Internal Wholesaler Resume Samples

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.

 

Internal Wholesaler Resume example

Internal Wholesaler Resume

Objective : Internal Wholesaler assists in raising and retaining assets within a geographic territory by making proactive phone calls.

Skills : Consultative Sales Marketing, Strategic Planning.

Description :

    1. Motivated with excellent communication skills and focused on going above and beyond to meet and exceed clients' expectations at every turn.
    2. Passionate about helped clients achieve and surpass their financial goals and creative in developing and implementing fresh ways to land new business accounts.
    3. Developed and strengthened relationships with clients.
    4. Top-notch management skills and a desire to attained an all-encompassing understanding of the financial services industry.
    5. Developed key relationships with Registered Investment Advisors, industry partners, and contacts to increase company profits.
    6. Proactively seek new business connections through the use of cold-calling and industry networking.
    7. Acted as technical support, helping fix office computers, office phones, cell phones.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Arts


Internal Wholesaler II Resume

Headline : Conscientious leader who develops high-performance teams that deliver and exceed corporate objectives while also investing in the mentoring of individual associates to foster growth.

Skills : Fast learner of electronics, Voice acting, Creative writing.

Description :

    1. Identified leads and used successful sales strategies to promote Franklin Templeton Mutual funds to Financial Advisors.
    2. Conducted outbound phone campaigns to the top tier and tier advisors in the territory.
    3. Worked closely with field wholesalers to build and maintain advisor relationships.
    4. Exceeded company objectives with the top of sales in over 100 territories nationwide.
    5. Developed business plans and tailored sales presentations based on broker profiles and channel focus.
    6. Participated in training programs to enhance performance and further career development.
    7. Developed new business territory by using selling skills to identify opportunities, overcome objections, build relationships.
    8. Developed marketing plans to continually create new business.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Management


Internal Wholesaler III Resume

Summary : Dynamic, results-driven leader seeking financial services position leveraging strong skills in relationship development, relevant experience as a business owner.

Skills : Management. Communication Skills.

Description :

    1. Fixed deferred annuity program for direct marketing to AARP members.
    2. Transferred of assets to New York Life's new fixed deferred annuity.
    3. Complied with all legal, compliance, and metrics exceeding company standards.
    4. Communicated systems enhancements to the development team to provide user-friendly and accurate data to end-users.
    5. Provided agent support for various product and incentive programs.
    6. Constantly reached out to the client to review sales concepts, new product rollouts, and assist in achieving agency incentive programs.
    7. Worked with the agency team we continue to see record growth and success with each calling campaign.
    8. Obtained of incentive offered every quarter for the past 2 years, since inception.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.A

Internal Wholesaler/Executive Resume

Headline : Internal wholesaler who has developed and increased territory sales by gathering and disseminating sales data from marketing reports, Salesforce.

Skills : Training of new agents, Sales Presentations.

Description :

    1. Worked closely with External Wholesaler in Arizona and New Mexico to establish and maintain business relationships.
    2. Accounted for a full knowledge of the Variable, Fixed Index, and Fixed annuity products.
    3. Responsible for responding to the requests of Financial Advisors in a timely manner.
    4. Established new relationships within the territory for new business.
    5. Analyzed market metrics report determining who the best prospects were within the territory.
    6. Tracked incoming businesses using the report to ensure the business is being processed.
    7. Utilized WebEx software to go over marketing material or hypothetical illustrations for clients.
    8. Assisted Advisors in all aspects of submitting business to Forethought.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA

Sr. Internal Wholesaler Resume

Summary : Proven Financial Services Professional with broad experience in Insurance, Banking, Wholesaling, Wealth Management and Account Management.

Skills : Account Management, Wholesaling.

Description :

    1. Grew territory over during ING tenure.
    2. Recognized as a designer of the top ten broker strategy and gave additional support in leadership development and seminar support.
    3. Supported seminar costs and various other client events.
    4. Drove broker penetration growth of over through addition of over new and productive brokers.
    5. Responsible for maintaining and strengthening relationships with Financial Advisors & Wealth clients.
    6. Targeted individual client meetings with financial advisors and their clients to answer client questions.
    7. Served as team leader of person group that drove outstanding performance and top year growth with premium revenue.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's

Internal Wholesaler/Analyst Resume

Headline : A wealth management professional and MBA graduate with a distinct expertise in financial planning seeking to transition from sales into a role in conducting business & financial plan consulting.

Skills : Technical Skills, Analytical Skills.

Description :

    1. Worked closely with external wholesalers and key account personnel to expand the number of sellers and increase overall production.
    2. Created sales opportunities through presentations promoting financial products.
    3. Provided exceptional internal promotion development.
    4. Proactive sales call on a daily basis with existed representatives to build business relationships and identify selling opportunities.
    5. Sales presentations using PowerPoint and Excel software applications.
    6. Contacted for agents that needed assistance for Protective Annuity products.
    7. Supplied and sent out marketing material, provided training to agents.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Internal Wholesaler/Representative Resume

Headline : Proven track record building, meeting and exceeding sales plan, and emphasizing development of client relationships, building product value.

Skills : Public speaking expert, Sales expert.

Description :

    1. Fostered new and managed existing relationships with financial advisors to increase the revenue of long-term retirement products.
    2. Identified and fostered leads from referrals, ad campaigns, and territory canvassing.
    3. Managed the territory through the use of one-on-one meetings, group meetings, continuing education seminars, product seminars, and training workshops.
    4. Designed effective presentations and delivered seminars, workshops, and branch meetings to current and prospective financial advisors.
    5. Administered a discretionary annual budget.
    6. Helped increase territory production.
    7. Answered detailed questions regarding products.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.A.S

Associate Internal Wholesaler Resume

Headline : Internal wholesaler who has developed and increased territory sales by gathering and disseminating sales data from marketing reports.

Skills : Sales, Financial Analysis.

Description :

    1. Wholesaled and Marketed Alternative Investment mutual funds to financial advisors.
    2. Utilized the Database to find new and current producers, as well as Linkedin and general web searches.
    3. Called on current producers to maintain and increase sales.
    4. Called prospects to generate new advocates and sales.
    5. Produced of all levels, from small producers to corner office producers.
    6. Worked closely with externals in designated territories to follow up on business needs in the territory.
    7. Increased sales in territories from a month to over a month.
    8. Contacted, fact-finding, sales appointment, follow up, and business closures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.A

Lead Internal Wholesaler Resume

Headline : Top-performing sales professional with track record of outpacing annual sales goals and building exceptional client relationships. Increased revenue for current company in assigned territory.

Skills : Sales, Financial Services.

Description :

    1. Worked with financial advisors to sell Long Term Care offerings to high net worth individuals.
    2. Formulated the best options for each client, and work with field force and prospects on positioning the offering and overcoming objections.
    3. Created a network inside and outside Lincoln Financial, designed to solve problems in a quick and efficient manner.
    4. Responsible for the development and growth of two territories that were underperforming.
    5. Selected by management to help start and develop a new hybrid territory, now a company-leading territory in aggregate sales.
    6. Mentored to employees looking to advance their careers at Lincoln.
    7. Improved presentation, sales, and problem-solving skills.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S

Asst. Internal Wholesaler Resume

Summary : Opportunity to work as a Financial Advisor where can use strong Investment Management, Research and Client Management skills.

Skills : Marketing, Management.

Description :

    1. Supported to our distribution partners to help meet company sales goals.
    2. Assisted in licensing and training of distribution partners on company products.
    3. Acted as a liaison between distribution partners and other departments of the company.
    4. Tracked competition and market conditions.
    5. Assisted in tracking promotions and contests for distribution partners.
    6. Completed "Requests For Proposals" (RFP's) as needed to gain access to payroll slots within school districts.
    7. Assisted in the hiring and development of internal wholesalers to create career path advancement opportunities for them.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Internal Wholesaler Resume

Summary : An experienced professional with highly developed skills in sales, management and technology. Excelling in managing external clients, growing accounts and consistently.

Skills : Analytical Skills, Communication Skills.

Description :

    1. Worked in partnership with outside wholesalers on territory expansion and goal setting.
    2. Clients consisted of trading desks and brokerage and advisory firms.
    3. Experienced selling complex investment packages.
    4. Increased territory sales average 30% per year.
    5. Maintained and serviced all trading desks and obtained underwriting commitments.
    6. Build ongoing, solid relationships with external business partners in anticipation of ongoing business.
    7. Ensured the on-time delivery of all marketing material; followed up with exceptional customer service for future business.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma