Wholesaler vs national sales assistant

Differences between wholesaler and national sales assistant duties and responsibilities

Wholesaler example responsibilities.

• Team with external wholesaler to develop sales and servicing strategy in order to manage assign sales region effectively.
• Work closely with bank management to help market annuities through the retail branches.
• Prepare and schedule meetings, seminars and conference calls with brokers to increase awareness, understanding and usage of MassMutual annuities.
• Recognize by management for confidence and develop knowledge of the healthcare industry with uncanny ability to expertly penetrate large accounts.
• Work in partnership with RVP, covering the top-producing R.I.A.
• Develop individual account base through telemarketing, cold-calling & prospecting.

National sales assistant example responsibilities.

• Manage RFP process to make sure all CCO proposals are consistent with each client's goals and image.
• Expand CRM database (Ultra-STAFF/ABD) by cultivating client relationships.
• Maintain a proprietary CRM system tracking opportunities, quotes, appointments, orders, and project completion.
• Create PowerPoint presentations for use during sales meetings/presentations.
• Prepare engaging PowerPoint presentations to expand client base through new business opportunities.
• Facilitate productive office environment, process payroll using QuickBooks software, set appointments and suggestively sell base on customer need
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