Question:

How can I become an agent for marketing mutual funds?

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How can I become an agent for marketing mutual funds?

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  1. Many mutual fund companies hire market representatives (wholesalers) to call on broker/dealers to sell the funds product.

    You submit your resume to all th fund companies, you should have a background in sales and/or marketing, with a good understanding of finance, especially with investing.  

    If you addressing selling funds to the general public, you must be employed by a broker/dealer or an agency (insurance, accounting) that has a  working relationship with a broker/dealer.  The B/D will sponser you for a sales license to sell funds.

    Although many may require a degree, and you will need a good financial background  or an understanding of the various markets.


  2. http://www.MutualFundStore.com

  3. If you mean how do you get to sell mutual funds, you must obtain a series 6 license..  In order to sit for the test, you must be sponsored by a broker-dealer first.

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