We are A Strong Innovative team

SC Distributors is focused on a simple, yet powerful mission: provide professional financial advisors and their investors with access to select alternative investment products. Our approach to designing products and providing financial solutions begins and ends with a commitment to thoroughly research and analyze what we believe are the best available product sponsors and investment strategies.

Job Description

SC Distributors

95+ Employees, Costa Mesa, CA


Industry Experience

Job Description

In partnership with the external wholesaler, the internal wholesaler is responsible for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. The Internal Wholesaler is responsible for raising and retaining assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support. The Internal Wholesaler develops and maintains relationships with existing financial advisers in order to sell a diversified selection of alternative investments that make up the SC Distributors platform. These offerings include - Publicy registered Nontraded REITs, BDCs, Renewable Energy and Impact Investing LLCs. The Internal Wholesaler is additionally responsible for developing and implementing a business plan and sales strategy with the external wholesaler. Additional responsibilities include delivering effective presentations to promote SC Distributors products, services and competitive advantages.


Skills/Experience Required

  • At least two years of sales/marketing experience
  • Excellent communication and presentation skills
  • Excellent listening and probing skills
  • Strong time management and organizational skills
  • Ability to thrive in a challenging and collaborative sales environment
  • Experience in the financial or investment management industry preferred
  • NASD Series 7 and 63 licenses desired
  • Bachelor's degree preferred

Company Overview

SC Distributors is focused on a simple, yet powerful mission: provide professional financial advisors and their investors with access to select alternative investment products. Our approach to designing products and providing financial solutions begins and ends with a commitment to thoroughly research and analyze what we believe are the best available product sponsors and investment strategies.

Our leadership's extensive experience in wholesale distribution, combined with our strategy to engage a prominent real estate investment banking organization, helped enable us to identify and evaluate the capabilities, backgrounds, financial sustainability and track records of a wide variety of potential investment managers. Finally, our leadership's extensive distribution experience and our proprietary SCORE (Strategic Capital Online Reporting Engine) technology platform helps us to effectively and efficiently track and manage each step of the product delivery process for our financial advisor and broker/dealer partners.

Posted by

Kevin Chavez

VP - Sales Desk Manager

Open Position: Internal Sales Associate


Apply with Resume

Contact Us

Get in Touch


SC Distributors


Business Hours

  • Monday-Friday: 8am-5pm
  • Saturday-Sunday: Closed