Careers – Internal Wholesaler

Internal WholesalerWilshire Finance Partners is a growing Southern California company and the manager of two pooled mortgage funds. Since 2008, Wilshire has developed a proven track record of delivering Stable Income and Principal Protection™ to our investors.

This is position based in our Orange County offices in Mission Viejo, California.

The Opportunity:

The Internal Wholesaler is responsible for selling our fund and other investments to registered investment advisors, wealth managers, institutional investors, and high net worth individuals. To be successful in this role an individual must have excellent phone sales skills, a strong work ethic and a competitive drive to succeed.

 

 

Duties and Responsibilities

  • Sell our fund and other investments over the phone to registered investment advisors, wealth managers, institutional investors, and high net worth individuals.
  • Generate new investment relationships and opportunities while maintaining and selling to existing relationships.
  • Represent Wilshire with existing and potential clients, business contacts and at industry associations.
  • Attend meetings, presentations and industry conventions.
  • Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements.
  • Meet and exceed investment sales goals.

 

Wealth Management

Required Skills and Experience

  • Minimum of 2 years of internal wholesaling experience required.
  • Excellent phone sales skills.
  • Results driven.
  • Excellent interpersonal skills.
  • Alternative investment experience; experience with non-traded pooled mortgage funds and/or REITs preferred.
  • Orange County, California residency preferred.
  • Bachelor’s degree required.
  • Series 7 and 63 certification highly desired.
  • Strong working knowledge of Microsoft Office and SalesForce software.

Rewards

  • Base salary between $50,000 to $60,000
  • Incentives which reward performance
  • Health insurance

This is position based in our Orange County, California offices.

For immediate consideration, there are 3 ways to apply:

  • Online Resume Submission:


File Types: .pdf, .doc

  • Email: dpelgrim@wilshirefp.com
  • Mail:
    Wilshire Finance Partners
    25950 Acero, Suite 345
    Mission Viejo, California 92691
    Attention: Loan Officer Recruiting

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