Internal Wholesaler Resume Sample
Alvina Heidenreich
3168 Weber Turnpike,
Boston,
MA
+1 (555) 623 4848
Work Experience
Associate Internal Wholesaler
10/2017
-
PRESENT
Chicago, IL
- Works closely with external wholesaler to develop and execute an appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle
- Develops relationships with Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business
- Makes proactive outbound calls to new potential representatives, critical contacts from other organizations including Field Specialists of top Broker/Dealers, to investigate potential sales and market CLS products and services
- Schedules quality appointments weekly for external wholesaler to meet with producing or potentially producing Registered Investment Advisors (RIAs)
- Receives incoming calls via sales queue and answers questions accurately and professionally regarding CLS offerings, sales, information, and prospects
- Follow-ups on Wholesaler appointments, conference leads and referrals of qualified representatives to uncover business opportunities and accelerate sales process
- Provides website tours to RIAs to market and promote company products and services
- Assists RIA in analyzing information regarding their client's financial information and history to recommend and determine appropriate investment strategies to meet their needs
- Serves as a product expert on CLS client-specific asset allocation portfolio solutions, keeping RIAs apprised of market and product changes, and enhancements
Internal Wholesaler
12/2013
-
07/2017
New York, NY
- Work experience in Investment Industry
- FINRA series 6, 63 licenses
- Monitor product competitiveness and participate in product enhancement and design teams. Work with other product line managers, division personnel, and other areas within the Company to enhance products and services
- Provide service and support for distribution channels as directed, developing presentations and training for prospects and distribution representatives, responding to questions pertaining to product or processes, providing appropriate offers, and negotiating changes
- Coordinate and monitor distribution channel activities setting up and assisting them in meeting performance standards and profit goals, and providing guidance on marketing Company products. Manage personal travel and entertainment expenses to budget. Maintain and execute processes to solicit new business and contribute to the attainment of sales and financial goals
- Coordinate installation and conversion of qualified and non-qualified retirement plans. Work effectively with service areas (internal and external) to execute joint processes to ensure seamless installation and conversion. Monitor processes related to all assigned areas, establish goals, and track progress toward the attainment of such goals
- Develop and maintain current knowledge of Mutual of Omaha's and United of Omaha's products, policies and services
Annuities Internal Wholesaler
12/2010
-
08/2013
Los Angeles, CA
- Two years of experience in sales or servicing within the financial services industry
- Obtain Series 6 license within 90 days of employment (or move current Series 6 over to our Broker Dealer)
- Experience and/or strong ability with financial products and services, and familiarity with various distribution channels
- Work in a sales environment with accountability of set goals
- Strong organizational skills, problem solving, analytical and negotiation skills
- Strong communication and interpersonal skills with the ability to handle complicated situations with a positive approach
- Communicate positively and effectively with internal and external customers
Education
University of New Hampshire at Manchester
2006 - 2010
Bachelor's Degree in Business
Professional Skills
- Strong analytical, organisational and planning skills, proven ability to prioritize effectively
- Strong presentation skills as well as excellent communication skills
- Advanced computer skills: multiple screen navigation, multi-tasking, accurate keyboarding skills (quick 35 wpm), Microsoft Office
- Effectively demonstrate self-management and relationship management skills at all levels
- Proficient keyboarding skills with ability to multi task between multiple computer applications while effectively managing a telephone conversation
- Comfortable developing and maintaining relationships over the phone with strong spoken and written communication skills
- Excellent written and verbal communication, problem solving, organizational and relationship building skills required
How to write Internal Wholesaler Resume
Internal Wholesaler role is responsible for computer, relationship, presentation, telephone, building, microsoft, interpersonal, electronic, listening, etiquette.
To write great resume for internal wholesaler job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Internal Wholesaler Resume
The section contact information is important in your internal wholesaler resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Internal Wholesaler Resume
The section work experience is an essential part of your internal wholesaler resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous internal wholesaler responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular internal wholesaler position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Internal Wholesaler resume experience can include:
- Demonstrated effective training and presentation skills - electronic and face-to-face
- Work under pressure with excellent problem solving skills
- Proven relationship building and management skills
- Excellent computer skills including Microsoft Word, Excel, Powerpoint and Outlook
- Effective telemarketing skills
- Strong computer skills: MS Word, Excel, and PowerPoint
Education on an Internal Wholesaler Resume
Make sure to make education a priority on your internal wholesaler resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your internal wholesaler experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Internal Wholesaler Resume
When listing skills on your internal wholesaler resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical internal wholesaler skills:
- Exceptional verbal and written communication skills Solid MS Office skills, including: Word, Excel, and Outlook
- Superior written and verbal communication skills; effective written and listening skills
- Creative problem solving skills; able to effectively coordinate projects independently
- Strong sales ability along with effective telephone and customer relationship building skills
- Solid planning, writing, presentation skills, and client-service focus
- Excellent communication building skills
List of Typical Experience For an Internal Wholesaler Resume
1
Experience For Internal Wholesaler Consultant for Financial Services Resume
- Proven strong knowledge of LLIC's illustration system and ability to train advisors and PPGAs on this system. Strong knowledge of Company software
- Good communication skills in English, Hindi and Malayalam/Bengali
- Demonstrated communication skills (email, written memos, telephone, voicemail, etc)
- Demonstrated presentation skills within a work environment
- Proven telemarketing/telephone skills
- Strong customer service skills combined with sense of urgency
2
Experience For Annuities Internal Wholesaler Resume
- Proven examples from work experience on identifying complex issues, quantifying the issues and providing creative resolutions to solve
- Prior sales experience, including cross selling, in the retirement plan/investment industry
- Persuasive written and oral communication, including telephone skills
- Proven experience involving customer service
- Effectively use databases to create, maintain and manage financial advisor profiles and contact history
3
Experience For Associate Internal Wholesaler Resume
- Strong telephone presence and proven ability to influence
- Strong results-oriented focus, strong work ethic and positive attitude
- Ablility to work effectively in a team environment and multi-task projects
- Spanish Language Skills required (professionally written and spoken)
- Demonstrated working knowledge of LEAP and MoneyTrax, BOY or other selling systems as utilized by Lafayette Life
- Proven provide examples of handling difficult situations while maintaining high volumes of work
- Develops and maintains a good understanding of TIAA’s competitors within the territory and addresses response strategies
- Effective at building relationships that generate results
4
Experience For Internal Wholesaler, Wealth Management Resume
- Sales and/or marketing experience, preferably within financial services
- Experience in marketing and sales, preferably in the insurance industry
- Good working knowledge of software systems used (office and administration systems)
- Review submitted applications prior to submission to New Business for accuracy
- Demonstrated use of discretion and judgment when dealing with financial professionals, end clients, and matters of privacy
5
Experience For Global Liquidity Solutions Internal Wholesaler Resume
- Demonstrates initiative, creativity and resourcefulness
- Deliver effective presentations to promote CG Canada products, services and competitive advantages
- 401K related experience required
- Proven ability to meet and exceed goals, deadlines and performance expectations
- Combined Life industry experience
- Watch recent hires describe their experiences at Prudential in this short video
- Aptitude for technological advancements as a way to improve efficiencies and effectiveness
- Sales call center or financial industry experience
6
Experience For Annuity Internal Wholesaler / Sales Desk Resume
- Equivalent sales and service experience
- Brokerage industry experience
- Experience in sales and client service roles
- Fixed income and structured products experience
- Experience in the financial services industry
- Previous experience in a sales environment within the financial services industry is required, ideally within an asset management organisation
- Strong customer service focus with the ability to be flexible to client needs
- Preferable to have at least 1 to 2 years Industry experience (Freshers ac also apply)
- Your genuine interest in people, competitive drive and strong work ethic
7
Experience For Associate, Internal Wholesaler Resume
- Excellent ability to communicate complex product related sales concepts
- Entrepreneurial instinct with strong work ethic
- Possess a strong desire to win
- Sales experience preferable
- Internal sales experience preferable
- Develops effective business sales plans and determines action to deliver them
8
Experience For Internal Wholesaler Associate Resume
- Related proactive sales experience
- Experience in financial services, preferably in Retirement
- Two to five years of sales and marketing experience
- Experience within financial brokerage or investment management
- Experience of telephone sales is preferable
- Previous experience in the financial services industry required
9
Experience For Internal Wholesaler National Accounts Resume
- Related experience in the financial services industry
- Industry experience
- Strong capital markets and insurance knowledge
- Education, experience and/or proficiency in Sales, Customer Service, Financial Services required
- Working with virtual wholesaler to coordinate all regional marketing support and servicing, including Web-Ex Presentations
- Training that integrates formal classroom training, on-the-job mentorship and web based training
- Executing marketing campaigns to drive sales within the territory
- Creating and sending case specific illustrations on AIG annuities
10
Experience For Internal Wholesaler / Regional Consultant Resume
- Partnering with an external wealth management wholesaler to build and strengthen existing advisor relationships
- Attending various sales meetings and training sessions
- Operating standard office equipment and using required software applications to produce correspondence, reports,
- Educating producers and prospects on the investment solution, updating them on portfolio developments and current offerings
- Scheduling and organizing regional client seminars for advisors’ clients
- Scheduling and hosting advisor and client conference calls
List of Typical Skills For an Internal Wholesaler Resume
1
Skills For Internal Wholesaler Consultant for Financial Services Resume
- Demonstrate excellent listening skills to better assess a representatives needs and determine the type of sales support necessary to accomplish the objective
- Strong computer skills, including Microsoft Outlook, Excel, and Word
- Good communication skills – Fluent in English, Hindi and Punjabi
- Managing & organizing their daily tasks effectively to achieve productivity metrics in a way that best supports advisors and the region
- Comprehensive onboarding program and ongoing training, focused on skills development
- Receive regular coaching and feedback for improvement related to sales and business writing skills from supervisor and team members
- Continually strive to improve knowledge base, selling skills and overall understanding of the financial services industry
2
Skills For Annuities Internal Wholesaler Resume
- Proven strong problem solving
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with
- Effectively market Producers Choice Network and show resilience through the prospecting process
- Ability for independent decision making skills
- Discretion, judgment and listening skills
- Strong public speaking with the ability to plan, organize, develop and deliver effective presentations to a targeted audience
- Well developed problem solving and analytical skills, and the ability to absorb and diffuse customer emotions
- Demonstrate solid fund and product knowledge (including competitor funds)
- Learn and understand differences of key firm platforms and how FTI products are positioned to effectively sell within the territory
3
Skills For Associate Internal Wholesaler Resume
- Proven ability to prioritize the many demands of the role with attention to detail and the ability to multi-task
- Interpersonal and written communication skills are required to communicate complicated financial concepts in a manner a client can understand and appreciate
- Deliver presentations effectively to FAs, Branch Associates and clients
- The ability to successfully create processes that can be effectively implemented within that structure
- Demonstrated ability to support Advice the Thrivent Way including the use of all financial planning tools and experience writing written recommendations
- Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc
4
Skills For Internal Wholesaler, Wealth Management Resume
- Intermediate level personal computer skills including electronic mail, work processing, spreadsheet, graphics,
- Effectively instruct and motivate others
- Effectively manage a territory rotation
- Strong interest/understanding of financial products, services and financial planning concepts (investments, retirement planning, estate planning, etc.)
- Make sound business decisions in terms of prioritizing and managing workload to ensure completion
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced
- Proven sales acumen, business development and prospecting aptitude
5
Skills For Global Liquidity Solutions Internal Wholesaler Resume
- Strong knowledge of MS Office, illustrations, internet, electronic marketing
- Strong working knowledge of Microsoft Office applications (Excel, Outlook, PowerPoint and Word)
- Self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
- Effective project management & coordination
- Strong investment background, preferably in Annuities and/or Mutual Funds
- Successful sales and/or sales support experience
- Experience working within the RIA marketplace and an understanding of fee-based and fee-only business models
- Strong customer service focus. Ability to be flexible with client needs dictating required focus
6
Skills For Annuity Internal Wholesaler / Sales Desk Resume
- Experience in financial services industry, financial sales or financial wholesaling
- Strong working knowledge of Microsoft Outlook, Word, PowerPoint, Salesforce and Excel
- Proven to be adaptable in an ever-changing industry
- Buildand cultivate strong working relationships in a cross channel environment
- Sales support or direct selling experience
7
Skills For Associate, Internal Wholesaler Resume
- Sales/marketing experience
- Treat the FA's as your client's, by providing excellent service as the subject matter expert
- Excellent understanding of the wealth management business
- Extensive fixed income and structured products knowledge.- Experience with financial planning
- Any equivalent combination of experience, education, and/or training as
- Demonstrate mastery of iShares core product offering and proficiency in broader BlackRock solutions
- Equivalent sales or service experience
8
Skills For Internal Wholesaler Associate Resume
- Financial related work experience
- Sales experience within an Asset Management organisation
- Experience within an asset management organisation or similar, is essential
- Financial services industry experience
- Possess strong self-motivation and be results driven to reach set activity and sales goals
- Strong aptitude to influence others and drive proactive future activity
- Demonstrated commitment to resiliency, perseverance, and positivity
9
Skills For Internal Wholesaler National Accounts Resume
- Financial services sales experience preferable
- Exceptional sales and customer service orientation with at least 3 years of polished B2B Phone Sales experiences
- Experience in the Financial Services/ Insurance Industry
- Equivalent sales and service experience desirable
- Preferable to have at least 1 to 2 years Industry experience
- One to Three years equivalent sales or service experience and/or outbound call environment
- Experience of Database Management is preferable
- Education, experience and/or proficiency in: Defined Contribution plans, Sales, Relationship Management and Case Administration
- At least two to three years of financial sales or customer service work experience necessary
10
Skills For Internal Wholesaler / Regional Consultant Resume
- Strive to enhance the consumer buying experience and generates a competitive advantage for our Distribution team
- Related sales/marketing experience
- Experience in financial services industry, financial sales or financial wholesaling
- FINRA Series 7 and 63 licenses in good standing
- Experience in sales, sales support or marketing, preferably within the Wealth Management, Asset Management or Capital Markets business group
- Experience in mutual fund or brokerage industry
- Strong leadership aptitude
- Demonstrated knowledge of more complex annuity and industry-related concepts
- Demonstrates flexibility & adapts to change quickly
List of Typical Responsibilities For an Internal Wholesaler Resume
1
Responsibilities For Internal Wholesaler Consultant for Financial Services Resume
- Demonstrate thorough knowledge of life insurance products, services and programs to effectively position Transamerica products
- Strong presentation,communication,and organization skills required
- Good computer skills, including Microsoft PowerPoint, Excel, and Word
- Understands the retirement services industry and effectively communicates the Lincoln Alliance and Director Program within it
- Effectively position Voya’s products within the market space served
- Develop and enhance personal industry and product knowledge to effectively communicate and build credibility with agents
- Proven strong knowledge of life insurance and annuities
2
Responsibilities For Annuities Internal Wholesaler Resume
- Engage cross-team resources to bring quick and effective resolution to sales and client-related service issues
- Experience within an asset management organisation or similar
- Experience in mutual fund or brokerage industry required
- Deliver effective presentations to promote American Funds products, services and competitive advantages
- One year of sales or financial services industry experience
- Strong computer knowledge (Microsoft Office Suite)
- Experience in a sales capacity with a Financial Services firm
3
Responsibilities For Associate Internal Wholesaler Resume
- Extensive financial industry knowledge, preferably with a strong Mutual Fund and Separately Managed Accounts product background
- Series 6 License or the ability to obtain prior to hire
- Uccessful sales experience
- Previous experience with life and/or annuity illustration software
- Respond to advisor inbound calls and provide effective product and sales support
- Solid knowledge of LLIC's service functions to include contract and licensing, new business and customer service functions
4
Responsibilities For Internal Wholesaler, Wealth Management Resume
- Understanding and teaching of the Thrivent Financial Sales Process and how our products and supporting concepts layer into the process
- Prospecting for new business opportunities with Financial Advisors currently not utilizing Eaton Vance products
- Understanding the advisors book of business (goals, targets, expectations, needs) while uncovering opportunities to recommend our products
- Providing sales strategies, concepts, marketing ideas and support
- Learning about a wide range of investment products including bonds, mutual funds, stocks and annuities
- Monitoring of Sales Metrics – MIS, Mathematics of Retail, marketing material Budgets, Activities, Call Reports, etc
- Promoting the programs developed specifically for the assigned channel; and
5
Responsibilities For Global Liquidity Solutions Internal Wholesaler Resume
- Reinforcing the division’s competitive advantage within the assigned channels
- Working knowledge of industry competitors, investment vehicles, financial markets and economic data
- Making proactive sales calls to educate financial advisors on AIG’s annuity products
- Responding to calls and questions about AIG’s product offerings
- Corresponding via email to financial advisors, external wholesalers, and other internal departments
- Responding to inbound Product and Sales calls
6
Responsibilities For Annuity Internal Wholesaler / Sales Desk Resume
- Planning road shows with External Wholesalers
- Working knowledge of 401K product and other retirement plan products
- Profiling contacts in order to uncover needs and recommend appropriate solutions
- Being part of a successful, growth oriented/ results driven culture
- Scheduling the territory external wholesaler with producers, warm and hot prospects, and home offices as appropriate
- Facilitating customer service for producers in the region in conjunction with the Customer Service Department
7
Responsibilities For Associate, Internal Wholesaler Resume
- Becoming knowledgeable about investment strategies and their tax rules
- Planning road shows with EW's
- Running the designated relationships with a sales agenda, especially SIPs
- Managing/Updation of database of contacts in territory vide Talisma
- Trading reports review
8
Responsibilities For Internal Wholesaler Associate Resume
- Engaging in proactive wholesaling activities (Outbound calls, Webinars, Email updates and Regional meetings)
- Maintaining ongoing regular contact with current producers and segmented prospects
- Following up on all appointments, seminars, inbound inquiries, and conference leads
- A variety of training methods that include: classroom training, e-learning, self-study and public speaking training
- Maintain expertise in Satuit; while providing initial training and support of the CRM software for the Sales & Marketing teams
9
Responsibilities For Internal Wholesaler National Accounts Resume
- Provide the sales team with territory support in setting up meetings, researching and preparing for meetings (prep packs) and follow-up on meetings
- Support Managing Directors with scheduling and preparing for in-office visits with RIAs and financial intermediaries
- Experiencing selling and/or servicing mutual funds/annuities
- Support Senior Internal Wholesalers by assisting with case work, running illustrations, and preparing sales materials
- Make independent decisions, with little supervision whilst working with integrity and focusing on delivering quality results
- Outbound business development/ prospecting calls to advisors in the region, including prospecting Hot Lists and known Top Producers
- Manage supporting marketing collateral
10
Responsibilities For Internal Wholesaler / Regional Consultant Resume
- Distributes marketing ideas and presentations based on distribution profiles and marketing strategies
- Participates in new and existing product and sales training to enhance performance and career development
- Provides a high level of service, product, and industry awareness to incoming territory calls while proactively leveraging sales avenues
- Provides electronic and in the field support for all the RSVPs/PPGAs by engaging in the following
- Provide sales and marketing support including the development and implementation of phone and email campaigns
- Respond to inquiries from producers regarding products and administrative processes, including, but not limited to, the sales process
- Provide agent training and continuing education as required
- Periodically running email campaigns in conjunction with National Marketing Department as needed
- Participates in and delivers new and existing product and sales training to enhance performance and career development
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