What Does An Internal Wholesaler Do?

WHAT DOES AN INTERNAL WHOLESALER DO?

Published: Oct 30, 2025 - The Internal Wholesaler increases assets under management by attracting new investments and retaining existing clients through strategic phone and digital engagement. This role involves delivering tailored investment guidance, leveraging portfolio construction tools, and participating in sales campaigns that align market opportunities with client needs. The Wholesaler also collaborates with senior sales professionals to develop business plans, strengthen client relationships, and support firm-wide initiatives that drive growth and product adoption.

A Review of Professional Skills and Functions for Internal Wholesaler

1. Internal Wholesaler Responsibilities

Relationship Building: Engage directly with financial advisors to build strong relationships and generate interest in the company’s product offerings.
Advisor Outreach: Conduct proactive outreach to strengthen advisor engagement and identify new business opportunities.
Advisor Profiling: Profile advisors to understand their business models, client demographics, and long-term growth goals.
Product Recommendations: Provide tailored product recommendations designed to help advisors expand their practices and better serve their clients.
Product Presentation: Present key products and value-added resources clearly and persuasively to highlight their relevance and advantages.
Product Positioning: Emphasize differentiating factors that align with the advisor and client needs to position products effectively.
Sales Strategy: Develop and implement a strategic sales plan to maximize opportunities within the assigned territory.
Sales Efficiency: Ensure all outreach and sales activities are efficient, cost-effective, and consistent with territory objectives.
Prospect Development: Identify and qualify new prospects to expand the client base and drive sales growth.
Collaboration: Collaborate closely with the external sales partner to advance opportunities through to successful closure.
Sales Support: Deliver marketing materials, product literature, and analytical sales tools such as hypotheticals and performance reports to support the sales process.
CRM Management: Maintain ongoing communication with the external partner and document all activities, contacts, and progress accurately in the CRM system.

2. Internal Wholesaler Job Summary

Sales Support: Provide responsive sales support to inbound callers, including key distribution partners, financial advisors, and their staff.
Product Knowledge: Deliver accurate product information and assistance to strengthen advisor relationships.
Marketing Campaigns: Initiate and implement targeted marketing campaigns designed to engage key advisors.
Campaign Analysis: Track campaign results and adjust outreach strategies to maximize effectiveness.
Lead Qualification: Identify and qualify prospective advisors within the assigned territory.
Outbound Sales: Conduct proactive outbound sales calls to generate interest and drive new business.
Relationship Management: Build and maintain strong relationships with external wholesalers, assigned advisors, and distribution partners.
Team Collaboration: Collaborate with team members to coordinate communication and sales efforts.
Market Insights: Monitor the competitive landscape and share relevant insights with the regional team, Team Lead, and external wholesalers.
CRM Documentation: Accurately log advisor interactions, sales activities, and pipeline updates in Salesforce.
Record Maintenance: Maintain up-to-date records to support efficient follow-up and data-driven decision-making.

3. Internal Wholesaler Details

Territory Planning: Collaborate with the Regional Director to develop and execute a comprehensive territory business plan.
Sales Alignment: Align sales strategies with company objectives to maximize market penetration and revenue.
Brand Development: Partner with the Digital Media Marketing Director to design and implement effective branding campaigns.
Marketing Consistency: Ensure all marketing efforts consistently represent the firm’s image and value proposition.
Relationship Cultivation: Cultivate relationships with financial representatives through regular phone and email communication.
Inbound Response: Respond promptly to inbound sales and marketing calls with professionalism and product expertise.
Outbound Marketing: Initiate outbound marketing calls to broker-dealer firms to promote and sell company products.
Sales Presentations: Present compelling sales ideas, convey product information, and gather valuable marketing data.
Advisor Consultation: Consult with investment advisors to understand their specific needs and recommend suitable solutions.
Cross-Selling: Cross-sell products to expand relationships and drive additional business.
Value-Added Support: Provide investment professionals with value-added services, including hypothetical performance reports and research support.
Record Management: Maintain detailed records of all interactions to ensure strong follow-up and relationship development.

4. Internal Wholesaler Accountabilities

Partnership Management: Establish and maintain strong working relationships with Regional Vice Presidents to jointly increase the company’s mutual fund market share.
Sales Collaboration: Collaborate closely with RVPs to align sales strategies and maximize territory growth.
Sales Support: Deliver dedicated sales support through proactive outbound calls and web-based meetings.
Client Engagement: Engage advisors and clients with timely follow-ups to strengthen relationships and drive sales.
Activity Documentation: Accurately document all activities, including appointments, calls, and campaigns, using Transamerica’s internal systems.
Performance Tracking: Track progress on sales opportunities and maintain organized records for performance reporting.
Business Planning: Participate actively in creating and executing the territory’s business plan.
Strategic Feedback: Contribute insights and feedback to improve sales strategies and regional performance.
Cross-Functional Collaboration: Collaborate productively with cross-functional home office departments to ensure consistent service delivery.
Value Delivery: Deliver solutions that add measurable value to both representatives and clients.

5. Internal Wholesaler Duties

Outbound Sales: Generate new sales opportunities by conducting proactive outbound calls with financial advisors.
Inbound Response: Respond promptly to inbound inquiries to identify qualified prospects and strengthen existing relationships.
Sales Presentation: Present engaging sales ideas and effectively communicate the company’s value proposition to advisors.
Needs Assessment: Use strategic questioning to assess advisor needs and align appropriate product recommendations.
Advisor Education: Educate advisors on the key features and benefits of the company’s fund offerings.
Wholesaler Partnership: Partner with the regional external wholesaler to drive advisor engagement and increase overall sales performance.
Sales Coordination: Provide comprehensive sales support, including meeting scheduling, follow-ups, and coordination of ongoing opportunities.
CRM Management: Maintain an accurate and up-to-date contact management database to record activity, track interactions, and manage relationships.
Targeted Outreach: Develop targeted outreach campaigns designed to capitalize on specific territory opportunities.
Marketing Collaboration: Contribute to the creation and execution of marketing initiatives and business development plans.
Data Accuracy: Ensure all client and sales data is consistently updated to enable efficient and effective sales execution.

6. Internal Wholesaler Functions

Sales Relationships: Initiate and maintain strong sales and service relationships with external wholesalers to promote the firm’s mutual funds and drive territory growth.
Business Planning: Collaborate with the regional sales manager to develop annual business plans and implement targeted marketing strategies for specific financial advisors.
Lead Qualification: Profile and qualify new leads to identify and prioritize high-potential prospects for the external wholesaler.
Advisor Follow-Up: Conduct follow-up and thank-you calls after meetings to reinforce advisor relationships and maintain engagement.
Event Outreach: Support efforts to increase attendance at financial advisor and annual shareholder meetings through proactive outreach.
Literature Management: Manage mailings and literature requests generated from sales meetings promptly and accurately.
Appointment Coordination: Assist with scheduling advisor appointments, ensuring efficient coordination, follow-ups on pending meetings, and quick response to scheduling changes.
Sales Presentations: Deliver persuasive and organized telephone presentations to effectively communicate product value and firm strengths.
Client Retention: Follow up with existing and prospective clients consistently and professionally to strengthen relationships.
Outbound Communication: Execute outbound calls to provide updates on products, funds, and firm developments.
Action Planning: Prepare and execute a weekly action plan to structure and prioritize daily calling activities.
Relationship Building: Cultivate lasting relationships with producers and prospects through regular, meaningful phone interactions.
Feedback Communication: Relay valuable feedback and innovative sales ideas from financial advisors to the marketing team to enhance campaigns and outreach strategies.

7. Internal Wholesaler Job Description

Advisor Support: Provide specialized support and guidance to Financial Advisors and Sales Support staff.
Sales Assistance: Support Financial Advisors in every stage of the sales process, from client engagement to follow-up.
Product Education: Provide annuity product education to help advisors understand product features and benefits.
Case Design: Assist with case design and the preparation of tailored client proposals.
Competitive Analysis: Conduct competitive analysis to highlight product advantages and positioning.
Client Support: Participate in client calls to provide technical and sales support.
Market Campaigns: Contribute to the development and execution of targeted market campaigns.
Scheduling Coordination: Coordinate appointment scheduling for external wholesalers to optimize their field time.
Follow-Up Management: Manage follow-up communications to ensure smooth workflow and advisor satisfaction.
Phone Coverage: Provide phone coverage and responsive assistance for each region’s Financial Advisors.

8. Internal Wholesaler Overview

Demand Generation: Drive demand generation and contribute to company growth by developing and managing a strong sales pipeline.
Prospecting Strategy: Collaborate with the external wholesaler and marketing teams to design and implement effective prospecting strategies.
Lead Identification: Identify new financial professionals using key account lists, marketing leads, social media, referrals, and production data.
Advisor Outreach: Conduct proactive outreach to engage advisors and communicate the company’s value proposition, products, and competitive strengths.
Inbound Follow-Up: Follow up promptly on inbound inquiries from the website, events, and partner registrations to convert interest into opportunities.
Outbound Campaigns: Execute targeted outbound campaigns through email, LinkedIn, and other digital channels to expand reach and engagement.
Product Knowledge: Maintain a deep understanding of the company’s product offerings and their positioning within current market conditions.
Industry Awareness: Stay current on economic and industry trends to enhance conversations and provide relevant insights to financial professionals.
Performance Achievement: Achieve or exceed activity and production KPIs through consistent prospecting and relationship-building efforts.
Team Collaboration: Foster strong relationships with both field and home office teams to ensure alignment and mutual success.
Client Coordination: Coordinate with internal departments to deliver a seamless and professional experience for clients and partners.
CRM Management: Accurately record meeting notes, interactions, and producer information in the CRM system on time.

9. Internal Wholesaler Details and Accountabilities

Sales Mastery: Master every stage of the sales process to serve as a trusted and consultative business partner to clients.
Client Solutions: Build credibility by understanding client needs and delivering tailored solutions.
Territory Ownership: Take full ownership of the assigned region and remain accountable for its overall performance.
Growth Strategy: Drive growth through strategic planning, consistent follow-up, and strong relationship management.
Product Presentation: Develop and deliver compelling, customized pitches for each product offering.
Daily Execution: Create a structured daily plan and execute it efficiently to achieve or exceed sales targets.
Market Knowledge: Maintain comprehensive knowledge of broker-dealers, competitors, and capital market trends.
Industry Awareness: Stay current on industry developments to provide informed and value-added insights.
Calendar Management: Proactively coordinate and manage the field wholesaler’s calendar to ensure effective time management.
Professional Development: Set clear personal and professional development goals supported by actionable strategies.

10. Internal Wholesaler Tasks

Advisor Influence: Effectively influence and persuade financial advisors by clearly communicating the benefits of the company’s solutions.
Advisor Education: Educate advisors on how specific offerings can address their clients’ unique financial goals and circumstances.
Program Knowledge: Develop a comprehensive understanding of the managed portfolios program, including its structure and investment philosophy.
Product Communication: Confidently explain product features, performance drivers, and value propositions in a way that resonates with advisors.
Relationship Building: Build and strengthen long-term relationships through consistent phone, email, and written communication.
Presentation Delivery: Deliver engaging presentations that highlight product value and drive advisor participation and commitment.
Account Management: Profile and manage existing advisor relationships within assigned territories to ensure satisfaction and continued partnership.
Needs Alignment: Identify each advisor’s business objectives and client needs to align them with the most suitable solutions.
Product Integration: Collaborate closely with advisors to integrate products effectively into their practices.
Event Outreach: Make proactive outbound calls to encourage attendance at conferences, webinars, and regional events.
CRM Utilization: Utilize CRM and database tools to document activities, manage pipelines, and track advisor engagement.
Record Maintenance: Maintain detailed records of interactions, progress, and outcomes to support transparent reporting.
Cross-Functional Collaboration: Work cross-functionally with teams such as Support, Marketing, Key Accounts, and Investments to ensure seamless service and communication.

11. Internal Wholesaler Roles

Customer Experience: Create an exceptional customer experience by managing business from initial submission through final commission.
Process Management: Ensure all processes are handled efficiently, accurately, and with professionalism.
Producer Support: Provide a seamless experience for high-end producers by simplifying each stage of the sales journey.
Inquiry Response: Respond promptly to producer inquiries, case design requests, and illustration needs.
Strategic Solutions: Offer proactive alternative strategies and product designs that align with client objectives.
Internal Coordination: Oversee internal coordination between departments to support producers throughout the process.
Case Liaison: Act as a liaison to expedite case progress and ensure timely completion.
Pipeline Oversight: Maintain a detailed understanding of every case in the pipeline to anticipate needs and avoid delays.
Team Collaboration: Collaborate closely with case managers and underwriters to keep all parties informed.
Communication Management: Deliver clear, consistent communication and status updates to producers.
Compliance Monitoring: Monitor all documentation to ensure compliance and accuracy.

12. Internal Wholesaler Additional Details

Pre-Sale Support: Provide comprehensive pre-sale and marketing support for the company’s full range of products.
Client Solutions: Collaborate with agents and representatives to identify client life insurance needs and develop tailored solutions.
Product Recommendations: Recommend appropriate products and marketing strategies that align with client objectives.
Sales Growth: Work proactively to drive sales growth and strengthen relationships across business lines.
Performance Achievement: Meet and exceed established performance metrics, including inbound calls, outbound outreach, and engagement goals.
Client Engagement: Utilize each client or agent interaction as an opportunity to build trust and deliver added value.
Product Promotion: Promote the company’s products, services, and member benefits to enhance market awareness.
Market Positioning: Position offerings effectively to increase competitiveness and overall sales potential.
Wholesaler Partnership: Partner closely with external wholesalers to coordinate sales and marketing efforts.
Inquiry Response: Provide timely and accurate responses to inbound inquiries from agents and representatives.
Campaign Execution: Support the execution of sales campaigns and product promotions to maximize impact.
Business Collaboration: Contribute to achieving overall business objectives through consistent, high-quality service and collaboration.

13. Internal Wholesaler Essential Functions

Inbound Support: Handle inbound calls from registered agents to provide information, resolve inquiries, and assist with processes, products, and procedures.
Outbound Sales: Make outbound calls to low- and mid-producing agents in assigned territories to encourage increased sales activity.
Agent Engagement: Initiate outbound calls to newly licensed or recently trained agents to engage them in selling financial products.
Product Knowledge: Develop a strong understanding of finance, investments, and compliance to better explain packaged securities, variable life insurance, and broker-dealer services.
Territory Coordination: Coordinate territory coverage with senior sales support personnel and maintain ongoing communication about product positioning, marketing initiatives, and industry updates.
Continuous Learning: Stay current on company products, marketing strategies, and sales techniques through seminars and training sessions.
Activity Tracking: Record and track all calls, contacts, and sales progress using internal systems to ensure accurate reporting and timely follow-ups.
System Utilization: Utilize multiple computer systems to assist agents with account lookups, problem resolution, and record management.
Prospect Development: Help agents develop prospect lists and analyze client needs to identify suitable product solutions.
Sales Enablement: Research and share relevant sales ideas and strategies with registered agents to support their business growth.
Team Communication: Participate in staff meetings and conference calls to share updates, challenges, and successes from assigned territories.
Cross-Functional Collaboration: Collaborate with life marketing teams, mutual fund sponsors, and internal and external wholesalers to align sales programs and maintain consistent messaging.

14. Internal Wholesaler Role Purpose

Channel Relationship Management: Collaborate with external directors to establish and strengthen relationships across the wirehouse, independent broker-dealer, RIA, and bank channels.
Product Expertise: Develop comprehensive subject matter expertise on all company products and services.
Industry Awareness: Stay informed about the firm’s offerings, industry trends, and competitive landscape.
Proactive Sales: Execute proactive phone-based sales efforts using lead lists from CRM systems and strategic partner platforms.
Pipeline Management: Build and manage a robust pipeline of qualified prospects within the assigned territory, ensuring accurate tracking in the CRM.
Sales Support: Distribute sales literature and materials to support the sales process and deepen advisor relationships.
CRM Documentation: Maintain consistent communication with external directors and the intermediary team by logging all activities in the CRM system.
Sales Performance: Drive sales performance by conducting prospecting, follow-ups, and relationship-building calls.
Territory Representation: Represent the firm at one-on-one meetings and industry conferences within the assigned territory.

15. Internal Wholesaler General Responsibilities

Business Development: Develop new business opportunities by proactively engaging financial advisors through calls, emails, and virtual meetings.
Territory Support: Support the external wholesaler in territory sales by identifying qualified leads, scheduling meetings, managing follow-ups, maintaining the sales pipeline, and preparing product proposals.
Sales Conversion: Drive new opportunities through all stages of the sales process, ensuring timely follow-up and conversion.
Client Retention: Retain and grow existing assets by participating in relationship management initiatives and providing continuous client support.
Client Service: Deliver superior service by sharing product updates, firm insights, and identifying cross-selling opportunities that add value to client relationships.
Product Presentations: Conduct firm and product-specific presentations to communicate key offerings effectively to advisors and clients.
Project Collaboration: Collaborate on operational, sales, and marketing projects that align with team goals and business growth.
Product Knowledge: Maintain thorough product knowledge and stay informed about the full suite of investment solutions.
Market Insight: Keep up to date with capital market trends to deliver relevant insights and strengthen advisor relationships.
Firm Representation: Represent the firm at industry conferences, relationship meetings, and strategic events to expand visibility and engagement.

16. Internal Wholesaler Key Accountabilities

Sales Support: Serve as a key support resource for the external wholesaler and distribution partners to drive growth and engagement.
Financial Planning Integration: Promote the integration of income replacement planning within holistic financial strategies to highlight its importance in client financial wellness.
Product Sales: Increase disability insurance sales by recommending the company’s products while confidently supporting non-proprietary solutions when they best meet client needs.
Subject Matter Expertise: Establish credibility as a trusted disability insurance expert who helps financial professionals and advisors expand their business within an advice-based framework.
Strategic Collaboration: Collaborate with the external wholesaler, marketing team, and leadership to set strategic goals, create action plans, and ensure successful execution.
Business Understanding: Develop a strong understanding of the business models, structures, and key stakeholders across advisor networks.
Marketing Initiatives: Contribute to the creation of training, marketing, and promotional initiatives that strengthen product awareness and advisor capability.
Advisor Education: Educate financial professionals and advisors on how to effectively incorporate income replacement planning into their client discussions.
Inbound Support: Handle inbound calls to the sales desk, providing knowledgeable and timely support to financial professionals and advisors.

17. Internal Wholesaler Roles and Details

Sales Performance: Meet or exceed sales and activity goals established by leadership through consistent and strategic outreach.
Opportunity Development: Identify new opportunities and guide clients through the complete sales process, fostering advocacy for the company and building lasting relationships.
Partnership Collaboration: Collaborate with external partners to uncover and secure new assets, driving growth and business expansion.
Product Promotion: Promote the company’s investment products and services by delivering clear, targeted messages through prospecting calls, emails, and virtual communications.
Advisor Relationships: Develop and maintain strong relationships with advisors by understanding their business needs and effectively positioning the firm’s value-added solutions.
Sales Partnership: Work closely with the external sales executive to close new business opportunities and increase territory sales performance.
Client Engagement: Participate in client meetings and advisor events alongside the external sales partner to support relationship-building efforts.
Business Planning: Assist in developing and executing a strategic territory business plan designed to generate assets and expand market presence.
Market Knowledge: Gain a thorough understanding of capital markets, the investment management industry, and key market trends to serve as a trusted resource to advisors.
Consultative Selling: Assess client needs through thoughtful, consultative questioning and recommend suitable products and services, confidently closing business opportunities.
Organizational Contribution: Contribute to broader organizational initiatives and special projects, supporting overall corporate growth and strategic objectives.

18. Internal Wholesaler Responsibilities and Key Tasks

Outbound Sales: Initiate outbound sales calls and campaigns to effectively position and promote the company’s brand and solutions to retirement and wealth management professionals, including RIAs, broker-dealers, wirehouses, consultants, plan sponsors, foundations, endowments, and family offices.
Inbound Support: Respond to inbound client calls by providing accurate information, addressing support inquiries, and identifying new sales opportunities.
Consultative Selling: Apply a consultative sales approach to develop, nurture, and expand a client base that aligns with the company’s mission and core values.
Team Collaboration: Collaborate with team members by sharing insights, best practices, and ideas to improve overall performance and sales effectiveness.
CRM Management: Accurately update and maintain customer records in the CRM system to ensure data integrity and timely follow-up.
Customer Service: Deliver exceptional customer service by being responsive, knowledgeable, and trustworthy in all interactions.
Sales Process Management: Manage all stages of the sales process, from prospecting and lead qualification to post-sale relationship management and reporting.
Presentation Delivery: Conduct clear and engaging presentations in both in-person and virtual settings to communicate the company’s value proposition.
Professional Communication: Communicate with professionalism and precision in all written and verbal correspondence.
Relationship Building: Foster strong internal and external relationships built on trust, collaboration, and mutual respect.

19. Internal Wholesaler Duties and Roles

Agent Outreach: Make proactive outbound calls to agents to provide education on products, increase awareness, and promote the company’s value proposition and programs, to drive sales growth within the assigned territory.
Lead Qualification: Identify, qualify, and prioritize agents with strong potential for increased business in the annuity division.
Sales Targeting: Focus outreach efforts on high-impact agent groups to maximize sales opportunities and regional growth.
Relationship Management: Develop and maintain relationships with non-producing agents through consistent communication and promotion of company products and services.
Agent Recruitment: Recruit new agents across the region by following up on referrals, recruiting lists, direct inquiries, and potential partnerships with banks or broker-dealers.
Agent Support: Manage and support a group of agents within the region to increase case volume and strengthen engagement.
Inbound Response: Respond to inbound agent calls and leverage those interactions to uncover additional sales opportunities.
Case Design Support: Partner with agents on case design, product selection, and competitive positioning to enhance sales success.
Product Communication: Effectively communicate the company’s product advantages and overall market strength to influence producer decisions.
Product Knowledge: Maintain comprehensive knowledge of the annuity product portfolio and competitive landscape to position offerings effectively.
Market Reporting: Keep leadership informed on market developments, competitive changes, and strategic insights relevant to sales performance.
Team Collaboration: Participate in team meetings to share agent feedback, insights on product trends, and evaluate the effectiveness of marketing initiatives, incentives, and training programs.

20. Internal Wholesaler Roles and Responsibilities

Regional Collaboration: Collaborate within the assigned region or channel, partnering closely with sales and regional vice presidents to develop and execute strategic sales and marketing plans designed to achieve defined goals.
Strategic Communication: Clearly communicate the company’s strategy by presenting a compelling message about its strengths, values, culture, products, and services to drive growth and strengthen relationships with agents and MGAs.
Relationship Development: Build and maintain strong relationships with agents and MGA contacts through consistent outreach to enhance engagement, increase sales, and support business development.
Sales Execution: Execute all aspects of the sales process, assisting agents with business growth initiatives and contributing to regional sales performance.
Sales Support: Provide agents and MGAs with comprehensive sales support, including life case design, product consultation, and competitive product insights.
Product Positioning: Highlight the competitiveness of the company's products and leverage opportunities to reinforce the strength of the organization’s offerings.
Agent Recruitment: Lead recruiting efforts for the region by identifying prospects, managing contracting paperwork, and following up on leads, referrals, and broker-dealer contacts.
Onboarding Coordination: Coordinate onboarding for new agents and MGAs, offering training and guidance to ensure seamless integration into the company’s systems and processes.
Partner Evaluation: Use sales and marketing expertise to evaluate and rank agents and MGAs based on their potential for growth and placement.
Strategic Prioritization: Prioritize outreach strategically, focusing efforts on high-potential partners and markets to maximize impact.

21. Internal Wholesaler Job Summary

Agent Support: Respond promptly to inquiries from agents and MGAs, offering expert guidance on products, marketing materials, sales concepts, and illustrations.
Sales Presentations: Develop engaging sales presentations and deliver webinars or live sessions to support agents and MGAs in business growth efforts.
Campaign Collaboration: Collaborate with management to plan and execute targeted outbound campaigns, marketing initiatives, and messaging strategies.
Initiative Execution: Propose and implement regional sales and marketing initiatives, ensuring detailed follow-through and measurable outcomes.
CRM Management: Maintain detailed and accurate agent and MGA profiles in Salesforce, including business focus, product mix, and key relationships.
Team Engagement: Participate actively in team meetings, sharing insights, feedback, and recommendations on marketing campaigns, incentives, and training.
Training Support: Support the development and rollout of training programs for new products, materials, and company initiatives.
Sales Activity: Drive sales and recruiting activity across open regions by maintaining consistent contact with existing and prospective agents and MGAs.
Market Analysis: Monitor market conditions and share relevant insights and strategic recommendations with management to inform future planning.
Core Values: Uphold the company’s core values of Respect, Accountability, Integrity, and Openness in all professional interactions.
Attendance Reliability: Maintain consistent attendance and dependability in accordance with company policies to support business operations and service levels.

22. Internal Wholesaler Accountabilities

Asset Growth: Increase assets under management by attracting new investments and retaining existing client assets through phone and digital engagement.
Product Communication: Demonstrate how the company’s products and investment solutions address client needs and complement their business objectives.
Portfolio Guidance: Utilize portfolio construction tools and hypothetical scenarios to provide consultative guidance on portfolio design and opportunities.
Sales Campaigns: Participate in sales campaigns that leverage market developments and product opportunities to deliver value-added advice.
Client Relationships: Establish, maintain, and grow client relationships by providing investment insights, product education, best practices, and market perspectives.
Consultative Engagement: Engage with clients to understand their business models, investment strategies, and areas of concern to deliver tailored solutions.
Cross-Selling: Build internal relationships and develop knowledge of firm-specific processes to effectively position products and increase cross-line sales.
Operational Liaison: Act as a liaison for operational and service-related matters, coordinating with internal teams to ensure timely resolution.
Client Outreach: Support firm-wide initiatives by contributing to client outreach and relationship development efforts.
Firm Representation: Represent the company at industry conferences and events.
Professional Development: Participate in internal meetings and training sessions to deepen understanding of the product lineup and industry trends.
Sales Skill Development: Refine discovery and consultative selling skills under the guidance of the sales leadership team.
Coaching Participation: Engage in regular training and coaching calls with management to enhance sales effectiveness.
Industry Training: Complete industry training programs and develop public speaking skills through structured presentation training.
Territory Collaboration: Collaborate with senior sales professionals to support territory management and strategic planning.
Business Planning: Contribute to the creation and execution of territory business plans, using data and insights to identify and prioritize sales opportunities.
Strategy Optimization: Provide feedback on territory strategies and assist in optimizing approaches to client engagement.
Weekly Planning: Develop weekly plans that include scheduling appointments, making outbound calls, and following up on leads provided by the senior sales team.

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