Senior Internal Wholesaler

Join a great place to work with MissionSquare, a financial services corporation with approximately $75 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 1.3 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.

The Internal Wholesaler is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals. The internal wholesaler will support Government/EHNP Business Development professionals and act as a liaison to the field sales teams.

Essential Functions for this role include:

Strategy and Support 

• Working with external stakeholders to develop territory strategy, coverage plan and sales campaigns.
• Conducting competitive evaluation within product line-ups and maintaining key competitive information.
• Analyzing reports to increase understanding of the defined contribution business and identifying sales trends; leveraging the information to prepare for outbound sales calls.
• Researching and communicating industry changes and trends that may impact the organization or product positioning, with both internal and external clients.
• Coordinating RFP activity and RFP reviews within each territory.
• Developing and tailoring sales concepts and presentations based on prospect/client needs and profile(s).
• Creating data mining campaign to target key prospects.
• Being a lead user of Salesforce to document and execute activity for all sales leads.

Business Development and Relationship Management 

• Partnering with Business Development professionals to facilitate successful territory coverage with activities that include meeting preparation, follow up and organizing events.
• Maximizing calling efforts; proactively engaging in outbound calls to qualify leads and ensure inbound calls are effectively converted from inquiries to opportunities.
• Providing information and analysis for active prospect situations.
• Conducting relationship-building and consultative sales calls through outreach to key advisors and consultants.
• Traveling to territory to conduct one-on-one DC meetings and/or to deliver group presentations.

Internal Collaboration and Productivity  

• Building meaningful and credible partnerships throughout the MissionSquare Retirement organization to leverage colleagues’ insights, external relationships, marketing materials etc. to foster a strong team environment.

If you have the following skills, we encourage you to apply:

• BA/BS or equivalent experience

• 7+ years overall work experience

• 5+ years of experience in financial services industry, financial sales or financial wholesaling, with exposure to 403(b), 457(b), and 401(a) plan types.

• CIMA, CPWM, CAIA or CFP
• FINRA Series 7 and 63 at the date of hire or within a determined time period
• Knowledge of investment management or financial industry
• Internal Wholesaler experience
• Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.
• Team player with strong interpersonal communication and sales skills that can thrive in a collaborative sales environment.
• Ability to work independently and in a team environment
• Proficient with Word, Excel and PowerPoint
• Proficient with Salesforce or similar software

 To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
• Varied incentive plans
• Flexible/Hybrid work schedules
• Wellness programs
• Tuition reimbursement
• Professional and career development courses
• Mentoring programs
• Volunteerism program 

 As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhan