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Become A Wholesaler

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Working As A 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

  • $67,565

    Average Salary

What Does A Wholesaler Do At Raymond James

* Responsible for building and maintaining relationships with Sub Advised Insurance and Mutual Fund providers and their financial advisors to generate assets within a specific territory.
* Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
* Build and execute Business Plan focusing on US Bank Trust Departments.
* Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
* Presents sales activities at bi-monthly institutional sales meetings.
* Maintains CRM on current and proposed sales activity.
* Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
* Manages expense account within allotted budget.
* Performs other duties and responsibilities as assigned

What Does A Wholesaler Do At Nationwide

* Identify, meet and communicate with Financial Advisors(FAs) to promote Nationwide products and services.
* Assist FA in identifying and marketing to prospects.
* Consult and educate FAs on all aspects of Mutual Fund business.
* Encourage repeat business with FAs and obtain referrals to other FAs.
* Coordinate with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings
* Calls on advisors within assigned territory to establish General Agency Agreements.
* Calls on advisor offices within assigned territory to market products through seminars, meetings and one-on-one sessions to provide training on all aspects of the products.
* Provides field support and expertise to advisors within assigned territory including public seminars and client visitations.
* Provides presence through exhibitor booths, seminars and presentations, top producers and other formal advisor gatherings within assigned territory.
* Coordinates advisor input, suggestions and questions on financial service products within assigned territory.
* Provides customer service support to advisors within assigned territory by acting as communication link with Home Office.
* Provides sales management with weekly updates on activity within assigned territory.
* Coordinates the licensing of producers within assigned territory.
* Manages territory to minimize conflict with other distribution systems.
* Provides input on products and services that will serve customer needs and produce sufficient volume and profits.
* Monitors territory activities to assure they are meeting overall company objectives.
* Establishes follow-up system designed to visit key producer offices within assigned territory on a regular basis.
* Performs other duties as assigned

What Does A Wholesaler Do At Blackrock

* Execute US Wealth Advisory’s mission _“to help Financial Advisors build better portfolios that solve client challenges”_
* Drive the top client relationships within a concentrated geography and the delivery of BlackRock capabilities to maximize BlackRock asset and revenue capture
* Primary responsibility is helping Financial Advisors build better portfolios to solve client challenges through delivery of BlackRock’s portfolio construction and risk management expertise
* This requires identifying client investment needs and linking to BlackRock solutions
* Develop a deep knowledge of the Financial Advisor and their business model through profiling and problem solving
* Exhibit broad knowledge for all BlackRock investment solutions, facilitating all specialist resources to deliver deep product expertise to clients
* Partner with all field specialists from iShares, Active Product, Defined Contribution, Private Investors, etc. to support the top Financial Advisor relationships
* Demonstrate fluency in various BlackRock tools and analytics including Aladdin Portfolio Builder, Portfolio Construction Services and BlackRock X
* Ray
* Broadly leverage all partners across BlackRock – including specialist teams, Private Investors, Marketing, Product Development, etc. – in creating a better experience for BlackRock clients
* Converse knowledgeably with managers, top producers, and other key personnel in offices about the markets, firm views and BlackRock’s house views
* Coordinate tightly with BlackRock Investment Management Associate to augment efforts in the field
* Utilize data effectively to drive territory decisions; read and interpret sales reports and other database information to dissect territory and enhance penetration levels
* Present effectively in one-on-one, large groups and conferences
* Create and maintain working relationships with coordinators, FAs, and other key “gate keepers” to maintain access to FAs
* Partner with branch, regional managers, and other centers of influence to promote BlackRock Funds and iShares ETFs
* Promote team morale and be open and helpful in working/training with other BlackRock partners
* Manage budget to maximize time and resources
* Demonstrate dedication to the company and colleagues’ success and contribute to the group

What Does A Wholesaler Do At Liberty Mutual

* Responsible for marketing products and services to new or existing customers by conducting product and sales training for representatives, client senior management and back office operations personnel.
* Identifies and coordinates the clients' training needs.
* Has continuous ongoing communication and cultivation of sales representatives and sales management in client organizations to ensure and facilitate sales of multiple products through calls and personal visits.
* May participate in joint sales work with customers.
* Participates in developing marketing strategy and tactical plans in support of achieving business plan objectives.
* Provides sales management information.
* Provides analysis and marketing/training assessment needs to support business plans of clients.
* Maintains customer database on attendance at all training sessions - whether one-on-one or in groups.
* Develops close working relationship with Internal Wholesaler to ensure timely and consistent communications with clients are met.
* May participate as a speaker in seminars/training sessions of sales representatives, back office operations personnel, bank executives and potential policyholders.
* May perform other duties as assigned

What Does A Wholesaler Do At Invesco

* Develops and implements territory sales plan and is responsible for the meeting the goals of clients/firms/territory.
* Ensure territory plan is aligned with overarching division plan and is developed with input from Divisional Sales Director
* Working in concert with Internal Sales Management, mentor and ensure internal sales associate activities are aligned with territory plan
* Maintains appropriate travel schedule within territory to conduct meetings with advisors, to participate in client events, to conduct COI meetings, and for attendance at selected industry conferences or regional events as a representative of Invesco
* Coordinate field sales/service activities with PowerShares wholesalers and Retirement Specialists
* Deepen penetration within existing RIA's by establishing Invesco and PowerShares positions with clients to move from single-product line to multi-dimensional business line
* Identifies prospective clients, prepares presentations, and follows up on client contacts to win new business.
* Excellent one-on-one and group presentation skills are essential to success
* Assists RIAs in formulating investment solutions for end clients by communicating information about product offerings, educating intermediaries on available Firm tools and literature, and providing general support to the RIAs marketing&education programs
* Maintains information in contact management systems to monitor sales efforts, client contact, product campaigns, platform reviews and availability/timeliness of sales materials and resources
* Regularly reviews client information including literature, website, platform investment options and various internal and external resources to determine competitive marketing ideas and potential sales opportunities
* Responsible for abiding by all firm and industry compliance rules.
* Responsible for making sure that only firm-approved material is utilized in presenting to advisors and clients

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Wholesaler Demographics

Gender

Male

74.2%

Female

25.5%

Unknown

0.3%
Ethnicity

White

65.9%

Hispanic or Latino

13.1%

Black or African American

9.4%

Asian

7.1%

Unknown

4.6%
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Foreign Languages Spoken

Spanish

66.7%

French

33.3%

Wholesaler Education

Schools

American College

8.3%

Central Connecticut State University

6.3%

University of Massachusetts Amherst

6.3%

University of Iowa

6.3%

Michigan State University

6.3%

Florida State University

6.3%

Boston College

6.3%

University of Connecticut

4.2%

Salem State University

4.2%

Ohio University -

4.2%

University of Florida

4.2%

Southern Methodist University

4.2%

Boston University

4.2%

College of the Holy Cross

4.2%

Marist College

4.2%

Duquesne University

4.2%

Southern Connecticut State University

4.2%

The Community College of Baltimore County

4.2%

University of Colorado at Boulder

4.2%

University of Missouri - Columbia

4.2%
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Majors

Business

25.4%

Finance

21.2%

Marketing

7.8%

Management

6.7%

Communication

5.2%

Political Science

4.1%

Economics

4.1%

Accounting

4.1%

Psychology

3.1%

Liberal Arts

2.6%

Sociology

2.1%

Hospitality Management

2.1%

Legal Studies

2.1%

Insurance

2.1%

Health Care Administration

1.6%

Automotive Technology

1.6%

Computer Information Systems

1.0%

Music

1.0%

Biology

1.0%

Fine Arts

1.0%
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Degrees

Bachelors

58.1%

Other

18.7%

Masters

12.2%

Associate

6.5%

Certificate

2.4%

Doctorate

1.2%

License

0.8%
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Real Wholesaler Salaries

Job Title Company Location Start Date Salary
International Wholesaler: Latin America/Caribbean Romart International, Inc. Medley, FL Aug 20, 2009 $65,323
Wholesaler Calypso St. Barth Inc. New York, NY Aug 08, 2008 $61,090
Wholesaler Magnified Imaging Solutions, Inc. Tamarac, FL May 06, 2010 $58,332
Wholesaler Hospitality Focused Solutions, Inc. Long Beach, CA Jan 08, 2008 $56,829
Wholesaler, Automotive Parts Yokowo Manufacturing of America, LLC Farmington Hills, MI Jan 08, 2008 $56,078
Wholesaler ABI USA Sales Corp Vernon, CA Apr 16, 2015 $55,515

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Top Skills for A Wholesaler

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  1. Territory Sales
  2. Product Knowledge
  3. Financial Advisors
You can check out examples of real life uses of top skills on resumes here:
  • Increased Territory sales productivity by 60% in 2012 and by 68% in 2013.
  • Provided network partners with value-added services including product knowledge, competitor analysis and shared market intelligence.
  • Worked directly with financial advisors to clearly identify product benefits, sales opportunities and position products effectively with their clients.
  • Addressed customer service needs and questions arising in the group box email or via telephone in a timely and accurate manner.
  • Focused on acquiring retirement assets via company benefit plans.

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