Internal Wholesaler
Cyperus Group LLC
Internal Wholesaler | Financial Services Already licensed with your Series 7 63? Ready to launch a career in sales within asset management? If you're looking for more than a support role and want to become part of the revenue-driving side of the business, this is an outstanding opportunity to start your career in investment distribution. This is where successful External Wholesalers get their start. What You'll Be Doing: Partner directly with an experienced Regional Director to grow and develop a sales territory. Build relationships with financial advisors through proactive outbound calls. Present investment strategies with confidence and professionalism. Generate qualified sales opportunities and build pipeline Develop long-term advisor relationships through consistent follow-up. Track activity and sales progress within the CRM. Execute a daily call strategy in a fast-paced, metrics-driven environment Who Were Looking For: 1–3 years of financial services experience. Active FINRA Series 7 63 licenses required. And you should have... Strong communication skills and confidence on the phone - Competitive, resilient, and highly motivated to succeed - Organized, coachable, and eager to learn - Looking to build a long-term career in asset management sales. #J-18808-Ljbffr Cyperus Group LLC
$150k - $175k
...responsibilities include, but are not limited to:Partnering with external wholesalers to support business development efforts and drive sales... ...: Bachelor’s degree required2+ years of experience in an internal wholesaler, sales support or business development role within...SuggestedFull timeWork at office- ...industry trends, competitor activities, and regulatory changes affecting RIAs and alternative investments, providing insights to internal stakeholders to inform product development and marketing strategies. Maintain accurate records of sales activities, client interactions...SuggestedDaily paidPermanent employmentWork at office
- Cyperus Group LLC in New York is seeking an Internal Wholesaler to join our financial services distribution team. This role focuses on developing a sales territory within asset management and is ideal for someone ready to launch in revenue-driving sales. You'll work with...Suggested
$120k - $140k
Brookfield is looking for a Regional Consultant (Internal Wholesaler) in New York, responsible for sales and service to IBD partners. The role includes cultivating relationships and managing daily tasks while providing exceptional client service. Candidates should have...Suggested- ## Regional Consultant (Internal Wholesaler)Applylocations: New York, New Yorktime type: Full timeposted on: Posted 2 Days Agojob requisition id: R2051275**Location**Brookfield Place New York - 225 Liberty Street, Suite 3501**Business - Private Wealth**Brookfield is one...SuggestedTemporary workLocal areaWorldwide
- ...the most pressing portfolio challenges with innovative risk mitigation strategies in the marketplace. Toews is seeking an Internal wholesaler to drive new business, deepen financial advisor, RIA, partner relationships, and keep the territory running in lockstep with...Work at office
- ...day ago Be among the first 25 applicants Now Hiring: External Wholesaler - Northeast Territory AMS Financial Solutions Group is... ...drive production and strengthen partnerships Collaborate with internal sales teams to ensure consistent communication and support Qualifications...Immediate start
$80k
...Field Wholesaler Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD... ...Wirehouses) within the territory. Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and...Work at officeFlexible hours$125k
...licenses required (7 & 63)5+ years of field sales experience within mutual funds and/or ETF sales required as either a senior internal wholesaler, hybrid wholesaler or external wholesaler.Demonstrated record of selling success, achievement of sales goals in the financial...- Pacific Life Insurance Company is seeking a Field Wholesaler to cover the NY Metro Territory (Brooklyn/Bronx/Westchester). You will sell... ...relationships with financial professionals, collaborate with internal teams, and travel for face-to-face or virtual visits while introducing...
- Pacific Life is actively seeking a Field Wholesaler to cover the NY Metro Territory—Brooklyn/Bronx/Westchester. You will sell variable... ...financial professionals and broker-dealers. You’ll collaborate with Internal and Field Wholesaling teams, participate in regional meetings,...
- Senior External Wholesaler - Structured Products Location: Remote (U.S.) Compensation: Competitive base salary, plus variable compensation... ...relationships, delivering education, and partnering with internal teams to support sales growth. The ideal candidate brings proven...Remote work
$75k
...Investments is seeking a dynamic and results-driven External Wholesaler to represent our investment solutionsincluding mutual funds, separately... ...offerings, and industry trends. Collaborate with Internal Advisor Consultants and the broader sales team to drive sales...Local area$90k - $120k
...strategy, including receipt flow and reorder logic Work with Wholesale to shape channel-right assortments and support market... ...not limited to relevant experience, skills, qualifications, and internal compensation equity. This role may also be eligible for an...Seasonal workLive inLocal area- A financial services company is seeking an experienced External Wholesaler to support its agency distribution channel in the Northeast Territory. The role involves building relationships, promoting annuity products, and delivering presentations. Candidates should have...
- Pickle, Jam, & Salsa Kitchen ( is hiring motivated Remote Wholesalers to promote and sell our gourmet pickles, jams, salsas, BBQ sauces, and dressings. LOCATION: Remote / Local Events JOB TYPE: 1099 Contractor (PT or FT) PAY: 100% commission + wholesale pricing access...Remote jobFor contractorsLocal areaHome officeFlexible hours
- B2B Sales - US Expansion Advisor (Inbound to US) Join a mission-driven team transforming how international businesses expand into the U.S. At Foothold America, we empower global companies to grow and scale in the United States through expert-led, people and business services...Full timeRemote workWorldwide
- ...business funding options Collect and organize required business information and documentation Work with funding partners and internal teams to move deals through the process Follow up with prospects and manage your pipeline Negotiate and help structure...Hourly payFor contractors
- A leading financial services provider is looking for an External Wholesaler to join their team in the Pacific Northwest Region. This remote/hybrid role involves building relationships with financial professionals and managing territory sales goals. Ideal candidates will...Remote jobWork at office
$127.5k
...and pop culture as it specifically relates to the customer, in stores or wherever they are Drive customer insight strategy via the internal teams and external focus groups Product Responsible for executing the seasonal financial plan into a product assortment while...Full timeSeasonal workLocal areaFlexible hours- A gourmet food company is seeking motivated Remote Wholesalers to promote and sell gourmet products like pickles and salsas. This role offers flexibility in schedule and location, with unlimited earning potential through commission and wholesale pricing access. Candidates...Remote jobFlexible hours
- ...relationships. Candidates should have proficiency in B2B Sales, excellent communication skills, and a Bachelor’s degree. This position offers a chance to play a key role in supporting international clients throughout their U.S. market entry. #J-18808-Ljbffr Foothold AmericaRemote jobFull time
- ...stakeholders, including development of marketing & servicing materials, and measuring impact post launch Collaborate with key internal and external stakeholders (e.g., engineering, data, analytics, other product management teams, etc.) to deliver results as a cross...Full timeInternshipSummer internship
- ...individual to gain knowledge of the payments industry, as well as exposure to and insight from stakeholders across American Express. The intern should be a dynamic individual who can partner closely with their team and business partners. Key responsibilities include:...Full timeInternshipSummer internshipFlexible hours
$25.2 - $37.1 per hour
...as possible. About the Role: As a LOS (LiveOps) team member, you will execute on various standard operating procedures, utilizing internal tools to provide best in class support to our Customers, Merchants, and Dashers. Your work will keep a pulse on new and upcoming support...Hourly payWork at officeLocal areaRemote workFlexible hours$150k - $165k
...base salary will be determined by various individualized factors, including job-related knowledge, skills, experience, location, internal equity, as well as other objective business considerations. The annual base Pay Range for this position is $150,000-$165,000. This...Temporary workCasual workWork at officeRemote work- *Only applicants with LIFE WHOLESALING experience will be considered* The mission of the Vice President - Life Sales is to recruit and manage A-Level advisors to DMI with the ultimate goal of driving life sales. Essential Roles and Responsibilities: Convert warm advisor...Base plus commissionRemote work
- ProShares in New York seeks a senior wholesaler to promote ProShares Strategic ETFs across WH firms, Independent BD’s and RIA’s. The role involves segmenting territory, FA profiling and arranging meetings, leveraging in-depth market knowledge and advanced selling skills...
- ...Summary The Global Assistant Merchant supports the development of a commercially viable global assortment that meets the needs of international markets. This role partners closely with merchandising, design, and production teams and helps manage sell-in tools and product...Contract workFreelanceSeasonal workLocal area
$65k
...DEI is Everything Consistently react with urgency while comprehending overall strategy Talent Identify and regularly meet with an internal mentor Partner with leader to curate a career development plan and own the execution of actions Actively seek and take action on...Full timeTemporary workInternshipWork at officeLocal areaFlexible hours
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