EXTERNAL WHOLESALER RESUME EXAMPLE

Updated: Jun 13, 2025 - The External Wholesaler is adept at identifying customer needs through effective questioning and listening, adeptly managing and prioritizing multiple tasks in a dynamic environment. This role requires proficiency in preparing and delivering persuasive sales presentations, analyzing business processes for improvement opportunities, and operating essential office software. This position maintains professionalism, builds strong relationships across all organizational levels, and effectively balances independent and collaborative work to meet and exceed operational goals.

Tips for External Wholesaler Skills and Responsibilities on a Resume

1. External Wholesaler, Granite Financial Solutions, Springfield, IL

Job Summary:

  • Conduct prospecting activity by making proactive outbound phone calls, taking incoming calls, conducting webinars and presentations, providing product education, and any other business development activities deemed appropriate, both virtually and in-person.
  • Significantly increase annuity and other product sales by developing, maintaining, and deepening relationships with new and existing financial advisors, insurance agents, and insurance agencies.
  • Develop strategies related to agent acquisition, product disbursement, agent compensation structures, territory growth, referral opportunities, and more, for both new and existing clients.
  • Identify opportunities for new product development and present those concepts to both internal team and external insurance company partners.
  • Travel across the country to conduct in-person meetings, workshops, and networking with prospective agents.
  • Track and manage prospective agents within the company’s CRM, Salesforce.
  • Assist in the sales skill development of the company’s internal wholesaler team.
  • Develop and maintain relationships with insurance company partners.
  • Collaborate with marketing to create agent marketing strategies, educational materials, and presentations.
  • Demonstrate a deep understanding of product lines, features, and usage and articulate the same to agents and agencies.
  • Assist in leading the department and provide guidance in resource allocation and hiring decisions.


Skills on Resume: 

  • Prospecting (Hard Skills)
  • Sales Strategy (Hard Skills)
  • Relationship Management (Soft Skills)
  • Product Development (Hard Skills)
  • Presentation Skills (Soft Skills)
  • CRM Management (Hard Skills)
  • Training & Coaching (Soft Skills)
  • Collaboration (Soft Skills)

2. External Wholesaler, Summit Wealth Strategies, Rochester, MN

Job Summary:

  • Collaborate with licensed professionals to incorporate insurance and protection into client's financial plans.
  • Work in conjunction with the assigned internal support team 
  • Prospect, profile and manage assigned relationships within the region and generate revenue by phone canvassing, foot canvassing, vertical marketing, and developing referrals.
  • Focus on high-producing relationships to improve region retention and increase productivity
  • Provide concept and product education to relationships within the assigned region.
  • Conduct meetings, seminars and training workshops to current and prospective relationships 
  • Increase the knowledge of available product lines and describe the AIMCOR EIG value proposition.
  • Develop a business plan with sales leadership that details activities to be followed during the fiscal year and focuses on producing or exceeding the quota.
  • Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability
  • Maintain a constant focus on developing new relationships within the assigned region to foster sales growth, especially in key accounts
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)


Skills on Resume: 

  • Prospecting (Hard Skills)
  • Relationship Management (Soft Skills)
  • Product Knowledge (Hard Skills)
  • Training and Presentations (Soft Skills)
  • Sales Strategy (Hard Skills)
  • Business Planning (Hard Skills)
  • Technical Selling (Hard Skills)
  • Market Intelligence (Hard Skills)

3. External Wholesaler, Cedar Grove Investments, Charleston, WV

Job Summary:

  • Identifying the needs of customers through effective questioning and listening techniques.
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
  • Analyzing business processes and identifying process improvement opportunities.
  • Operated standard office equipment and used required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
  • Represent the company in a highly professional manner.
  • Organize, prioritize, and manage tasks and projects to complete work efficiently.
  • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
  • Develop and maintain effective working relationships with team members, internal partners, and external parties.
  • Assimilate and prioritize strategies into operational guidelines.
  • Work independently as well as collaboratively within a team environment.
  • Establish clear directions and priorities.


Skills on Resume: 

  • Customer Needs Analysis (Hard Skills)
  • Time Management (Soft Skills)
  • Sales Presentations (Hard Skills)
  • Process Improvement (Hard Skills)
  • Office Software (Hard Skills)
  • Professionalism (Soft Skills)
  • Communication (Soft Skills)
  • Relationship Building (Soft Skills)