Top Wholesaler Skills

Below we've compiled a list of the most important skills for a Wholesaler. We ranked the top skills based on the percentage of Wholesaler resumes they appeared on. For example, 20.6% of Wholesaler resumes contained Sales Territory as a skill. Let's find out what skills a Wholesaler actually needs in order to be successful in the workplace.

The six most common skills found on Wholesaler resumes in 2020. Read below to see the full list.

1. Sales Territory

high Demand
Here's how Sales Territory is used in Wholesaler jobs:
  • Provide sales territory alignment within the Southwest U.S. and provide support and inside wholesales initiatives that drive annual annuity premiums.
  • Managed Indiana & Michigan sales territory as an internal wholesaler; partnered with an external wholesaler located in sales territory.
  • Developed and maintained in-depth knowledge of market and demographic information in assigned sales territory.
  • State government vertical sales territory focused on selling digital print hardware and Professional Services.
  • Managed social media marketing for sales territory.
  • Represented external wholesaler, building strong and sustainable partnership based on marketing the company brand within defined sales territory.

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2. Sales Goals

high Demand
Here's how Sales Goals is used in Wholesaler jobs:
  • Develop and grow strategic sales relationships with producers to increase overall sales production in support of business unit Sales goals.
  • Assisted Branch Managers and District Managers in implementing sales goals and concepts to branch staff.
  • Manage territory marketing and sales activities to achieve sales goals within budgeted expenses.
  • Worked closely with external partner to meet and exceed territory sales goals.
  • Developed business plan and sales goals with outside wholesalers.
  • Exceeded all sales goals and consistent top performer.
  • Establish sales goals and marketing programs.
  • Exceeded all sales goals by over 75%.

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3. Annuity Products

high Demand
Here's how Annuity Products is used in Wholesaler jobs:
  • Develop potential sales opportunities through research of fixed and indexed annuity products and trends in the financial and insurance industry.
  • Instructed brokers on how to appropriately allocate insurance and annuity products to their clients' retirement savings and income strategies.
  • Trained branch employees on term life insurance, variable, fixed and indexed annuity products.
  • Worked with brokers to develop scenarios to sell life insurance and annuity products.
  • Marketed and sold annuity products through the independent financial advisor distribution channel.
  • Marketed and sold life insurance and annuity products through specific distribution channel (Edward Jones Financial Advisors).
  • managed 7 wholesalers who supported Chase Insurance life and annuity products offered through Chase Investment Reps.
  • Introduced newly manufactured life insurance a nd Annuity products to internal field force.
  • Marketed and sold variable annuity products to financial advisors and their clients through independent and wirehouse broker-dealer channels.

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4. Financial Advisor

high Demand
Here's how Financial Advisor is used in Wholesaler jobs:
  • Worked directly with financial advisors to clearly identify product benefits, sales opportunities and position products effectively with their clients.
  • Served hundreds of Financial Advisors delivering long term success, profitability for all key company initiatives.
  • Prepared customized sales proposals, conducted cost/benefits analysis, built multiple pricing scenarios for financial advisors.
  • Generated excitement and enthusiasm while overseeing an exclusive territory with several hundred financial advisors.
  • Presented unique product to diversified financial advisor groups through seminars and quarterly meetings.
  • Developed relationships with decision makers in order to gain access to financial advisors.
  • Provided product education to financial advisors at regional meetings and broker-dealer conferences.
  • Managed relationships with financial advisors, provided niche training and education.
  • Managed relationships with registered financial advisors to increase revenue for products.
  • Assisted financial advisors by providing statistical information during client meetings.
  • Established and cultivated relationships with wire-house financial advisors.
  • Managed the wholesale process for 401k and 403b products for financial advisors, brokers and third-party administrators in the Chicago area.
  • Lead bi-monthly virtual training sessions to experienced and new financial advisors which has generated $1,000,000 in new premiums each year.
  • Build and maintain long standing relationships with financial advisors and provide them with ongoing product education and sales advice.
  • Increased sales through educating and training financial advisors on sales techniques and product characteristics, features and benefits.
  • Wholesale 401(k) platform to financial advisors all channels in the So Cal territory.
  • Created lucrative relationships - Partnered with financial advisor who managed over 1 billion dollars in assets.
  • Analyze the Financial Advisors business; find their needs and recognize sales opportunities.
  • Provided illustrations, brochures and sales letters to help financial advisors increase sales.
  • Marketed to and supported 4,000+ Financial Advisors in 2 states.

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5. Business Development

high Demand
Here's how Business Development is used in Wholesaler jobs:
  • 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.
  • Process oriented business development & territory management.
  • Continued Business Development Coordinator responsibilities.
  • Demonstrate exceptional communication and business development skills in customizing real estate finance options for clients for home purchasing, and refinance.
  • Results-oriented Sales Professional with exposure to business development, marketing, strategic planning, client relationship management and superb customer service.

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6. Customer Service

high Demand
Here's how Customer Service is used in Wholesaler jobs:
  • Addressed customer service needs and questions arising in the group box email or via telephone in a timely and accurate manner.
  • Worked together with branch manager and personal banker to achieve high levels of success, while providing excellent customer service.
  • Partnered with sales and service teams to provide excellent customer service and manage client portfolios.
  • Provide customer feedback and preferences from the customer service and sales team.
  • Provided customer service and follow up on all orders.
  • Maintained courteous customer service at all times.
  • inventory, data entry, while keeping abreast of the daily markets and building client and vendor relationships through customer service.
  • Warehouse & Sales Responsible for all aspects of customer service and handling a variety of highly perishable fruits and vegetables.
  • Retail Selling Sims Cards Customer Services assisting different branches.
  • Recognized with the Dalbar award for superior customer service.
  • Maintain and restock inventory Provide accurate customer service to people with special needs scheduling Answering phones and inputting data in computers Filing

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7. Customer Relationships

high Demand
Here's how Customer Relationships is used in Wholesaler jobs:
  • Assisted the Retail Branch to execute behaviors to acquire and deepen customer relationships.
  • Build strong brand awareness and customer relationships to ensure maximum growth.
  • Purchased vehicles at auction and resold to dealers Maintained business and customer relationships, transported vehicles and organized/budgeted overall operations
  • Developed new business, and strengthened customer relationships with advanced knowledge of innovative solutions to the customer's accounts receivables.
  • Focus on teamwork with internal specialists and resources to develop successful business presentations to foster collaborative customer relationships.
  • Demonstrated ability to build new business as well as maintaining existing clients, developing strong customer relationships.

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8. Variable Annuities

high Demand
Here's how Variable Annuities is used in Wholesaler jobs:
  • Promoted the sale of John Hancock fixed and variable annuities, mutual funds and insurance products.
  • program inherited from BankMark) Wholesaled a complete line of fixed and variable annuities within the bank distribution channel.
  • Established new territory on Gulf Coast and increased revenues by an amazing 1500% YOY with Transamerica Variable Annuities.
  • Generated new business relationships with Financial Planners and registered representatives to market variable annuities and 529 savings plans.
  • Worked in an area that was responsible to help reach financial goals as set by company selling fixed and variable annuities.
  • Supervised the addition of new investment portfolios in proprietary and insurance partners' variable annuities.

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9. Sales Ideas

high Demand
Here's how Sales Ideas is used in Wholesaler jobs:
  • 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.
  • Provide follow up support for External Wholesaler appointments including: follow up sales ideas, mailing literature, and retirement strategies.
  • Generate unprecedented growth for clients by providing timely sales ideas, expert case design, and superior service.
  • Make proactive calls to agents regarding sales ideas, book of business ideas and market updates.
  • Provide advisors and agents with marketing and sales ideas creating effective sales opportunities.

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10. Sales Process

high Demand
Here's how Sales Process is used in Wholesaler jobs:
  • 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.
  • Ensured the changes in sales process, systems, policies and protocols are adopted.
  • Launched the first 529 Program and developed the internal sales process and collateral materials.
  • Develop client relationships by hosting customer webinars as part of the sales process.
  • Manage entire sales process from prospecting and qualifying, facilitation of professional services, to building executive relationships and contract negotiations.

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11. Sales Training

high Demand
Here's how Sales Training is used in Wholesaler jobs:
  • Wholesale Financial Products and Sales Training to Registered Representatives nationwide.
  • Promoted from to Level II in 7 months after completing sales training and establishing strong performance record.
  • Practice strategic follow-up on product and sales training.
  • Expanded sales responsibilities that included participation in sales training programs along with maintaining customer service and follow up.
  • Completed an extensive sales training program focusing on Consultative Selling.
  • Completed extensive sales training; superior client relations/consultation skills.

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12. Market Share

high Demand
Here's how Market Share is used in Wholesaler jobs:
  • Identified and capitalized upon market opportunities to drive territory sales, expand market penetration and win dominant market share versus competition.
  • Create and implement action plans for increased market share and profitability for small boutique money management firms with no internal distribution.
  • Key Contributions / Accomplishments Gain market share by implementing referral program.
  • Captured additional market share by providing clinical/technical training for physicians and office staff to achieve optimal patient outcomes.
  • Delivered consistent contributions to elevate sales volume, revenue gains and market share through exemplary relationship-building skills.
  • Increased market share with physicians/clients, utilizing consultative-selling, new account development, and relationship cultivation.

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13. Wirehouse

high Demand
Here's how Wirehouse is used in Wholesaler jobs:
  • Maintained full responsibility for selling and marketing mutual fund and retirement solutions to financial intermediaries across bank and wirehouse channels.
  • Participated in National and Regional Wirehouse and Independent advisor meetings.
  • Channel coverage includes Wirehouses, Regional Firms, Bank Channel & RIAs.
  • Worked with brokers, wirehouse reps and bank platform representatives.

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14. Sales Support

average Demand
Here's how Sales Support is used in Wholesaler jobs:
  • 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.
  • Assist office manager with classifying carrier occupation codes, as well as supervising and training Sales Support staff
  • Conceived and implemented new retail sales support department; sales grew over 50%.
  • Provided sales support to the outside relationship management team.
  • Accelerate delivery on service and improve synergy by collaborating with business services support personnel, including sales support and marketing personnel.

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15. New Producers

average Demand
Here's how New Producers is used in Wholesaler jobs:
  • Enlisted new producers to sell Mutual Funds.
  • Increased 500k new producers from 20 to 100 in one year.
  • Ranked first in total assets and new producers at Mirae every year since 2011.
  • Lead the company in A growth, added 84 new producers with $250K or more of production.
  • Collaborate with External Wholesaler to develop a strategy for exceeding our sales goals and developing new producers.
  • Assisted my team in becoming number one for new producers in 2010.

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16. Life Insurance

average Demand
Here's how Life Insurance is used in Wholesaler jobs:
  • Managed life insurance sales and marketing to independent insurance producers and general agencies.
  • Trained representatives sales techniques to position life insurance products.
  • Relaunched company originally founded in 2006 due to strong market demand and to generate steady income while learning life insurance business.
  • Generated leads for the Private Wealth Account Executives resulting in a healthy revenue stream of individual life insurance commissions.
  • Trained, coached and mentored agents in life insurance and long term care issues.
  • Wholesaled auto, home, and life insurance plus AAA membership to agents.
  • Marketed and sold Symetra products such as mutual funds, annuities & life insurance through Independent advisors for the Pac NW.
  • Wholesaled life insurance, annuities and Moneyguard to selected Managing General Agents in the southeastern states .

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17. Insurance Agents

average Demand
Here's how Insurance Agents is used in Wholesaler jobs:
  • Recruited life insurance agents to use company vendors and marketing services.
  • Marketed DI and LTC products to brokers and insurance agents.
  • Conducted national monthly annuity webinars with our annuity carriers and insurance agents throughout the country which increased annuity sales 25%.
  • Helped create motivational sales training audio CDs for insurance agents.
  • Recruited Insurance Agents & Financial Advisors for the purpose of generating RFPs.

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18. Conference Calls

average Demand
Here's how Conference Calls is used in Wholesaler jobs:
  • Prepared and scheduled meetings, seminars and conference calls with brokers to increase awareness, understanding and usage of MassMutual annuities.
  • Planned and led conference calls on weekly basis with sales groups to motivate and promote selling.
  • Initiate business communication and new ideas via conference calls, web-ex and one-on-one meetings.
  • Leverage resources and Partner with team by doing group and individual conference calls with advisors.
  • Coordinated meetings, seminars, conference calls and necessary meetings involving external Financial Professionals and Portfolio Managers.
  • Participated in regional conference calls to represent managed product groups.

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19. Product Knowledge

average Demand
Here's how Product Knowledge is used in Wholesaler jobs:
  • Trained three new hires on product knowledge and sales techniques to effectively educate brokers about sophisticated alternative investments.
  • Provided network partners with value-added services including product knowledge, competitor analysis and shared market intelligence.
  • Trained and educated representatives on all available offerings to ensure high-level product knowledge.
  • Maintained comprehensive product knowledge on multiple carriers' products and platforms.
  • Led product training and clinical study sessions for several regional meetings which enhanced individual product knowledge and strengthened overall sales message.
  • Developed profitable relationships with current and prospective customers, and provided exceptional customer support through attentiveness and extensive product knowledge.

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20. External Partners

average Demand
Here's how External Partners is used in Wholesaler jobs:
  • Coached internal and external partners in advanced sales concepts, improving performance and productivity.
  • Managed and drove production of MoneyGuard with external partners within California (Bay area) and Reno NV.
  • Helped create presentation for proposed Institutional Equipment Leasing Fund to be used with internal and external partners.
  • Worked with external partners creating business plan for assigned territory designed to meet and exceed goals.
  • Traveled with external partners to enhance home office presence and lend support to the field.
  • Leveraged internal and external resources to meet the needs of clients and my External Partners

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21. Investment Strategies

average Demand
Here's how Investment Strategies is used in Wholesaler jobs:
  • Reintroduced municipal bond products and demonstrated how they fit into business plan and clients' investment strategies.
  • Solicit Financial Advisors in the Maryland area to use Flexible Plan's quantitative investment strategies for their client's portfolios.
  • Provide advice to financial advisors of which investment strategies would be appropriate for their clients based on investment profile.
  • Addressed daily inquiries from retail brokers looking for investment strategies, competitive analysis of products and illustrations based on historical performance.
  • Developed and implemented investment strategies for 20+ wholesaler teams.
  • Tasked with promoting proprietary research and over 20 investment products across mutual funds, and alternative investment strategies.

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22. Client Relationships

average Demand
Here's how Client Relationships is used in Wholesaler jobs:
  • Managed client relationships by providing ongoing communication with clients and prospects.
  • Expanded existing bank and wire-house client relationships in the sale of insurance products and services increasing revenue 13% annually.
  • Developed strong customer relations, Priority given to pursuing long-term client relationships built on personal integrity, honesty.
  • Develop and maintain client relationships enriching all parties involved creating long term mutually beneficial business partnerships.
  • Build client relationships by capturing and utilizing client data and engaging in other tactical client development activities.
  • Utilized strong interpersonal and persuasive communication skills to effectively build client relationships and build committed advertising revenues.

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23. Reit

average Demand
Here's how Reit is used in Wholesaler jobs:
  • Facilitated multi-million dollar trades with financial advisors thru multiple REIT offerings.

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24. Sales Presentations

average Demand
Here's how Sales Presentations is used in Wholesaler jobs:
  • Developed and conducted sales presentations to investment brokers to promote the wholesale products/services of this global investment manager.
  • Prepared and persuasively delivered face-to face, teleconferences and web sales presentations as well as internal sales idea pitches.
  • Deliver clear sales presentations and follow up sales calls.
  • Introduced new Symetra products to client base through individual and group sales presentations, seminars, webinars and workshops.
  • Learned and implemented face-to-face sales presentations Learned and implemented training system and team building Recruiting potential reps and providing hands on instruction
  • Analyzed territory information to optimize sales presentations to targeted health professionals and become a credible resource to my customers.

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25. Annual Sales

average Demand
Here's how Annual Sales is used in Wholesaler jobs:
  • Developed multiple new territories increasing sales significantly and exceeding several annual sales goals across products.
  • Achieved annual sales target of $420 million with a client base of 1000 licensed financial professionals.
  • Surpassed annual sales goal every year by at least 10 percent.
  • Generated $30 million in annual sales.
  • Boosted annual sales by 21% each year.
  • Developed annual sales and marketing plans, quarterly competitive analysis, and monthly compliance/occupancy reports utilizing Excel spreadsheets.

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26. Real Estate

average Demand
Here's how Real Estate is used in Wholesaler jobs:
  • Oil and Gas, Equipment Leasing and Real Estate were the 3 different parts of the investment program.
  • Leverage a successful record of extensive experience in managing and executing consultative B2B technology sales to real estate.
  • Provide real estate expertise to business professionals, developers and investors.
  • Established long-lasting relationships with customers and Real Estate professionals.
  • Experienced real estate investor, having developed two successful sub-divisions.
  • Negotiated, facilitated and managed real estate transactions.

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27. New Accounts

low Demand
Here's how New Accounts is used in Wholesaler jobs:
  • Prospected customers for new accounts using D&B resources.
  • Lead team in overall unit production exceeding 80 new accounts
  • Supported customers by telephone in opening new accounts and upgrading existing service, providing information about products and service.
  • Direct contact and responsibility for expanding sales volume and enhancing company relationship with existing and opening of new accounts.
  • Provided remarkable customer service through all customer interactions, opened new accounts, problem resolution.
  • Analyzed and secured strategic new accounts and exclusive markets, such as increasing Russian/Romanian opportunities.

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28. Client Seminars

low Demand
Here's how Client Seminars is used in Wholesaler jobs:
  • Conducted client seminars and continuing education meetings.
  • Developed external wholesaling experience in the field through branch meetings, client seminars and one-on-one presentations.
  • Provided training, point of sale services, client seminars, and sponsored events.

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29. Product Training

low Demand
Here's how Product Training is used in Wholesaler jobs:
  • Provide ongoing sales support through various product relationships and assist in insurance, and securities product training.
  • Performed product training sessions for agents and advisors.
  • Conducted sales and product training on Samsung business phone systems, call center software, etc, to dealers.
  • Participated in the closing of end-user dealer sales, developed dealer product training, and implemented creative marketing campaigns.
  • Scheduled, designed, and conducted product training and on-boarding for new employees of region.
  • Provided product training and demonstration at state, regional and national conferences and workshops.

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30. Broker Dealers

low Demand
Here's how Broker Dealers is used in Wholesaler jobs:
  • Developed, grew and maintained business relationships with registered representatives and broker dealers increasing overall sales by over 50%.
  • Promoted private placements to financial advisers through the independent broker dealers via phone and e-mail campaigns.
  • Covered Independent broker dealers for New York State.
  • Cultivated relationships with investment advisors and broker dealers.
  • Work with Broker Dealers to Find Solutions Build Relationships with Customers Prospect new customers

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31. New Relationships

low Demand
Here's how New Relationships is used in Wholesaler jobs:
  • Utilize Broker Dealer agreements to call representatives and build new relationships that lead to sales of the new products.
  • Worked to create new relationships in a previously neglected territory.
  • Prospect and procure new relationships and support integration of Curian strategies, tactics, and resources into customers platforms.
  • Maintained relationships with top producers and worked to develop new relationships regularly.
  • Supported partner by forming new relationships, generating meetings and managing calendar.
  • Delivered unprecedented growth of 258% during 2004; established new relationships and penetrated top-tier firms such as Citibank and HSBC.

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32. New Advisors

low Demand
Here's how New Advisors is used in Wholesaler jobs:
  • Developed new broker relationship that introduced the open architecture platform to 400 new advisors.
  • Assisted in the recruitment of new advisors to the retail branch.
  • Prospected, profiled and worked tirelessly to "on board" new advisors and relationships.

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33. Sales Concepts

low Demand
Here's how Sales Concepts is used in Wholesaler jobs:
  • Educate representatives on strategic sales concepts to target estate planning and wealth transfer.
  • Key strengths include relationship management, insurance knowledge, and advanced sales concepts.
  • Presented both Voya products and sales concepts to independent agents, building producer knowledge and growing sales.
  • Provided consultative services specific to life sales by assisting in sales concepts, product illustrations, underwriting and operations.
  • Completed training on advanced sales concepts through MetLife s Business Owner Strategic Solutions (BOSS) program.
  • Trained junior internals on software, processes, and sales concepts.

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34. Oversaw

low Demand
Here's how Oversaw is used in Wholesaler jobs:
  • negotiated and oversaw any purchases that were presented as an opportunity.

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35. Financial Consultant

low Demand
Here's how Financial Consultant is used in Wholesaler jobs:
  • Traveled extensively throughout the country and personally meet with Financial Consultants and their clients.
  • Trained Schwab Financial consultants in approximately 50 branches in the NE Region.

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36. Financial Planners

low Demand
Here's how Financial Planners is used in Wholesaler jobs:
  • Prospected financial planners and developed lasting business partnerships.
  • Managed wholesaling of mutual funds to external vendors, including brokerage firms and financial planners.
  • Strengthened and maintained regional account relationships with brokers, financial planners, and insurance agents.
  • Prospected assigned regions by contacting bankers, financial planners, and prospective clients.
  • Worked with over 9,000 Financial Planners, CPA's, CFP's, and TPA's.
  • Marketed and sold DI products though insurance offices, financial planners and brokerage offices.

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37. Trade Shows

low Demand
Here's how Trade Shows is used in Wholesaler jobs:
  • Attended networking events, trade shows, sales meetings for the purpose of recruiting Agents
  • Attended industry trade shows and tastings, staying abreast of competitive trends.
  • Selected by top management to represent company at trade shows.
  • Drafted agendas, supplied advance materials and executed follow-up for trade shows, meetings and team conferences.
  • Developed new key accounts by participating in major trade shows, performing telemarketing functions and securing dealer referrals.
  • Leveraged partner relationships to reduce business development costs, including supporting partner efforts at trade shows.

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38. New Clients

low Demand
Here's how New Clients is used in Wholesaler jobs:
  • Managed client relations and prospected for new clients in a seven state territory.
  • Establish open credit accounts for new clients.
  • Provided in-depth analysis and constructed customized compliance programs for new clients.
  • Managed and educated existing and new clients with asset allocation and diversification.
  • Account executive selling insurance products including life, health, commercial and personal and disability to existing and new clients.
  • Identified and contacted potential new clients and up-sold existing clients to increase account numbers and revenue sales.

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39. Customer Base

low Demand
Here's how Customer Base is used in Wholesaler jobs:
  • Traveled within a five-state area selling gourmet food items and maintaining a large customer base.
  • OregonExpanded customer base and lumber mill supply base for this lumber wholesale office.
  • Establish and expand Personal Book customer base increasing delivery of customized services and exclusive offerings tailored to customer needs and interests.
  • Scheduled face-to-face meetings to uncover new projects and initiatives within a customer base due to exceptional communication skills.
  • Cultivated relationships with internal and external customers, expanding and enhancing customer base and improving profitability.
  • Generated new sales and loyal customer base by providing technical solutions for restaurateurs by implementing Aloha Systems.

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40. Product Information

low Demand
Here's how Product Information is used in Wholesaler jobs:
  • Organized and conducted presentations in order to discuss sales strategies and convey product information.
  • Utilized various applications including FBSI and Cactus to obtain and use product information.
  • Provided all product information to potential customers-Managed the entire vehicle purchase process-Maintained relationships with current and potential customers to encourage future sales
  • Excelled in major appliances and electronics departments by providing product information to assist customers in making an educated buying decision.
  • Provided product information and business-building skills to salons throughout metropolitan St. Louis.
  • Access internet and intranet systems to look up product information and availability.

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41. Metlife

low Demand
Here's how Metlife is used in Wholesaler jobs:
  • Led MidEastern Territory to be a consistent leader in MetLife traditional life sales.
  • Teamed with external wholesalers to manage multiple territories and promote MetLife products to drive sales growth.
  • Helped launch MetLife Investors Long Term Care insurance product offering to third party distribution.
  • Achieved top honors status in MetLife's industry award-winning Sales Coaching Excellence Program.
  • Created over 20M in sales in the first year through new clientele with no previous MetLife business relationships.
  • Build and manage external vendor relationships within the Metlife Broker Dealer Group s strategic partner program.

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42. Financial Professionals

low Demand
Here's how Financial Professionals is used in Wholesaler jobs:
  • Communicated with financial professionals to increase their awareness of the Goldman Sachs proprietary mutual fund family.
  • Consulted financial professionals in positioning Strong products in their asset allocation models.
  • Worked to promote utilization of annuity web sites with financial professionals and internal business partners.
  • Developed and maintained a territory by building quality relationships with financial professionals.
  • Handled sales, established and maintained relationships with Financial Professionals selling LifeSource Point of Sale Services of Insurance Products.

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43. LTC

low Demand
Here's how LTC is used in Wholesaler jobs:
  • Full service brokerage for life, annuity, LTC, DI and impaired risk products for Estate Planning.
  • Helped create talking email utilizing Fugent to market our LTC product to both new and current producers.
  • Promoted Wealth Management by explaining the benefits and features of annuity, life and ltc products.
  • Provided agent training on LTC product, competition and website navigation.

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44. Powerpoint

low Demand
Here's how Powerpoint is used in Wholesaler jobs:
  • Provided PowerPoint presentations to prospects on-site.
  • Co-developed sales literature material via Excel and PowerPoint to use in local sales campaign.
  • Create and present custom PowerPoint proposals to illustrate options available to the client.
  • Presented sales pitches using PowerPoint.
  • Performed word processing, Powerpoint presentations for managers, CFO, CEO.
  • Excel,, PowerPoint, and outstanding presentation skills.

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45. Market Research

low Demand
Here's how Market Research is used in Wholesaler jobs:
  • Conducted market research to identify pre-owned vehicles with high resale values and consumer demand.
  • Gathered market intelligence by coordinating market research efforts to understand market needs, capture the voice-of-the-customer, and ensure representation.
  • Conducted in-depth market research to uncover untapped vertical opportunities.
  • Increased sales 125% year-over-year by using market research to support sales.
  • Assist in building the company in Malaysia and Singapore by taking part in headhunting, office construction and market research.
  • Directed Market Research team to create government-led and nonprofit projects.

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20 Most Common Skill For A Wholesaler

Sales Territory26.2%
Sales Goals14.8%
Annuity Products10%
Financial Advisor6.3%
Business Development5.4%
Customer Service4.3%
Customer Relationships3.4%
Variable Annuities3.3%

Typical Skill-Sets Required For A Wholesaler

RankSkillPercentage of ResumesPercentage
1
1
Sales Territory
Sales Territory
20.6%
20.6%
2
2
Sales Goals
Sales Goals
11.6%
11.6%
3
3
Annuity Products
Annuity Products
7.8%
7.8%
4
4
Financial Advisor
Financial Advisor
4.9%
4.9%
5
5
Business Development
Business Development
4.3%
4.3%
6
6
Customer Service
Customer Service
3.4%
3.4%
7
7
Customer Relationships
Customer Relationships
2.7%
2.7%
8
8
Variable Annuities
Variable Annuities
2.6%
2.6%
9
9
Sales Ideas
Sales Ideas
2.5%
2.5%
10
10
Sales Process
Sales Process
2%
2%
11
11
Sales Training
Sales Training
1.9%
1.9%
12
12
Market Share
Market Share
1.8%
1.8%
13
13
Wirehouse
Wirehouse
1.8%
1.8%
14
14
Sales Support
Sales Support
1.7%
1.7%
15
15
New Producers
New Producers
1.7%
1.7%
16
16
Life Insurance
Life Insurance
1.6%
1.6%
17
17
Insurance Agents
Insurance Agents
1.5%
1.5%
18
18
Conference Calls
Conference Calls
1.5%
1.5%
19
19
Product Knowledge
Product Knowledge
1.5%
1.5%
20
20
External Partners
External Partners
1.3%
1.3%
21
21
Investment Strategies
Investment Strategies
1.3%
1.3%
22
22
Client Relationships
Client Relationships
1.2%
1.2%
23
23
Reit
Reit
1.2%
1.2%
24
24
Sales Presentations
Sales Presentations
1.2%
1.2%
25
25
Annual Sales
Annual Sales
1.2%
1.2%
26
26
Real Estate
Real Estate
1.1%
1.1%
27
27
New Accounts
New Accounts
1.1%
1.1%
28
28
Client Seminars
Client Seminars
1.1%
1.1%
29
29
Product Training
Product Training
0.9%
0.9%
30
30
Broker Dealers
Broker Dealers
0.9%
0.9%
31
31
New Relationships
New Relationships
0.8%
0.8%
32
32
New Advisors
New Advisors
0.8%
0.8%
33
33
Sales Concepts
Sales Concepts
0.8%
0.8%
34
34
Oversaw
Oversaw
0.7%
0.7%
35
35
Financial Consultant
Financial Consultant
0.7%
0.7%
36
36
Financial Planners
Financial Planners
0.7%
0.7%
37
37
Trade Shows
Trade Shows
0.7%
0.7%
38
38
New Clients
New Clients
0.7%
0.7%
39
39
Customer Base
Customer Base
0.7%
0.7%
40
40
Product Information
Product Information
0.7%
0.7%
41
41
Metlife
Metlife
0.7%
0.7%
42
42
Financial Professionals
Financial Professionals
0.7%
0.7%
43
43
LTC
LTC
0.6%
0.6%
44
44
Powerpoint
Powerpoint
0.6%
0.6%
45
45
Market Research
Market Research
0.6%
0.6%

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