Director, Internal Wholesaling

Our client is a globally backed financial services provider headquartered in Boston. They specialize in a comprehensive suite of wealth and protection solutions, including life insurance, retirement services, and asset management. What you will achieve in this role Lead and develop a high-performing, multi-tiered Sales Desk team, providing direct coaching and development to Internal Wholesalers and Sales Support Specialists to build a culture of accountability and collaboration. Translate distribution strategy into actionable Sales Desk plans, ensuring team priorities are closely aligned with broader business goals and regional sales initiatives. Drive proactive sales execution by overseeing opportunity identification, pipeline management, complex proposals, and conversion strategies to maximize distribution growth. Optimize service delivery across the end-to-end presales lifecycle - including inbound inquiries, case coordination, and product illustrations - by establishing clear service levels and quality standards. Champion operational excellence by refining staffing models, workflows, resource allocation, and performance metrics to increase organizational efficiency and scalability. Serve as a trusted advisor and key liaison within the broader sales leadership team, collaborating cross-functionally to provide critical insights that inform business planning and process enhancements. What you must bring to this role 5+ years of progressive management and sales leadership experience, with a proven track record of developing talent and managing complex, multi-tiered teams. 7+ years of experience in insurance, financial services, or a closely related wholesale distribution environment. Active state Life & Health insurance license. Bachelor’s degree or an equivalent combination of education and professional business experience. Strong subject matter expertise in Life and Annuities products. (Nice to have) Demonstrated capability in service operations, process optimization, and leading change across complex, cross-functional initiatives. Exceptional communication, decision-making, and stakeholder influence skills, with the ability to partner effectively across all levels of leadership. Only those who are qualified will be contacted. This posting is for an existing vacancy and is intended to fill a current open position. Additional Information Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements. We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team. How to Apply If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply. Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment. #J-18808-Ljbffr Robertson & Company Ltd.