EXTERNAL WHOLESALER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 13, 2025 - The External Wholesaler boasts robust relationships with prominent RIA firms and trust banks, underpinned by outstanding written and verbal communication skills. This role demands a highly self-motivated professional with a knack for explaining complex concepts clearly, influencing stakeholders effectively, and driving results with assertiveness and professionalism. This position excels in relationship building, conflict resolution, and delivering compelling presentations, leveraging deep industry knowledge and analytical prowess to enhance business processes.

Essential Hard and Soft Skills for a Standout External Wholesaler Resume
  • Prospecting
  • Sales Strategy
  • Product Development
  • CRM Management
  • Product Knowledge
  • Technical Selling
  • Business Planning
  • Market Intelligence
  • Sales Presentations
  • Process Improvement
  • Relationship Management
  • Presentation Skills
  • Training & Coaching
  • Collaboration
  • Time Management
  • Professionalism
  • Communication
  • Relationship Building

Summary of External Wholesaler Knowledge and Qualifications on Resume

1. BA in Communications with 6 years of Experience

  • Effective interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills
  • Ability to prioritize and accomplish multiple tasks simultaneously
  • Capable of working independently as well as in a team environment
  • Ability to work in a self-directed fashion
  • Experience with PC's in a Windows environment
  • Ability to quickly build rapport and trust in face-to-face client presentations
  • Exceptional presentation skills
  • Disciplined approach to the sales process

2. BS in Business Management with 5 years of Experience

  • Experience wholesaling with significant relationships at large RIA firms and trust banks.
  • Excellent written and verbal communication skills. 
  • Ability to explain complex concepts and articulate the rationale for decisions.
  • Strong interpersonal and relationship-building skills.
  • High degree of self-motivation and professionalism, with a confident, assertive style and tenacity to deliver results.
  • Strong ability to influence both internal and external stakeholders.
  • Excellent relationship building and conflict resolution skills.
  • Understands key business drivers and uses knowledge of best practices and the competition to improve processes and procedures
  • Strong interpersonal, communication, analytical, organizational and selling skills.
  • Strong presentation skills.

3. BA in Public Relations with 6 years of Experience

  • Experience selling mutual funds
  • Strong knowledge of capital markets
  • A results-oriented and extremely organized individual who can work alone or as part of a small team to drive business results
  • A self-starter and manages time efficiently and effectively
  • Work in a rapid and fast-paced environment
  • Excellent oral and written communicator
  • Experience selling fixed income and/or alternative products
  • Demonstrate sales skills and a strong track record of sales achievement
  • Effective interpersonal and written communication skills
  • Proven track record of progressive sales quota attainment
  • Ability to proactively and positively accomplish multiple tasks simultaneously
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