Our Internal Wholesaler job description includes the responsibilities, duties, skills, education, qualifications, and experience.
About the Internal Wholesaler role
An Internal Wholesaler is responsible for providing sales support to financial advisors and clients, helping to grow assets under management for the firm. They use sales skills such as lead generation, networking, and presenting to build relationships with external advisors and clients.
Role Purpose
The purpose of an Internal Wholesaler is to serve as a sales representative for a financial services organization that provides products and services to financial advisors and institutions. They are responsible for educating advisors and institutions on their company's products and services, developing relationships with key decision makers, and driving sales through customized sales strategies. Internal Wholesalers must have a comprehensive knowledge of their company's products and services and a thorough understanding of the financial services industry.
Internal Wholesaler Summary
Internal Wholesaler
The Internal Wholesaler is responsible for building and maintaining relationships with Financial Advisors and other internal partners to sell and promote financial products and services. This position requires excellent communication and presentation skills, as well as strong product knowledge and understanding of the financial services industry.
The primary duties of the Internal Wholesaler include researching and analyzing market trends and investment opportunities, developing and executing sales strategies, delivering product presentations, and providing ongoing education and support to Financial Advisors. The Internal Wholesaler must also stay informed of industry regulations and changes in the market, and work closely with external sales teams. This position requires a high level of customer service and a commitment to excellence.
Internal Wholesaler Duties
- Develop and maintain client relationships
- Provide expertise and guidance on investment products
- Generate sales through cold-calling and other sales activities
- Perform market analysis and develop sales presentations
- Conduct client meetings and seminars
- Assist with administrative tasks
Internal Wholesaler Skills
- Excellent communication skills
- Ability to build and maintain relationships with clients
- Strong organizational and time management skills
- Knowledge of investment products and services
- Ability to work independently
Internal Wholesaler Requirements
- A bachelor's degree or equivalent experience
- Excellent verbal, written and interpersonal communication skills
- Ability to work independently and as part of a team
- Knowledge of financial products and services
- Strong organizational and time management skills
Personal Traits
- Strong communication and presentation skills
- Ability to work independently and as part of a team
- Excellent organizational and time management skills
- Highly motivated and goal oriented
- Experience with financial products