Job Description

The Internal Wholesaler must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness. The successful candidate must be a self-starter and team player.

Primary Responsibilities

• Partner with Regional (External) Wholesaler to manage territory to attain both sales and revenue goals.


• Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.


• Articulate investment solutions and strategies and discuss financial markets (domestic and international).


• Identify and support sales opportunities and advisor needs, advance relationships, and introduce new concepts.


• Work with various departments/individuals within the organization to provide exceptional service and support to our Financial Advisors.


• Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

Critical Success Factors

• Ability to thrive in a fast-paced environment.


• Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.


• Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.


• Ability to effectively work with Regional Wholesalers through the client sales and servicing cycle.


• Excellent presentation, communication, and phone skills in a virtual environment.


• Proven client-focused consultative sales approach, including the ability to listen to clients/prospects needs and help identify and present appropriate solutions.


• Ability to overcome objections.


• Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.

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