Regional Sales Specialist and Internal Wholesaler
Career Opportunity for Sales Career Changers or Entry Level Sales Professionals
Location: Boston, MA

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Regional Sales Specialist and Internal Wholesaler
Location: Boston, MA

Job Summary

Are you an entry-level sales or experienced sales representative that would like to work for a growing stable company that has is considered one of the best companies in their sector? Would you want to work for a company culture that gives you access to all C-level division heads? Would you want to work for a company that gives you the room to expand your career? Do you want to work in a company that is collaborative and has longevity? Would you like to have a base salary plus commission (not straight commission or 1099) and excellent benefits? If you answered yes to these questions, then forward your resume to or call Henry at 603-894-0007 x215.

This is a hybrid position, requiring the Regional Sales Specialist to be on site 3 days a week in the downtown Boston office. The position includes an incredible benefits package including medical, dental, vacation (18 days annually), paid holidays when the NYSE is closed, floating holidays, short and long-term disability, wellness, flexible spending, 401K with a match, retirement plan, tuition reimbursement, commuter subsidy, profit-sharing bonuses, pet insurance, discounted auto and home insurance.

Sales Recruiters, Inc. has been retained to recruit and present the best entry-level candidates or sales professionals seeking to make a change in their current industry.



What you will be doing:

  • Making outgoing calls for the wholesaler
  • Update the CRM
  • Keep updated on products (new funds) and marketing information
  • Analyze daily sales reports
  • Facilitate conference calls between branch offices
  • Develop new prospects
  • Follow up with financial professionals after Regional VP visits
  • Collaborate with the RVP in creating and implementing marketing and sales strategy plans
  • Partner with the Regional Vice President
  • Proactively connecting with external clients
  • Establish connections for the wholesalers
  • Ensure compliance adherence

Required Skills

Skills, Traits, and Attributes for Success in the Position:

  • Teamwork
  • Organized
  • Bachelor’s degree and 2 years of work experience with a strong business acumen
  • Strong desire to go into sales
  • Ability and desire to gain knowledge of financial markets 
  • Series 7 and 66 or willingness to pass the test while an employee 
  • Competitiveness 
  • Ability to travel rare nights and weekends

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