Wholesaler vs wholesale manager

Differences between wholesaler and wholesale manager 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.

Wholesale manager example responsibilities.

• Manage QuickBooks including invoicing, accounts receivable and data entry.
• Assist with underwriting of conventional, FHA and portfolio mortgage loans.
• Surmount tumultuous economy by maintaining steady income, retaining customers, and realizing exponential sales growth by creating realistic customer expectations.
• Review conditions as stipulated by UW and internal policy to ensure broker and AE understand what is required to meet/clear conditions.
• Surmount tumultuous economy by maintaining steady income, retaining customers, and realizing exponential sales growth by creating realistic customer expectations.