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Wholesaler skills for your resume and career

Updated January 8, 2025
3 min read
Below we've compiled a list of the most critical wholesaler skills. We ranked the top skills for wholesalers based on the percentage of resumes they appeared on. For example, 17.6% of wholesaler resumes contained business plan as a skill. Continue reading to find out what skills a wholesaler needs to be successful in the workplace.

15 wholesaler skills for your resume and career

1. Business Plan

Here's how wholesalers use business plan:
  • Worked closely with Senior Management to develop an appropriate business plan to maximize territorial sales.
  • Participated in developing marketing strategy and tactical plans in support of achieving business plan objectives.

2. Annuities

Here's how wholesalers use annuities:
  • Generated new business relationships with Financial Planners and registered representatives to market variable annuities and 529 savings plans.
  • Work in a given territory within the NYL Agency Channel wholesaling Mutual Funds, Variable Annuities and Income Annuities.

3. Territory Sales

Here's how wholesalers use territory sales:
  • Identified and capitalized upon market opportunities to drive territory sales, expand market penetration and win dominant market share versus competition.
  • Designed and executed sales strategy to increase territory sales from $30M to over $50M in 1 year.

4. Excellent Presentation

Here's how wholesalers use excellent presentation:
  • Provided excellent presentation, selling, and closing techniques.

5. Sales Process

Here's how wholesalers use sales process:
  • Created integrated marketing administration database - effectively tracking prospects from initial contact though total sales process to customer satisfaction, i.e.
  • Assist retail branches in executing sales behaviors that are indicative of the National Sales Process.

6. Leverage

Leverage is an investment strategy technique that uses borrowed capital instead of new capital to increase the potential return on investment. Companies use this concept to multiply their exposure to a financial market without tying up additional investment capital to increase assets, cash flow, and returns, although it can also increase losses.

Here's how wholesalers use leverage:
  • Leverage resources and Partner with team by doing group and individual conference calls with advisors.
  • Leverage superior public speaking and persuasion skills to gather assets.

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7. 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 wholesalers use sales support:
  • Managed and developed start-up territory by successfully providing sales support to investment.
  • Provided sales support for Broker Managers and Insurance Specialists in the form of case studies, product comparisons and illustrations.

8. Life Insurance Products

Here's how wholesalers use life insurance products:
  • Called on established agent relationships to promote life insurance products.
  • Trained representatives sales techniques to position life insurance products.

9. Mutual Funds

Here's how wholesalers use mutual funds:
  • Enlisted new producers to sell Mutual Funds.
  • Communicated and maintained client relationships while simultaneously educating them on different ING products and mutual funds.

10. Annuity Products

Here's how wholesalers use annuity products:
  • Instructed brokers on how to appropriately allocate insurance and annuity products to their clients' retirement savings and income strategies.
  • Develop potential sales opportunities through research of fixed and indexed annuity products and trends in the financial and insurance industry.

11. Increase Sales

Here's how wholesalers use increase sales:
  • Executed effective territory management to increase sales and firm penetration.
  • Self-motivated to find new buy's by scheduling appointments with private impounds to increase sales volume and profits.

12. Sales Ideas

Here's how wholesalers use sales ideas:
  • Generated new business by partnering with territory wholesalers focusing on prospecting large producers by effectively delivering sales ideas and marketing strategies.
  • Developed and communicated new sales ideas.

13. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how wholesalers use business development:
  • Partnered with National Sales Manager on business development in seeking out potential new bank/business partners.
  • Charged with new business development through aggressive prospecting campaigns.

14. Securities

Here's how wholesalers use securities:
  • Work as an extension of the in-house Sales Operations Department to support Securities Financial Advisors with permanent life insurance sales.

15. Drive Sales

Here's how wholesalers use drive sales:
  • Facilitated sales workshops for Personal Bankers in an effort to drive sales results.
  • Develop and implement specific marketing campaigns to help drive sales within the territory.
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List of wholesaler skills to add to your resume

Wholesaler skills

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

  • Business Plan
  • Annuities
  • Territory Sales
  • Excellent Presentation
  • Sales Process
  • Leverage
  • Sales Support
  • Life Insurance Products
  • Mutual Funds
  • Annuity Products
  • Increase Sales
  • Sales Ideas
  • Business Development
  • Securities
  • Drive Sales
  • Cross-Selling
  • Product Knowledge
  • Sales Presentations
  • Marketing Campaigns
  • Investment Products
  • LTC
  • Sales Training
  • Lead Generation
  • Financial Professionals
  • Investment Professionals
  • Trade Shows
  • Real Estate
  • Sales Concepts
  • Wirehouse
  • Conference Calls
  • Outbound Calls
  • Customer Relationships
  • Territory Management
  • Financial Consultants
  • Sales Strategies
  • Client Seminars
  • Mid-Atlantic
  • Reit
  • Product Training
  • PowerPoint

Updated January 8, 2025

Zippia Research Team
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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