AVP – Internal Consultant

Position Type: Full-time/Regular
Company: Griffin Capital Securities
Reports to: VP, Sales Desk Manager
Job Location: Phoenix, AZ

Position Overview:
An Internal Wholesaler focuses on generating sales of Griffin Capital’s alternative investment platform in collaboration with our Senior Vice President/s. Our Internal Wholesalers are responsible for proactively creating a valuable advisor experience through a consultative process that will further develop existing relationships and generate new ones. We are focused on providing a platform of solutions for advisors and their investors, while promoting the Griffin Capital brand and increasing market share throughout the industry.

Essential Duties and Responsibilities

  • Partner with Senior Vice President/s to develop and execute on territory sales plan/s.
  • Identify and cultivate new business opportunities through consultative selling, outbound calls, emails and referrals.
  • Help coordinate and execute territory marketing campaigns, call campaigns, and other sales activities that drive territory growth.
  • Drive attendance to various Senior Vice President meetings, territory roadshows and firm events.
  • Schedule meetings for the Senior Vice President with key prospects and existing producers.
  • Manage prospects and producers throughout the entire sales cycle.
  • Work in conjunction with the Senior Vice President to develop a territory business plan and sales strategy to effectively increase sales and improve territory penetration.
  • Build and manage the territory calendar, rotation and ranking of advisors.
  • Document all daily activities, such as calls, emails, follow up activity and campaigns in the CRM.
  • Develop exceptional Griffin Capital product knowledge with strong positioning strategies.
  • Develop and continually improve upon strong industry and capital markets knowledge.
  • Assist and resolve escalated client service issues when necessary.
  • Adhere to all compliance/company guidelines and requirements.
  • Travel within the territory when appropriate.


The ideal candidate will have the following qualifications and experience:

  • Minimum two years of internal sales or financial services experience.
  • Bachelor’s degree preferred.
  • General knowledge of alternative investments and capital markets.
  • Knowledge of CRM systems; Microsoft Office Suite including Excel, Word and Outlook.
  • Must hold a valid FINRA SIE, Series 7 and Series 63 license.


Griffin Capital Corporation is an Equal Opportunity Employer.