Internal Wholesaler, 401k
Putnam Investments - Boston, MA

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Join Putnam's growing Defined Contribution business! The Internal Wholesaler will work as part of an internal and external wholesaling team to increase sales of Putnam full service 401(k) and Investment Only products through pro-actively telemarketing financial advisors in assigned territory. Educate advisors about Putnam's products, discuss and qualify leads, and provide support throughout the sales process. Qualifications include: bachelor's degree; 3 or more years successful sales experience, including two years in the financial industry; knowledge of the retirement plan marketplace and the capital markets; excellent communication skills; interpersonal flexibility; strong presentation skills with the ability to adapt to the interests of the audience; demonstrated initiative. FINRA Series 6 and 63 required, 7 preferred. Successful Internal Wholesalers will be considered for advancement opportunities, including External Wholesaling.
About this company
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Putnam Investments is a global money management firm with 75 years of investment experience. Our broad range of investment products...