5 External Wholesaler Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a motivated and enthusiastic Junior External Wholesaler to join our dynamic sales team at [$COMPANY_NAME]. In this role, you will be instrumental in supporting the sales efforts by building strong relationships with financial advisors and clients, understanding their needs, and presenting our portfolio of investment solutions. You will have the opportunity to learn from experienced wholesalers and contribute to the growth of our business.

Responsibilities

• Assist senior wholesalers in developing and maintaining relationships with financial advisors and their firms.
• Conduct regular follow-ups with clients to ensure satisfaction and identify additional sales opportunities.
• Participate in sales presentations and meetings, providing support and insights to enhance client engagement.
• Gather market intelligence and competitor insights to inform strategic sales initiatives.
• Support the preparation of sales materials and presentations for client meetings.
• Monitor sales performance metrics and assist in the execution of sales strategies to achieve targets.

Required and Preferred Qualifications

Required:

• Bachelor's degree in finance, business, or a related field.
• Strong interest in the financial services industry and investment products.
• Excellent communication skills, both verbal and written.

Preferred:

• Previous experience in a sales support or customer service role within the financial services sector.
• Basic understanding of investment products and financial markets.

Technical Skills and Relevant Technologies

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Familiarity with CRM software and sales tracking tools.
• Ability to analyze sales data and generate reports.

Soft Skills and Cultural Fit

• Strong interpersonal skills and the ability to build rapport with clients and colleagues.
• Self-motivated with a proactive approach to learning and development.
• Detail-oriented and organized, with the ability to manage multiple tasks effectively.
• Adaptable and willing to embrace feedback for continuous improvement.

Benefits and Perks

We offer a competitive salary and benefits package, including:

• Health, dental, and vision insurance
• 401(k) plan with company match
• Paid time off and holidays
• Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse and inclusive workplace. We are proud to be an Equal Opportunity Employer and encourage applicants from all backgrounds to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Location

This role requires successful candidates to be based in-person at our office located in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a dynamic External Wholesaler to join our sales team. In this role, you'll be responsible for driving sales growth by establishing and cultivating relationships with financial advisors and institutions. Your ability to effectively communicate the value of our investment products will be critical in expanding our market presence and achieving sales objectives.

Responsibilities

• Develop and execute a strategic sales plan to drive revenue growth and achieve sales targets
• Build and maintain strong relationships with financial advisors and other key stakeholders
• Educate clients on our product offerings and provide tailored investment solutions
• Conduct presentations and training sessions to enhance advisor knowledge and product understanding
• Monitor market trends and competitive landscape to identify new business opportunities
• Collaborate with internal teams to ensure alignment on sales strategies and customer needs

Required Qualifications

• 5+ years of experience in a sales role within the financial services industry
• Proven track record of achieving or exceeding sales targets
• Strong understanding of investment products and financial markets
• Exceptional communication and presentation skills
• Ability to build and maintain relationships with diverse stakeholders

Preferred Qualifications

• Experience with wholesaling or business development in a similar capacity
• Knowledge of financial planning and investment strategies
• Established network of contacts within the financial advisor community

Technical Skills and Relevant Technologies

• Proficiency with CRM software and sales tracking tools
• Ability to analyze data and market trends to inform sales strategies
• Familiarity with digital communication tools for virtual meetings and presentations

Soft Skills and Cultural Fit

• Self-motivated with a strong drive for results
• Excellent interpersonal skills and the ability to influence others
• A proactive approach to problem-solving and customer engagement
• Adaptable and resilient in a fast-paced environment

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• 401(k) plan with company match
• Generous paid time off and holidays
• Professional development opportunities
• Remote work flexibility

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This is a fully remote position.

We encourage applicants from all backgrounds and experiences to apply, even if you do not meet every requirement listed. Your unique perspective and skills could be a great fit for our team!

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a Senior External Wholesaler to join our dynamic sales team at [$COMPANY_NAME]. In this high-impact role, you will leverage your extensive industry knowledge and relationship-building skills to drive sales growth and expand our market presence. You will serve as a key liaison between our firm and financial advisors, delivering tailored investment solutions that align with their clients' needs.

Responsibilities

• Develop and execute comprehensive sales strategies to enhance the distribution of our investment products
• Build and maintain strong relationships with financial advisors and key stakeholders in assigned territories
• Conduct in-depth product presentations and training sessions to enhance advisor understanding and engagement
• Collaborate with internal teams to ensure alignment on marketing initiatives and sales strategies
• Monitor market trends and competitor activities to identify growth opportunities and address challenges
• Utilize CRM tools to track interactions, manage pipelines, and report on sales performance metrics

Required and Preferred Qualifications

Required:

• 5+ years of experience in external wholesaling or sales within the financial services industry
• Proven track record of achieving sales targets and driving revenue growth
• Strong knowledge of investment products, including mutual funds, ETFs, and alternative investments
• Excellent communication and interpersonal skills, with the ability to convey complex information clearly

Preferred:

• Experience working with a diverse range of financial advisors across various channels
• FINRA Series 7 and 63 licenses
• Advanced degree in finance, business, or related field

Technical Skills and Relevant Technologies

• Proficiency in CRM software (e.g., Salesforce, HubSpot) for sales tracking and reporting
• Strong analytical skills to assess market data and develop actionable insights
• Familiarity with digital marketing tools and social media platforms for outreach and engagement

Soft Skills and Cultural Fit

• Self-motivated with a results-oriented mindset and a passion for sales
• Ability to thrive in a fast-paced environment and adapt to changing market conditions
• Strong problem-solving skills with a focus on delivering exceptional customer service
• A collaborative team player who values diverse perspectives and fosters an inclusive environment

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plans with company match
• Generous paid time off and flexible work schedules
• Professional development opportunities and tuition reimbursement

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and welcome applicants from all backgrounds, regardless of race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, or any other legally protected characteristic.

Location

This role requires successful candidates to be based in-person at our office located in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a strategic and results-driven Regional Sales Manager to lead our sales initiatives across [$COMPANY_LOCATION]. In this pivotal role, you will drive revenue growth by developing and executing sales strategies, building lasting relationships with clients, and leading a high-performing sales team to achieve ambitious targets.

Responsibilities

• Develop and implement innovative sales strategies tailored to the unique needs of the [$COMPANY_LOCATION] market
• Lead, mentor, and inspire a team of sales professionals to exceed sales targets and drive growth
• Analyze market trends and competitive landscape to identify new business opportunities and optimize sales performance
• Establish and nurture strong relationships with key stakeholders and clients to enhance customer satisfaction and retention
• Conduct regular performance reviews and provide feedback to team members to facilitate professional development
• Collaborate with cross-functional teams, including marketing and product development, to align sales efforts with organizational goals

Required and Preferred Qualifications

Required:

• 5+ years of experience in sales management or a similar role, with a proven track record of meeting or exceeding sales targets
• Demonstrated ability to lead and motivate teams, fostering a culture of high performance and accountability
• Strong analytical skills with the ability to interpret sales data and market insights
• Excellent communication and negotiation skills, with a customer-centric approach

Preferred:

• Experience in [specific industry, e.g., technology, healthcare, etc.] is a plus
• Proficiency with CRM software and sales analytics tools
• Strong network within the [$COMPANY_LOCATION] business community

Technical Skills and Relevant Technologies

• Proficient in CRM systems (e.g., Salesforce, HubSpot) for tracking sales activities and performance
• Experience with data analysis tools to evaluate sales metrics and drive decision-making

Soft Skills and Cultural Fit

• Exceptional interpersonal skills with a knack for relationship building
• Strong leadership qualities, demonstrating empathy and understanding
• Ability to thrive in a fast-paced environment and adapt to changing priorities
• A proactive approach to problem-solving and decision-making

Benefits and Perks

We offer a competitive salary and comprehensive benefits package, including:

• Generous commission structure and performance bonuses
• Health, dental, and vision insurance
• Retirement savings plan with company match
• Flexible work arrangements and paid time off
• Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and welcome applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Location

This is a remote position within [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a strategic and results-driven National Sales Manager to lead our sales initiatives across the nation. This pivotal role requires a deep understanding of market dynamics and the ability to craft and execute a comprehensive sales strategy that drives growth and maximizes revenue. You will be responsible for overseeing the sales team, establishing sales goals, and building strong relationships with key clients to ensure we meet our ambitious targets.

Responsibilities

• Develop and implement a national sales strategy that aligns with the company's overall business objectives and drives revenue growth
• Lead, mentor, and manage a high-performing sales team, providing guidance and support to achieve individual and team sales targets
• Analyze market trends and competitor activities to identify growth opportunities and adapt the sales strategy accordingly
• Build and maintain relationships with key stakeholders, clients, and partners to ensure customer satisfaction and retention
• Set clear performance metrics for the sales team and regularly evaluate progress to ensure targets are met
• Collaborate with cross-functional teams, including marketing and product development, to enhance product offerings and improve customer engagement
• Provide regular sales forecasts, reports, and presentations to senior leadership, highlighting key achievements and areas for improvement

Required and Preferred Qualifications

Required:

• 5+ years of experience in a sales leadership role, preferably within a national or regional capacity
• Proven track record of achieving sales targets and driving revenue growth
• Strong understanding of sales processes, methodologies, and best practices
• Exceptional communication and interpersonal skills, with the ability to build relationships at all levels

Preferred:

• Experience in the [specific industry] sector
• Demonstrated success in leading remote sales teams
• Advanced degree in business, marketing, or a related field

Technical Skills and Relevant Technologies

• Proficiency in CRM software (e.g., Salesforce, HubSpot) and sales analytics tools
• Ability to leverage data-driven insights to inform sales strategy and decision-making
• Familiarity with digital marketing trends and tools

Soft Skills and Cultural Fit

• Strong leadership qualities with a passion for coaching and developing team members
• Results-oriented mindset with a focus on achieving and exceeding goals
• Ability to thrive in a fast-paced, dynamic environment
• High emotional intelligence and adaptability to different situations and personalities

Benefits and Perks

Salary range: [$SALARY_RANGE]

Full-time employees are eligible for a comprehensive benefits package, which may include:

• Equity options
• Health, dental, and vision insurance
• Retirement savings plans with company matching
• Flexible work hours and unlimited PTO
• Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law.

Location

This is a fully remote position.

We encourage applicants from diverse backgrounds and experiences to apply, even if you don't meet all the listed qualifications.