External Wholesaler job description
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What does a External Wholesaler do?
The External Wholesaler plays a vital role in expanding the company's market presence by building and maintaining relationships with financial advisors and institutional clients. This position drives revenue growth through effective distribution of investment products and strategic sales initiatives.
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What are the Key Responsibilities of External Wholesaler
- Develop and execute territory sales strategies to achieve sales targets.
- Build and maintain strong relationships with financial advisors and institutional clients.
- Present investment products and educate clients on their features and benefits.
- Provide market insights and product information to support clients' sales efforts.
- Collaborate with internal partners to create and implement strategic marketing campaigns.
- Monitor competitor activities and market trends to identify opportunities.
- Attend industry conferences and events to network and promote products.
What are the Skills and Requirements for a External Wholesaler?
- Strong understanding of investment products and financial markets.
- Proficient in CRM software such as Salesforce.
- Excellent communication and presentation skills.
- Ability to build and maintain professional relationships.
- Strong analytical and strategic thinking skills.
What are the KPIs to track for External Wholesaler?
The External Wholesaler’s performance is evaluated on the achievement of sales targets, the expansion of the advisor network, and the successful promotion of products leading to increased market penetration and client engagement.
Sales Targets
Achievement or surpassing of territory sales targets.
Advisor Network Expansion
Increase in the number of active financial advisor relationships.
Market Penetration
Enhanced product presence in target markets.
Reports to
Regional Sales Manager
Collaborates with
Internal Sales Team, Marketing Department
Leads
None (Individual Contributor)
Are any specific tools or software required for the External Wholesaler role?
- Salesforce
- Microsoft Office Suite
What is the qualification of External Wholesaler?
Bachelor's degree in Finance, Business, or a related field, with 3-5 years of experience in financial product wholesaling or a similar sales role.
