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Internal Wholesaler

Orion Advisor Solutions LLC Omaha, NE

The Internal Wholesaler is responsible for serving as a strategic partner in developing and maximizing business relationships with RIA's in an assigned territory for Orion.

The Internal Wholesaler is responsible for increasing recruitment and sales activity in partnership with the external wholesaler.

Job Duties Include:

  • Makes proactive outbound calls to investigate potential sales.
  • Schedule quality appointments weekly for the external wholesalers to meet with producing or potentially producing RIA's.
  • Receive incoming calls via sales queue and answers questions
  • Follow-up on Wholesaler appointments, conference leads, and referrals of qualified representatives
  • Provides website tours to promote company products and services
  • Assist RIA's in analyzing information regarding their client's financial information and history to recommend appropriate investment strategies
  • Be a product expert on Brinker client-specific asset allocation portfolio solutions
  • Assist sales and marketing teams in developing an effective strategy

Education/Experience we're looking for:
  • Bachelor of Science in Business Administration, Finance, or related field required.
  • Series 66 and 7 licenses are required.
  • 1 year of customer service or sales experience required
  • Experience working within the RIAs is preferred.


'Position at Brinker Capital Investments'

About Us

AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.

Date Posted November 19, 2022
Date Closes December 19, 2022
Requisition R818
Located In Omaha, NE
SOC Category 00-0000.00

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