
- Identify and cultivate prospective producer and plan sponsor clients, prepare and deliver new business presentations, and close the sale of products and services
- Maintain industry knowledge necessary to be a product expert on employee benefits and employers interested in leveraging private exchange / benefit administration technology
- Maximize marketing and sales efforts by partnering with RSD’s and MD’s on intermediaries and prospects
- Manage self in accordance with regulatory requirements and compliance ground rules, including promptly obtaining all necessary licenses
- Understand the full spectrum of health and welfare benefit programs, carriers and benefit trends
6
Experience For External Wholesaler, Wealth Management Resume
- Attend industry conferences to learn trends and promote BeneClick!
- Work with the MassMutual@Work and BeneClick! teams to transition sold cases into satisfied inforce clients by setting appropriate expectations and bringing in the right resources
- Develop and execute on go-to-market business plans in partnership Head of BeneClick! and RS Sales
- Collaborate with internal sales and marketing teams to develop selling messages for producers, employers, and employees, including promotional and educational materials
- Provide input to and participate in projects to enhance sales operations
- Handles projects or work with defined scope in own discipline and typically has a short-term focus
7
Experience For External Wholesaler Pos-brighthouse Financial Resume
- Partner with other Mass Mutual Sales representatives across the organization to create greater awareness opportunities for all Mass Mutual products especially BeneClick!
- Understands the science of sales and how to leverage their resources
- Team-oriented balanced with ability to work independently
- Knowledge of defined contribution plans and investments
- Current Series life and health licenses
- Coordinates appointments with advisors and offices at least six weeks in advance. Arranges personal travel schedule
- Provides service and sales support to financial advisors and coordinates activities and rep contacts with their Internal Wholesaler
8
Experience For Regional VP / External Wholesaler Resume
- Attends I&R and broker/dealer national conferences and meetings
- Develop and implement a strategic business plan to drive sales for assigned territory
- Participates in the development of educational materials for field use and represents the company at industry and financial institution conferences and meetings
- Series 6 and/or 7 along with a Life and Health license is required
- Develops and maintains profitable productive relationships with the Producer Group Channel in your assigned territory in order to significantly capture sales and market share
- Develops and maintains profitable productive relationships with the Advisor Channel in your assigned territory in order to significantly capture sales and market share
9
Experience For External Wholesaler / Regional Sales Director Resume
- Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory (KY and IN) in order to significantly capture sales and market share
- Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory (NC and VA) in order to significantly capture sales and market share
- Manage territory and generate sales to meet objectives
- Identify and establish new relationships with independent representatives/advisors
- Determine key relationships and work with Tamp Wholesalers and Third Party Branch Managers and to develop a plan to increase AUM
10
Experience For External Wholesaler, Wealth Sales Resume
- Attend and host Third Party representative/advisor and client events
- Share and reinforce best practices across offices and regions
- Host regular conference calls, webinars, and other events to keep Reps and Tamp Wholesalers current on product updates and to ensure consistency of message and presentation across the product line
- Present technical knowledge in an innovative way
- Work with third party advisors to help close business as needed
List of Typical Skills For an External Wholesaler Resume
1
Skills For External Annuities Wholesaler Resume
- Strong territory management experience related to zone rotation, opportunity assessment and strategic planning to maximize opportunities
- The ability to think long-term, assess changing business conditions and risks, and pivot or re-allocate resources effectively
- Sales experience in a wholesale investment services and life insurance environment and a solid track record of over quota performance
- Effectively move Producers to success in activity, prospecting, presentations and production
- Efficiently/effectively contact producers based upon the ROI of time through an optimal mix of visits/webinars/calls
- Extraordinary enthusiasm, positive attitude and interpersonal skills
- Work closely and communicate effectively with Sales Management
- Client facing external experience
2
Skills For External Life Wholesaler Resume
- External retail selling experience
- Experience wholesaling within the independent broker dealer channel required
- Experience selling interval funds, non traded products and Reg D offerings
- Proven ability in growing a region as measured by sales results
- Experience wholesaling fee based and variable annuities
- Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics
- Field sales and territory management experience
3
Skills For Mutual Fund External Wholesaler Resume
- Solid knowledge of mutual funds and the investment markets
- Excellent knowledge of the advisor community and how they meet the Life & Retirement needs of their clients
- Demonstrated success within sales with the ability to establish sales objectives and meet goals
- Proven ability to grow a territory as measured by sales and persistency of business over multiple years
- Cooperate with, and support, the efforts of the Home Office in marketing thrusts and other matters surfaced by Mass Mutual
- Build strong relationships with brokers, agents, advisors and execute an assisted sale model with employers in conjunction with local sales teams
- Establish and maintain strong, sustainable relationships with executives and employees of Cavanal Hill Investment Management and its parent company BOKF, NA
- Excellent knowledge of the advisor community and industry
- Related sales and industry experience
4
Skills For External Life Wholesaler Pos-brighthouse Financial Resume
- Providing marketing support and coordinating customer service to producers
- Bring creative product ideas and solutions to the offices to keep fresh perspective on the Broker Dealer and Tamp approved offerings
- Bring creative product ideas and solutions to the offices to keep fresh perspective on the Broker Dealer approved offerings
- Budgeting expenses efficiently
- Identify and develop top advisors while strengthening relationships with existing advisors
- Build productive relationships; provide training, sales ideas, mentoring and industry knowledge
5
Skills For External Wholesaler, Retail Resume
- Responsible for building and maintaining relationships with RIA’s to generate assets within a specific territory
- Comprehensive expertise in marketable securities and competent understanding of industry trading platforms and Broker/Dealer fee based accounts
- Receive and act upon coaching and instructional directions from managers while working in a team environment
- Identify and develop new advisors while strengthening relationships with existing advisors with in the territory
- Build productive relationships; provide training, sales ideas, and mentoring
- Increase market share by delivering exceptional client added services
- Serve as Subject Matter Expert on Variable Annuity Business and generate ideas to assist our clients in selling both product lines
6
Skills For External Wholesaler, Wealth Management Resume
- Maintain a consistent call rotation and territory management system within the INWS model (including expense management)
- 20 %: Planning, sales follow-up, industry conference support and product education
- Develop and implement a business plan for the territory including activity and sales based objectives
- 10 %: Administration including CRM and expense maintenance
- 20 %: Planning, follow-up, industry conference support and product education
- Project and business planning
- A broad perspective and understanding, but a narrow focus on execution
- Proficiency in Financial Services Sales, Wholesaling, Life Insurance Sales, Life Insurance Products, Relationship Management
7
Skills For External Wholesaler Pos-brighthouse Financial Resume
- Proficiency in Financial Services Sales, Wholesaling, Annuity Products, Relationship Management
- Proficiency in Financial Services Sales, Wholesaling, Retirement Plan Products, Relationship Management
- Thrive in a challenging sales environment
- Maintain a high level of professional conduct ensuring that all Symetra compliance and firm policies are adhered to
- Adapt to constant changing environment
8
Skills For Regional VP / External Wholesaler Resume
- Develop regional business plan that is centered around a consultative sales and servicing engagement style
- Drive, coordinate or deliver regional or home office based training events & product roadshows
- Maintain regular feedback loop with select home office teams and direct manager to ensure “voice of client” is being heard
- Able and willing to travel 60% of the time
- Calls on financial advisors in the geographic region to solicit their support in recommending products to their retail clients and prospects
- Clearly and consistently reports activities, numbers and any other information as requested by wholesaling management
- Develop practice management and other similar tolls to help reps build and support their growing businesses
- Provide ongoing service to Tamp Wholesalers, representatives/advisors and their clients
9
Skills For External Wholesaler / Regional Sales Director Resume
- Thorough understanding of applied economic principles and global capital market structures
- Work to develop sales of Immediate Annuities, Deferred Annuities and Variable annuities in an existing territory
- Fosters talent among sales and marketing team members
- Passion for investing, intellectually curious
- A mentoring mentality
10
Skills For External Wholesaler, Wealth Sales Resume
- Grow sales of Fidelity VIP, Advisor and Sub-advised funds through our external Insurance client wholesalers via Variable Annuity contracts
- Work directly with financial advisors to grow sales across our insurance clients’ platforms
- Travel 80 % of time
- Develop and maintain an in-depth knowledge base of the BMO investment strategies and fund policies
- Utilize needs based selling to identify qualified prospects, determine client needs, develop solutions, close sales, maintain and strengthen client relationships
- Support BMO fund activities at industry trade shows and conferences
- Develop and maintain an in-depth knowledge base of the BMO Mutual Fund investment strategies and fund policies
- Support BMO Mutual Fund activities at industry trade shows and conferences
- The securities industry and asset management products
List of Typical Responsibilities For an External Wholesaler Resume
1
Responsibilities For External Annuities Wholesaler Resume
- Data-mine and report through a Contact Management System. Provide management with appropriate sales and call reports in a timely manner
- Determine key relationships and work with Internal Wholesalers to develop a business plan to increase AUM
- Host regular conference calls, webinars, and other events to keep Advisors current on product updates and to ensure consistency of message and presentation across the product line
- Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory (WA and OR) in order to significantly capture sales and market share
- Creating value for agencies and producers through timely and quality contacts (i.e., meetings, webinars, phone calls and emails) promoting the sale of OneAmerica individual products, and generating positive results through performance relative to objectives established in the position’s Incentive Compensation Plan
2
Responsibilities For External Life Wholesaler Resume
- Maintaining a calendar of activity, summarizing agency and producer contacts on Salesforce.com, and interacting effectively with the OneAmerica Producer Resource Center Sales Desk
- Drive to the assigned sales and quality recruit objectives for the territory and contribute to the overall yearly targets
- Meet or exceed agreed upon annual sales goals as assigned by the Director of Sales
- Develop and implement a territory sales plan that is aligned with the company’s business plan and established sales goals
- Maintain client information in contact management systems to document activities, sales efforts, product campaigns and business support
- Establish and maintain sustainable relationships with executives and employees affiliated with financial service companies that have the potential to or currently distribute Cavanal Hill products
- Maintain heavy travel schedule within assigned territory to conduct meetings with financial services professionals and their clients. Represent Cavanal Hill at company and industry related conferences, meetings and other special events assigned by the Director of Sales
3
Responsibilities For Mutual Fund External Wholesaler Resume
- Adhere to all company policies and industry compliance rules and regulations. Ensure that only approved marketing materials are utilized with advisors and their clients
- Superior sales, marketing, presentation and closing skills
- Extensive knowledge of mutual funds, managed products and the associated industry
- High level of proficiency in portfolio development, asset allocation and investment management
- Provide both proactive and reactive professional service in a fast-paced sales environment utilizing creativity and organizational skills while multi-tasking
- Work with bank financial consultants, Independent Planners, wire houses, and broker/dealers to increase the sale of fixed, fixed index, variable annuities, income annuities, and life products
- Work in conjunction with Internal Wholesaler to identify and foster leads generated from referrals
4
Responsibilities For External Life Wholesaler Pos-brighthouse Financial Resume
- Active State Life & Disability, Series 6 or 7, and Series 63 license
- History of producer contacts in the territory
- This opportunity requires extensive travel within the territory (Northern New England - Western MA, VT, NH & ME) - to include occasional weekend events
- Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory (MN and ND) in order to significantly capture sales and market share
- Develop a business plan to maximize market share, assets and profitability for assigned territory
- Present New York Life products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to its competitors
- Drive a full schedule of appointments
- Utilization of our contact management system for activity
- Manage travel and expense budget to assigned amount
5
Responsibilities For External Wholesaler, Retail Resume
- FINRA 7, 66, (65 &63), State Life Insurance license
- Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures
- Develop and execute a business plan for the territory that connects to CG Canada goals and creates significant, sustainable growth for Capital Group
- Organize the territory efficiently (properly zone and rank offices), effectively schedule sales team activities (wholesaler, inside sales, sales and service associate)
- In partnership with Marketing and National Accounts, develop a plan for increasing awareness and presence of Capital Group with key advisors and dealer firms in Quebec. Provide counsel to Marketing to ensure effective messaging for Capital Group in Quebec
- Master industry perspectives to serve as a valued partner for firms/advisors and CG associates; provide feedback and insights on Quebec and the industry in Quebec
- Partners with the CG Canada sales, national accounts, institutional, marketing, compliance and operations associates to ensure a constructive, collaborative, integrated approach to planning and running the business
- Represents Capital Group at conferences, branch/regional meetings and investor seminars in Quebec; collaborates with internal teams to suggest and create materials and presentations for these events
6
Responsibilities For External Wholesaler, Wealth Management Resume
- Embraces the responsibility as the principal spokesperson for CG relative to advisors in Quebec; participates in PR and communications plans and messaging development for Quebec
- Proven track record in third party distribution, a broad knowledge of the investment funds (funds, ETFs, SMAs, seg funds, platforms, programs, securities) business, advice firms and advisors
- Proven effectiveness in building long-term relationships with investment advisors
- A proven track record of sales success in Quebec; deep understanding of Quebec culture
- Operate independently, while also being a constructive, collaborative partner for colleagues
- Life and annuity insurance sales experience (MDRT production)
- Fluently bi-lingual (English, French)
7
Responsibilities For External Wholesaler Pos-brighthouse Financial Resume
- Looking for an experienced sales professional who has the ability and desire to join a new annuity distribution channel for Lincoln and grow/build their territory
- Has a proven sale track record and currently lives in the assigned territory
- Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory to significantly capture sales and market share
- All aspects of the sales process
- License requirements: Series 7, 63/66 or 65
8
Responsibilities For Regional VP / External Wholesaler Resume
- A results-oriented and extremely organized individual who can work alone or as part of a small team to drive business results
- Internal Wholesaler Partnership
- Professional and a team player
- A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs
- A sincere drive to achieve and "make the sale"
- Business values and integrity beyond reproach
9
Responsibilities For External Wholesaler / Regional Sales Director Resume
- Travel within the territory (Approximately 80% day travel with some overnights.)
- Life, Accident & Health Licensed
- FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire
- Technical knowledge of investment and advisory services and life insurance industry required
- Dynamic presentation skills, and in depth knowledge of advanced sales concepts (i.e., executive compensation, retirement planning, charitable giving, and estate planning)
10
Responsibilities For External Wholesaler, Wealth Sales Resume
- Position requires the ability to work independently with self-motivation and the ability to understand technical sales ideas and communicate them from a sales perspective
- Competency with Microsoft Windows and Office software, along with the ability to travel extensively are requirements
- High integrity profile
- Travel Amount: 50-100%
- The RIA marketplace
- 70 %: Sales
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