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Internal wholesaler skills for your resume and career

Updated January 8, 2025

5 min read

Below we've compiled a list of the most critical internal wholesaler skills. We ranked the top skills for internal wholesalers based on the percentage of resumes they appeared on. For example, 6.4% of internal wholesaler resumes contained customer service as a skill. Continue reading to find out what skills an internal wholesaler needs to be successful in the workplace.

15 internal wholesaler skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how internal wholesalers use customer service:

Provided excellent customer service: handled requests for information, hypothetical illustrations, sales and marketing materials.
Attended extensive customer service training.

2. Inbound Calls

Here's how internal wholesalers use inbound calls:

Responded to inbound calls and e-mails from agents accurately, timely and warmly while seeking to identify sales opportunities.
Handled inbound calls to answer product questions and discuss sales ideas.

3. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how internal wholesalers use phone calls:

Build strong relationships and rapport with key distributor contacts in our various distribution channels via phone calls and written communication.
Partnered with two Regional Vice Presidents in driving business in assigned territory via phone calls and email marketing campaigns.

4. Marketing Campaigns

Here's how internal wholesalers use marketing campaigns:

Developed new account opportunities and provided strategic case support through effective cold calling and telemarketing campaigns.
Coordinated territory marketing campaigns, generate marketing kits and illustrations for clients and wholesalers.

5. Sales Support

Sales support refers to a variety of functions that help sales reps focus on selling and closing deals. Sales support performs a variety of tasks that result in faster sales cycles, lower costs, and higher revenue. Sales support tasks include interviewing and tracking sales leads, matching offers to sales packages, monitoring sales and sales team performance, collecting sales data, providing training and customer service, and managing customers.

Here's how internal wholesalers use sales support:

Cultivated strong sales relationships with internal and external sales consultants by providing relevant and timely sales support.
Executed daily high quality consultative sales support was delivered to improve customer's Life Insurance awareness.

6. Sales Ideas

Here's how internal wholesalers use sales ideas:

Answered technical and operational annuity questions, provided sales ideas, resolved service problems, and provided investment information.
Provide internal wholesaling support including sales ideas and case design to representatives assigned to my territory.

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7. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how internal wholesalers use crm:

Enhanced CRM system, improving customer follow up; currently used as de facto office standard.
Maintained activity within a CRM system and managed accurate forecasting.

8. Relationship Building

Relationship building is the act of building a lasting social connection with people whether online or in person. It's a soft skill required for those going into marketing, communication, and every other field that requires dealing with the public to help them connect better with people. It's also great as a personal skill for gaining meaningful relationships that can help one in the future.

Here's how internal wholesalers use relationship building:

Assist with territory and firm-wide campaigns through proactive contact and relationship building with clients.
Key responsibilities include relationship building with financial advisors via phone, email and in person.

9. Business Plan

Here's how internal wholesalers use business plan:

Created and implemented business plans with 2 external wholesalers to execute sales strategies which maximized achievement of territory sales goals.
Elevated and maximized territorial sales by partnering with an External Wholesaler to devise and execute a targeted business plan.

10. Sales Process

Here's how internal wholesalers use sales process:

Helped representative generate ideas for appropriate clients and monitored sales process with them from start to finish.
Worked with external wholesaler to set appointments and assisted with the sales process.

11. Annuities

Here's how internal wholesalers use annuities:

Developed and executed sales plans and strategies for territory with external partner to meet and exceed goals in the annuities group.
Managed two territories in Southern and Central California (mutual funds) and Southern California/ Nevada with (fixed annuities).

12. Presentation

Here's how internal wholesalers use presentation:

Led cross-functional project team that developed a comprehensive presentation for improving AnnuityNet.
Developed communication and presentation skills.

13. Drive Sales

Here's how internal wholesalers use drive sales:

Distributed necessary marketing materials to assist producers and drive sales.
Drive sales within proprietary advisory platforms by highlighting the advantages and features of the program as compared with other products.

14. Sales Territory

Here's how internal wholesalers use sales territory:

Represented external wholesaler, building strong and sustainable partnership based on marketing the company brand within defined sales territory.
Managed Top 5 fixed annuity sales territory

15. Securities

Here's how internal wholesalers use securities:

Work as an extension of the in-house Sales Operations Department to support Securities Financial Advisors with permanent life insurance sales.

5 Internal Wholesaler resume examples

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List of internal wholesaler skills to add to your resume

The most important skills for an internal wholesaler resume and required skills for an internal wholesaler to have include:

Customer Service
Inbound Calls
Phone Calls
Marketing Campaigns
Sales Support
Sales Ideas
CRM
Relationship Building
Business Plan
Sales Process
Annuities
Presentation
Drive Sales
Sales Territory
Securities

Outbound Calls
Mutual Funds
Term Care
Outbound Sales
Client Relationships
Conference Calls
Life Insurance Products
Product Illustrations
Territory Management
Business Relationships
Sales Activity
Product Knowledge
Cross-Selling
Territory Development
RVP

Annuity Products
Sales
Sales Presentations
Competitive Analysis
Sales Desk
Telemarketing
Cold Calls
Business Development
Geographic Territory
Portfolio Construction
Sales Strategies
Sales Concepts
Investment Products
Investment Strategies
Product Offerings

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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