Job Description

Bring your drive and a great attitude to Dunham & Associates, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity. Additionally, you will receive a base salary and be eligible for our generous commission program. As an internal mutual fund wholesaler, you will be responsible for making daily sales phone calls to your territory with the goal of increasing sales through partnerships with external wholesalers. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for achieving goals.  This position has a clearly defined career path, and we will invest the time and resources to train you.

RESPONSIBILITIES

Some of the duties of the internal wholesaler (Regional Marketing Associate) position include: 

• Working with the external wholesaler for your region to develop and execute an appropriate business plan to maximize territorial sales;
• Establishing and maintaining current and potential client and financial advisor relationships through proactive daily cold calls and occasional webinars;
• Presenting and selling Dunham mutual funds, Dunham’s advisory fee program, and trust services to financial intermediaries;
• Conducting sales presentations to existing and prospective  financial advisors to discuss our investments and services;
• Scheduling Regional Director's appointments to ensure productive sales days;
• Following-up on new leads and referrals resulting from field activity;
• Preparing sales proposals and presentations;
• Identifying and resolving client concerns;
• Participating in marketing events such as trade shows, seminars and telemarketing events;
• Updating and maintaining Client Information System;
• Handling incoming phone calls and requests for information, sales and marketing material, and hypothetical illustrations;
• Other duties and responsibilities as assigned;
• Minimal travel may be required

REQUIREMENTS

• Bachelor’s degree
• Current FINRA Series 6 or 7 and Series 65 or 66 license preferred. If you are not currently licensed you must pass the Series 6 or 7 and Series 65 or 66 license within three months of start date;
• At least two years of financial/marketing sales experience;
• Outbound sales cold call experience preferred;
• Computer proficiency in MS Office;
• Salesforce experience preferred;
• Effective verbal and written communication skills to educate and influence sales;
• Prior experience with financial advisor(s) a plus;
• Must be self-motivated and willing to make the extra effort to work and train for a highly rewarding professional career;
• Must behave ethically and properly at all times.

Dunham offers a full benefits package, including:

• Medical, dental, and vision insurance (currently Cigna)
• LinkedIn Learning
• Medical and dependent care flexible spending accounts (FSA)
• Short-term and long-term disability coverage
• Life/AD&D insurance
• Aflac options
• Long-term care insurance
• 401(k) Plan with employer match

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