5 Internal Wholesaler Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a motivated and detail-oriented Junior Internal Wholesaler to join our dynamic sales team. In this role, you will support our external wholesalers by managing client relationships, providing product information, and contributing to the overall sales strategy. This position is ideal for individuals looking to launch their careers in finance and sales within a supportive and collaborative environment.

Responsibilities

• Assist external wholesalers by preparing sales presentations and client communications that effectively highlight product offerings
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
• Conduct market research to identify potential client leads and industry trends
• Collaborate with marketing teams to develop promotional materials that enhance product visibility
• Maintain detailed records of client interactions and sales activities in CRM systems
• Support the onboarding process for new clients, ensuring a seamless transition and engagement experience

Required and Preferred Qualifications

Required:

• Bachelor's degree in Finance, Business, Marketing, or a related field
• Strong interest in financial products and the investment industry
• Excellent verbal and written communication skills
• Ability to work collaboratively within teams and independently

Preferred:

• Some experience in sales, customer service, or a related field (internships included)
• Familiarity with CRM software and Microsoft Office Suite
• Desire to learn about investment strategies and financial markets

Technical Skills and Relevant Technologies

• Proficiency in Microsoft Excel for data analysis and reporting
• Experience with CRM platforms (e.g., Salesforce) is a plus
• Basic understanding of financial markets and investment products

Soft Skills and Cultural Fit

• Strong analytical and problem-solving skills
• Detail-oriented with a focus on accuracy and completeness
• Proactive attitude and willingness to learn from experienced team members
• Ability to thrive in a fast-paced, dynamic work environment
• Commitment to fostering an inclusive and collaborative team culture

Benefits and Perks

Salary: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plans with company match
• Generous paid time off and holiday schedule
• Professional development opportunities and ongoing training

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 remote position within [$COMPANY_LOCATION].

We encourage applicants from diverse backgrounds and experiences to apply, even if you do not meet all the listed qualifications. Your unique perspective could be a great addition to our team.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a motivated and strategic Internal Wholesaler to join our dynamic sales team. In this role, you will play a crucial part in driving sales growth by building strong relationships with financial advisors and providing them with the necessary tools and resources to effectively promote our products. You will be responsible for delivering exceptional service and support to our clients while collaborating closely with external wholesalers to achieve our sales objectives.

Responsibilities

• Develop and maintain relationships with financial advisors, providing product information and support to facilitate sales.
• Collaborate with external wholesalers to create and execute sales strategies that align with company goals.
• Conduct regular follow-ups with advisors to assess their needs and provide tailored solutions.
• Utilize CRM systems to track interactions and manage advisor relationships effectively.
• Prepare and present product training sessions and sales support materials to financial advisors.
• Analyze sales data and market trends to identify opportunities for growth and improvement.

Required and Preferred Qualifications

Required:

• 2+ years of experience in a sales or wholesaling role within the financial services industry.
• Strong understanding of investment products and financial markets.
• Exceptional communication and interpersonal skills with a focus on relationship building.
• Proficiency in CRM software and Microsoft Office Suite.

Preferred:

• Bachelor's degree in finance, business, or a related field.
• Experience working with financial advisors and understanding their business needs.
• FINRA Series 6 or Series 7 license is a plus.

Technical Skills and Relevant Technologies

• Strong analytical skills to assess market trends and sales performance.
• Proficiency in CRM systems (e.g., Salesforce) for managing client interactions.
• Familiarity with financial planning software and investment tools.

Soft Skills and Cultural Fit

• Ability to work independently while being an integral part of a collaborative team.
• Proactive attitude with a strong desire to learn and grow within the organization.
• Adaptability to change and ability to thrive in a fast-paced environment.
• Strong problem-solving skills with a customer-centric approach.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health insurance plans.
• Retirement savings plans with company matching.
• Flexible work hours and remote working options.
• Professional development opportunities and ongoing training.
• Generous paid time off policies.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion in the workplace 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 remote position within [$COMPANY_LOCATION].

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

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a highly motivated and experienced Senior Internal Wholesaler to join our dynamic sales team at [$COMPANY_NAME]. This role is crucial in driving sales growth by developing and maintaining relationships with financial advisors and clients, leveraging your deep knowledge of our financial products and services to meet their needs effectively.

Responsibilities

• Conduct proactive outbound calls to financial advisors to promote our products, articulate value propositions, and convert leads into sales opportunities.
• Collaborate with external wholesalers to strategize on account management and develop customized sales plans to drive revenue growth.
• Analyze and assess client needs through thorough research and understanding of their business models, providing tailored solutions that align with their financial goals.
• Monitor industry trends and competitor activity, providing actionable insights to enhance the sales strategy and product positioning.
• Maintain accurate records of sales activities, client interactions, and pipeline status within the CRM system, ensuring data integrity and sales forecasting accuracy.
• Provide training and support to newer sales representatives, fostering a culture of collaboration and continuous improvement within the team.

Required and Preferred Qualifications

Required:

• 5+ years of experience in a sales role within the financial services industry, with a proven track record of achieving sales targets.
• Strong understanding of investment products, financial planning, and wealth management strategies.
• Exceptional communication and presentation skills, both verbal and written, with the ability to engage and influence stakeholders at all levels.
• Ability to thrive in a fast-paced, remote working environment, demonstrating self-motivation and discipline.

Preferred:

• Experience working with CRM systems and sales enablement tools to enhance productivity and sales effectiveness.
• Relevant certifications such as FINRA Series 6 or 7 licenses.
• Demonstrated ability to build long-lasting relationships with clients and advisors.

Technical Skills and Relevant Technologies

• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software (e.g., Salesforce).
• Familiarity with financial planning software and tools that facilitate client interactions and insights.

Soft Skills and Cultural Fit

• Strong analytical skills with a keen attention to detail, ensuring accuracy in client communications and sales documentation.
• Proactive mindset with the ability to adapt to changing priorities and market conditions.
• Collaborative spirit, demonstrating a willingness to share knowledge and support team members in achieving common goals.
• Passionate about delivering exceptional client service and fostering long-term relationships.

Benefits and Perks

Annual salary range: [$SALARY_RANGE].

Additional benefits include:

• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company match.
• Generous paid time off policy, including vacation and holidays.
• Professional development opportunities and continuing education support.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering 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, age, disability, veteran status, or any other characteristic protected by applicable law.

Location

This is a remote position within [$COMPANY_LOCATION].

We encourage applicants who may not meet all the listed qualifications to apply, as we value diverse experiences and perspectives.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are in search of a strategic and dynamic Internal Wholesaler Team Lead to spearhead our internal sales efforts at [$COMPANY_NAME]. In this pivotal role, you will lead a team of internal wholesalers to cultivate relationships with financial advisors, driving the sales of our investment solutions while ensuring alignment with our corporate objectives and fostering a high-performance culture.

Responsibilities

• Lead, mentor, and develop a team of internal wholesalers to achieve sales goals and enhance performance.
• Collaborate with external wholesalers to strategize on account development and territory management.
• Analyze market trends and sales data to identify opportunities for growth and improvement within the team.
• Implement training and development programs to enhance the skills of your team members and improve overall effectiveness.
• Establish and maintain relationships with key financial advisors and stakeholders to drive sales initiatives.
• Monitor team performance metrics and provide actionable feedback to ensure targets are met or exceeded.
• Contribute to the creation of marketing strategies and promotional materials to support the sales process.

Required and Preferred Qualifications

Required:

• 5+ years of experience in internal wholesaling or sales support within the financial services industry.
• Proven track record of meeting or exceeding sales targets.
• Strong leadership skills with experience managing and developing sales teams.
• Excellent communication and interpersonal skills, with the ability to build relationships with a variety of stakeholders.

Preferred:

• Experience in the investment management or insurance sectors.
• Relevant certifications such as FINRA Series 7, 63, or 65.

Technical Skills and Relevant Technologies

• Proficiency in CRM systems and sales tracking tools (e.g., Salesforce, HubSpot).
• Strong analytical skills to interpret sales data and market trends effectively.
• Familiarity with investment products and services, especially in the context of financial advisory.

Soft Skills and Cultural Fit

• Demonstrated ability to thrive in a fast-paced, competitive environment.
• Strong problem-solving skills and a proactive approach to overcoming challenges.
• Ability to inspire and motivate team members, fostering a culture of collaboration and excellence.
• A commitment to continuous improvement and professional development.

Benefits and Perks

Annual salary range: [$SALARY_RANGE].

Additional benefits may include:

• Performance-based bonuses and salary reviews.
• Comprehensive health and wellness benefits.
• Retirement savings plans with company match.
• Professional development opportunities and training programs.
• Flexible work arrangements to support work-life balance.

Equal Opportunity Statement

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

Location

This is a hybrid position, requiring candidates to work from the office at least 3 days a week in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a dynamic and results-driven External Wholesaler to join our team at [$COMPANY_NAME]. In this role, you will be responsible for building and maintaining relationships with financial advisors and institutions, promoting our diverse range of investment products, and driving sales growth within your designated territory.

Responsibilities

• Develop and execute strategic sales plans to achieve territory sales goals and objectives
• Establish and nurture relationships with financial advisors, ensuring a deep understanding of their business and investment needs
• Conduct presentations and training sessions to educate advisors on our products and services
• Provide ongoing support and resources to advisors, enhancing their ability to effectively sell our products
• Collaborate with internal teams to develop tailored marketing strategies and sales materials
• Analyze market trends and competitor activity to identify opportunities for growth
• Regularly report on sales activities, pipeline status, and market feedback to management

Required and Preferred Qualifications

Required:

• 5+ years of experience in sales or wholesaling within the financial services industry
• Strong understanding of investment products, including mutual funds, ETFs, and alternative investments
• Proven track record of meeting or exceeding sales targets
• Excellent communication and presentation skills, with the ability to engage and influence stakeholders

Preferred:

• Bachelor's degree in finance, business, or a related field
• Existing relationships with financial advisors and institutions in the [$COMPANY_LOCATION] market
• Experience with CRM systems and sales analytics tools

Technical Skills and Relevant Technologies

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
• Familiarity with CRM platforms (e.g., Salesforce, HubSpot) for tracking sales activities
• Ability to leverage digital communication tools to enhance client engagement

Soft Skills and Cultural Fit

• Self-motivated and goal-oriented with a strong work ethic
• Ability to thrive in a fast-paced, dynamic environment
• Exceptional interpersonal skills, with a knack for building rapport and trust
• Adaptability to changing market conditions and client needs
• A collaborative mindset with a commitment to team success

Benefits and Perks

Annual salary range (OTE): [$SALARY_RANGE] (includes commissions and base salary)

Additional benefits may include:

• Comprehensive healthcare coverage
• 401(k) plan with company match
• Generous paid time off and holidays
• Professional development opportunities
• Flexible work arrangements

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Location

This is a remote position within [$COMPANY_LOCATION]. We encourage candidates from diverse backgrounds and experiences to apply, even if you don't meet all the qualifications.