Miller/Howard Investments · 19 hours ago
Internal Wholesaler
Kingston, NY
Full-time
Onsite
Entry, Mid Level
1+ years expMiller/Howard Investments is an employee-owned, research-driven firm managing portfolios for a range of investors. The Internal Wholesaler will support the sales team by scheduling meetings, qualifying leads, following up on prospects, and providing customer service to financial advisors.
Financial ServicesReal Estate Investment
Responsibilities
Make prospecting calls to financial advisors to present Miller/Howard products and to identify advisors who are using SMAs and ETFs, and/or interested in Miller/Howard products
Make follow-up calls to financial advisors to further market to and qualify them as prospects
Align those prospects who have an interest in Miller/Howard products with the external sales representative(s) so that they can further market to them and/or arrange to meet
Make calls to financial advisors with active Miller/Howard accounts to provide updates on the portfolios, as needed
Send compliance-approved emails to financial advisors, as needed
Provide detailed reporting into SugarCRM for calls/voicemails, emails, leads, referrals, etc. Maintain SugarCRM database for actives and prospects, including researching and updating fields such as address, phone number, firm, group/group members, etc. Data entry on behalf of external sales staff
Work to identify top producers and code as such in CRM
Schedule meetings for external sales representative(s), as needed or requested
Provide general customer service to active advisors/prospects to retain and grow assets
Respond to financial advisor inquiries and requests in a timely, accurate, and compliance-oriented manner
All other duties as required or requested by management
Qualification
Required
1-5 years of internal sales experience, preferably for an equity asset manager
FINRA Series 7 and 63 (required prior to or shortly after hire)
Microsoft Office Suite
CRM data entry experience
Company
Miller/Howard Investments
Miller/Howard Investments is a research-driven firm that manages portfolios for investors.
11-50 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-11-25IPO
Leadership Team
Jasbir Kandhari
Chief Technology Officer
Eva Horowitz
Chief Operating Officer
Company data provided by crunchbase