An Internal Wholesaler will work normally in the investment and insurance fields and undertake the task of increasing sales and seeking new markets by working closely with financial institutions and external vendors. The work activities commonly listed on the Internal Wholesaler Resume include the following – building relationships between external wholesale clients and internal advisers; providing product information to potential clients; initiating sales calls, identifying new corporate and regional opportunities, resolving operational issues, responding to inbound sales inquiries and service issues; increasing market penetration and making outbound sales calls to promote financial products.
Qualifications for the post include a bachelor’s degree in business, finance, or a related field. In addition, the following skills are also required – work experience in investment management, knowledge of financial concepts and investment strategies; excellent communication skills, proficiency with basic computer software, and the ability to multitask.
Objective : Enthusiastic Internal Wholesaler with two years of experience enhancing client relationships and driving sales growth. Skilled in leveraging market insights and data analysis to identify opportunities and develop tailored solutions for financial advisors. Committed to delivering exceptional service and fostering long-term partnerships that contribute to overall business success.
Developed and executed effective communication strategies to enhance client engagement and satisfaction.
Identified and pursued new business opportunities through targeted outreach and networking efforts.
Enhanced client relationships by delivering tailored financial solutions based on individual needs.
Provided training and support to advisors on product features and benefits to drive sales.
Utilized CRM tools to track interactions and manage relationships with financial advisors.
Collaborated with marketing teams to create promotional materials that resonate with target audiences.
Analyzed market trends to inform sales strategies and identify competitive advantages.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Assistant Internal Wholesaler Resume
Objective : Driven Assistant Internal Wholesaler with 5 years of experience in building strong relationships and enhancing sales strategies. Expertise in analyzing market trends and developing effective solutions for financial advisors, leading to significant revenue growth. Passionate about delivering high-quality service and fostering collaborative partnerships that drive business success.
Develop and maintain relationships with financial advisors to drive sales growth.
Executed outbound phone campaigns targeting top-tier advisors in the assigned territory.
Collaborated closely with field wholesalers to cultivate and maintain strong advisor relationships.
Consistently surpassed company sales objectives across over 100 territories nationwide.
Crafted tailored business plans and sales presentations aligned with broker profiles and channel focus.
Provide product training and support to advisors on investment solutions.
Utilized selling skills to identify opportunities, build relationships, and develop new business territories.
Experience
2-5 Years
Level
Executive
Education
B.S. Finance
Internal Wholesaler Resume
Headline : Accomplished Internal Wholesaler with over 7 years of experience in cultivating client relationships and driving sales initiatives. Proficient in analyzing market trends and providing tailored financial solutions to advisors. A dedicated professional committed to enhancing service quality and fostering strategic partnerships that promote sustained business growth.
Designed and implemented a fixed deferred annuity program targeting AARP members, resulting in a 20% increase in enrollment.
Facilitated asset transfers to New York Life's new fixed deferred annuity, enhancing product offerings.
Ensured compliance with legal and company standards, consistently exceeding performance metrics.
Collaborated with development teams to enhance data systems, ensuring user-friendly interfaces for clients.
Provided comprehensive support to agents regarding product features and incentive programs, boosting sales effectiveness.
Engaged with clients to present new sales concepts and product launches, contributing to agency incentive achievements.
Partnered with agency teams to drive record growth during calling campaigns, enhancing overall productivity.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Associate Internal Wholesaler Resume
Summary : Dynamic Internal Wholesaler with a decade of experience in strengthening client relationships and driving sales excellence. Adept at leveraging data analytics and market trends to craft customized solutions for financial advisors. Focused on delivering outstanding service and nurturing strategic partnerships that fuel sustained business growth.
Skills : Onboarding And Training Of New Agents, Negotiation Skills, Sales Forecasting, Lead Generation Techniques, Team Collaboration
Description :
Collaborated with External Wholesalers to establish and nurture business relationships across Arizona and New Mexico.
Maintained comprehensive knowledge of Variable, Fixed Index, and Fixed Annuity products to effectively assist clients.
Responded promptly to Financial Advisors' inquiries, enhancing overall client satisfaction.
Identified and established new client relationships, driving business expansion within the territory.
Analyzed market metrics to identify top prospects and optimize sales strategies.
Monitored incoming business through reports to ensure efficient processing and follow-up.
Utilized WebEx for effective presentations of marketing materials and product illustrations to clients.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Internal Wholesaler Resume
Summary : Seasoned Internal Wholesaler with 10 years of expertise in optimizing client engagement and driving substantial sales growth. Proficient in utilizing market research and analytics to create tailored financial solutions for advisors. Dedicated to enhancing service delivery and fostering strategic partnerships that propel business success.
Skills : Product Positioning, Self-motivation, Industry Knowledge, Regulatory Compliance, Sales Training Experience, Relationship Building
Description :
Expanded territory sales during tenure by strategically targeting and engaging new brokers.
Developed and implemented top-tier broker strategies, enhancing leadership and seminar support.
Managed and optimized costs for seminars and client events to maximize ROI.
Achieved significant broker penetration growth by onboarding productive brokers.
Maintained and strengthened relationships with Financial Advisors and Wealth clients to drive sales.
Conducted targeted meetings with financial advisors to address client inquiries and provide solutions.
Led a high-performing team that consistently achieved top revenue growth in premium sales.
Experience
7-10 Years
Level
Senior
Education
B.S. Finance
Lead Internal Wholesaler Resume
Headline : Proficient Lead Internal Wholesaler with 7 years of experience in driving sales growth and enhancing client relationships. Adept at analyzing market trends and developing tailored financial solutions for advisors. Committed to leveraging strategic partnerships and delivering exceptional service that fosters long-term business success.
Skills : Customer Service Excellence, Financial Acumen, Time Management Skills, Product Knowledge Expertise
Description :
Collaborated with external wholesalers and key account personnel to increase seller engagement and production rates.
Generated sales opportunities through effective presentations of financial products to advisors.
Provided internal training programs to enhance team performance and product knowledge.
Executed proactive daily sales calls to build relationships and identify new business opportunities.
Utilized PowerPoint and Excel for impactful sales presentations and data analysis.
Assisted agents with inquiries regarding Protective Annuity products to improve service delivery.
Developed and distributed marketing materials to support agents in their sales efforts.
Experience
5-7 Years
Level
Management
Education
B.S. in BA
Internal Wholesaler Resume
Objective : Motivated Internal Wholesaler with two years of experience in driving sales growth and building robust client relationships. Proficient in utilizing market analysis to identify trends and create customized solutions for financial advisors. Eager to enhance service delivery and cultivate long-term partnerships that contribute to organizational success.
Developed and maintained strong relationships with financial advisors, significantly increasing revenue for long-term retirement products.
Identified opportunities through leads generated from referrals, advertising campaigns, and direct outreach.
Managed territory effectively by conducting one-on-one meetings, group sessions, and educational seminars.
Created and presented engaging seminars and workshops tailored to the needs of financial advisors.
Oversaw an annual discretionary budget, optimizing resource allocation for maximum impact.
Contributed to an increase in territory production through strategic relationship management.
Provided detailed product information and support to address client inquiries effectively.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Senior Internal Wholesaler Resume
Headline : Strategic Senior Internal Wholesaler with 7 years of proven expertise in driving revenue growth and enhancing client engagement. Skilled at analyzing market data to uncover opportunities and deliver customized financial solutions. Aiming to leverage strong relationships and in-depth industry knowledge to foster partnerships that significantly boost business outcomes.
Skills : Financial Data Analysis, Problem-solving Skills, Technical Proficiency, Risk Management Skills, Sales Process Optimization, Account Management
Description :
Respond to advisor inquiries regarding product features and benefits.
Utilized CRM and data analytics tools to identify new and existing producers for targeted outreach.
Maintained and expanded relationships with current producers to foster loyalty and increase sales.
Conducted outreach to prospective clients to generate new business opportunities and advocates.
Engaged with a diverse range of producers, from emerging firms to major financial institutions.
Collaborated closely with external sales teams to address business needs and enhance client experiences.
Achieved consistent month-over-month sales increases by implementing strategic follow-up processes.
Experience
5-7 Years
Level
Senior
Education
BSF
Internal Wholesaler Resume
Headline : Results-oriented Internal Wholesaler with 7 years of experience in driving sales and cultivating robust client relationships. Expert in market analysis and developing customized financial solutions that meet advisor needs. Passionate about leveraging strategic insights to enhance service delivery and foster long-term partnerships that contribute to organizational success.
Skills : Financial Analysis, Motivational Skills, Training And Development, Market Research Skills, Sales Pipeline Management, Regulatory Compliance Knowledge
Description :
Create and implement sales strategies to meet quarterly targets.
Designed customized financial solutions based on client needs, effectively overcoming objections and positioning offerings.
Established a cross-functional network to enhance problem-solving capabilities and streamline processes.
Revitalized two underperforming territories through focused development strategies.
Chosen by management to spearhead a new hybrid territory, achieving leading sales performance company-wide.
Provided mentorship to colleagues aspiring to advance their careers, improving team performance.
Enhanced presentation and sales skills through continuous training and feedback.
Experience
5-7 Years
Level
Management
Education
B.S. Finance
Junior Internal Wholesaler Resume
Objective : Results-focused Junior Internal Wholesaler with 5 years of experience in optimizing client relationships and driving sales performance. Adept at analyzing market data and trends to create tailored solutions for financial advisors, enhancing their business outcomes. Eager to leverage strong communication skills and industry insights to contribute to team success and foster enduring partnerships.
Supported distribution partners in achieving company sales targets through strategic collaboration.
Facilitated licensing and training for distribution partners on various company products.
Acted as a liaison between distribution partners and internal departments to streamline operations.
Monitored competition and market conditions to inform sales strategies.
Assisted with tracking promotions and contests aimed at distribution partners.
Completed Requests for Proposals (RFPs) to enhance access to payroll opportunities.
Guided the recruitment and development of internal wholesalers to foster career advancement.
Experience
2-5 Years
Level
Junior
Education
BS Finance
Internal Wholesaler Resume
Objective : Dedicated Internal Wholesaler with two years of experience in strengthening client relationships and driving sales initiatives. Proficient in analyzing market trends to provide customized financial solutions for advisors. Focused on delivering exceptional service and fostering strategic partnerships that enhance overall business growth.
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