Internal Wholesaler

Are you a passionate professional with a knack for building relationships and driving sales? Our client is seeking an energetic, goal-oriented Internal Wholesaler to join their dynamic team. In this pivotal role, you'll develop and implement strategic sales initiatives within your assigned territory, promoting our innovative retirement solutions and supporting financial advisors in achieving their business growth. If you're ready to make a meaningful impact in the insurance industry, thrive in a collaborative environment, and advance your career, don't miss this opportunity!

Take the next step in your career where your efforts truly make a difference. Apply today and join a company that values your growth, rewards your success, and fosters a vibrant, inclusive culture where you can thrive!

Work Model:

• Hybrid

What You Will Do:

• Partner with external wholesalers to identify and cultivate relationships with targeted broker-dealers and registered representatives
• Develop and execute comprehensive sales plans and marketing strategies to increase sales volume, market share, and brand visibility
• Conduct proactive calls and presentations to financial advisors, highlighting products and the value proposition
• Tailor solutions based on advisors' business practices, providing strategic advice to help them grow their assets
• Manage and nurture a robust pipeline of prospects, ensuring smooth progress through each stage of the sales process
• Provide exceptional customer service by resolving issues, offering product information, and supporting advisors' business needs
• Stay current on industry trends, investment strategies, and competitive landscape to offer relevant solutions
• Collaborate with internal teams to create impactful content and messaging for outreach efforts
• Maintain thorough knowledge of products, systems, and processes to optimize sales efficiency
• Track activities and outcomes using our tools to ensure consistent progress toward sales goals
• Participate in ongoing training and professional development to sharpen your skills and industry knowledge

What You Will Need to Be Successful:

• Proven success in sales, with strong prospecting, presentation, and relationship-building abilities
• Excellent communication skills, both verbal and written, with the ability to engage diverse audiences
• Strong organizational skills with the ability to manage multiple priorities and territories
• Knowledge of retirement and insurance products preferred
• Adept at using Microsoft Office Suite and CRM systems
• Ability to analyze data, interpret business periodicals, and adapt strategies accordingly
• Self-motivated, with a proactive approach to achieving targets and solving problems
• Professional maturity to interact effectively with financial advisors and internal teams
• Valid driver's license and willingness to travel up to 5% for client meetings and events
• Current Life & Health Insurance License or the ability to obtain within 45 days (preferred)
• Prior experience in financial services sales or support roles (preferred)
• Familiarity with marketing or sales support tools (preferred)
• Experience with virtual presentations and digital outreach strategies (preferred)
• Bachelor's degree in marketing, business administration, or a related field (preferred)
• Previous experience in sales support, customer service, or financial advisory roles (preferred)

Benefits Overview:

• Health insurance
• 401k
• PTO

Interested and qualified candidates can contact Abigail Kramer at (515) 225-7000 or email akramer@thepalmergroup.com.