Internal Wholesaler

Benefit Bank Distributors, Inc, based in Austin, Texas, focuses on building relationships, partnerships, and quality in the financial services industry. With a progressive mindset, the company collaborates with insurance companies to create, market, and sell Investment Instruments through select financial institutions, aiming to lead and set trends in the industry.

Role Description

This is a full-time on-site role for an Internal Wholesaler at Benefit Bank Distributors. The Internal Wholesaler will be responsible for business planning, finance, wholesale activities, investment product sales, and maintaining client relationships within the financial industry.

Qualifications
• Business Planning and Finance skills
• Experience in Wholesale and Sales
• Knowledge of Investments
• Strong interpersonal and communication skills
• Ability to analyze market trends and financial data
• Bachelor's degree in Finance, Business, Economics, or related field