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Working As an Internal Wholesaler

  • Establishing and Maintaining Interpersonal Relationships
  • Communicating with Supervisors, Peers, or Subordinates
  • Communicating with Persons Outside Organization
  • Selling or Influencing Others
  • Resolving Conflicts and Negotiating with Others
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $62,000

    Average Salary

What Does An Internal Wholesaler Do At AXA

* Perform as a relationship builder by utilizing excellent communication and interpersonal skills
* Educate and promote the effortlessness of doing business with AXA Distributors
* Exhibit a competitive drive to succeed
* Act as a liaison between the home office and Regional Vice Presidents in the field
* Maintain an effective sales opportunity pipeline for respective territories
* Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues

What Does An Internal Wholesaler Do At Raymond James

* Assists in all aspects of the sales process.
* Works with Senior Wholesalers to generate new business and increase Annuity sales.
* Communicates to Financial Advisors in other regions and introduce annuity products both in person and by phone.
* Assists in case analysis and presentation.
* Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.
* Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.
* Responds to requests from Financial Advisors who need assistance in selling products.
* Performs other duties and responsibilities as assigned

What Does An Internal Wholesaler Do At Principal Financial Group

* Principal Global Investors is currently looking for dynamic financial services professionals to join the team of Internal Regional Consultants in our Des Moines, IA location
* Our Internal Regional Consultants partner with top tier external sales professionals to directly impact territory sales, overall business goals and ultimately their all-in compensation (salary plus incentives).
* As a critical team member and valued partner on our sales team, there are a variety of responsibilities to keep you challenged including:Building relationshipsProspecting new advisorsDeveloping/executing on sales strategiesIdentifying opportunities within the territoryEffec
* For full info follow application link
* The Principal is an Affirmative Action and Equal Opportunity Employer.
* All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law

What Does An Internal Wholesaler Do At The Inland Real Estate Group of Companies, Inc.

* Schedule in-office appointments with registered reps for the external wholesaler when traveling throughout the territory
* Schedule phone appointments when the external is in the office and not travelling
* Fulfill any literature requests that come in from the rep offices
* Answer inbound calls regarding Inland products
* Help manage and foster the relationship between the registered rep and Inland
* Follow up on leads generated by the Business Development Team
* Invite reps to attend Inland Educational Meetings at the Inland Home Office, join webinars, Chairman’s Calls, etc.
* Prospect for new business in their territory by cold calling reps with a selling agreement to sell Inland products
* Attend broker-dealer conferences when needed

What Does An Internal Wholesaler Do At New York Life

* Making daily proactive sales calls to financial partners (NYL Representatives) to develop relationships while also making an effort to identify and increase sales opportunities
* Working closely with Product Consultants to develop and execute business plans to maximize territorial sales
* Identifying and converting book of business opportunities to assist producing representatives
* Analyzing agent and office sales performances and creating strategic plans to generate growth
* Fielding inbound calls from with regards to NYL products, case design and sales opportunities
* Utilizing NYL databases to create and maintain representative profile levels and data on current and proposed sales activities

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Internal Wholesaler Career Paths

Internal Wholesaler
Account Executive Sales Manager Regional Sales Manager
National Sales Manager
9 Yearsyrs
Account Executive Sales Manager
Senior Sales Manager
7 Yearsyrs
Account Executive Regional Sales Manager
Regional Sales Director
11 Yearsyrs
Regional Sales Consultant Regional Sales Manager Business Development Manager
Senior Business Development Manager
10 Yearsyrs
Regional Sales Consultant Account Manager
Director, Inside Sales
6 Yearsyrs
Regional Sales Consultant Account Manager District Sales Manager
Senior Territory Manager
8 Yearsyrs
Consultant Manager Account Manager
Territory Account Manager
7 Yearsyrs
Consultant Sales Manager National Account Manager
Director, National Accounts
12 Yearsyrs
Consultant General Manager Director Of Sales
Regional Sales Vice President
11 Yearsyrs
Investment Consultant Branch Manager
Business Development Officer
7 Yearsyrs
Investment Consultant Branch Manager Business Manager
Business To Business Sales Manager
7 Yearsyrs
Investment Consultant Branch Manager Territory Sales Manager
Commercial Account Manager
8 Yearsyrs
Finance Planner Store Manager Sales Account Manager
Business Development Account Manager
7 Yearsyrs
Finance Planner Business Consultant Senior Account Executive
Senior Sales Executive
8 Yearsyrs
Finance Planner District Manager National Account Manager
Branch Sales Manager
6 Yearsyrs
Business Development Consultant District Sales Manager Key Account Manager
Account Development Manager
6 Yearsyrs
Business Development Specialist Customer Service Manager Inside Sales Manager
Inside Sales Account Manager
6 Yearsyrs
Business Development Specialist Sales Leader Sales Team Leader
Sales Support Manager
6 Yearsyrs
Business Development Specialist Senior Sales Representative Solutions Manager
Business Solutions Manager
10 Yearsyrs
Regional Marketing Specialist Marketing Specialist Senior Marketing Specialist
Assistant Vice President, Marketing
7 Yearsyrs
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Do you work as an Internal Wholesaler?

Top Skills for An Internal Wholesaler

  1. Financial Advisor
  2. Sales Territory
  3. Annuity Products
You can check out examples of real life uses of top skills on resumes here:
  • Developed new business with financial advisory relationships with in Individual territory.
  • Represented external wholesaler, building strong and sustainable partnership based on marketing the company brand within defined sales territory.
  • Lead internal wholesaler for east region, marketing fixed and indexed annuity products to independent marketing organizations
  • Promoted financial services products to prospective and existing clients in order to grow business and surpass sales goals.
  • Work with external wholesalers to develop and implement new growth opportunities and analyze existing client relationships for potential business development opportunities.

Internal Wholesaler Demographics

Gender

Male

68.0%

Female

24.3%

Unknown

7.7%
Ethnicity

White

67.6%

Hispanic or Latino

12.8%

Black or African American

9.7%

Asian

6.6%

Unknown

3.2%
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Foreign Languages Spoken

Spanish

35.1%

German

10.8%

French

10.8%

Chinese

8.1%

Mandarin

8.1%

Portuguese

5.4%

Carrier

5.4%

Italian

5.4%

Vietnamese

2.7%

Shona

2.7%

Cantonese

2.7%

Japanese

2.7%
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Internal Wholesaler Education

Schools

Central Connecticut State University

11.5%

University of Connecticut

8.9%

University of Massachusetts Amherst

6.8%

Ohio State University

6.3%

University of South Florida

5.7%

University of Phoenix

5.7%

Pennsylvania State University

5.2%

Villanova University

5.2%

Eastern Connecticut State University

4.7%

Colorado State University

4.7%

New York University

4.2%

University of Cincinnati

3.6%

Temple University

3.6%

Fordham University

3.6%

University of Iowa

3.6%

University of Colorado at Boulder

3.6%

University of Denver

3.6%

Regis University

3.1%

Fairfield University

3.1%

American College

3.1%
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Majors

Business

34.4%

Finance

20.1%

Marketing

7.0%

Economics

6.7%

Communication

5.1%

Management

4.3%

Political Science

4.0%

Psychology

2.7%

Accounting

2.6%

History

2.1%

English

1.6%

Criminal Justice

1.3%

Insurance

1.3%

International Business

1.0%

General Studies

1.0%

Public Relations

1.0%

Liberal Arts

1.0%

Kinesiology

0.9%

Education

0.9%

Business Economics

0.9%
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Degrees

Bachelors

68.6%

Masters

14.1%

Other

12.5%

Associate

2.4%

Certificate

1.2%

License

0.6%

Doctorate

0.4%

Diploma

0.2%
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