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401K Wholesaler Jobs (NOW HIRING)

Corebridgefinancial

Internal Wholesaler

Houston, TX · Hybrid

Together with the external wholesaler this position is responsible for developing new and ... In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching ...

Focus Financial Partners

Hybrid Wholesaler

Stamford, CT · On-site

$85K - $90K/yr

The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining ... 401(k). Please note that the job title is subject to change based on the selected candidate ...

Corebridge Financial

Internal Wholesaler

Houston, TX · On-site

Together with the external wholesaler this position is responsible for developing new and ... In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching ...

Potomac

Internal Wholesaler

Bethesda, MD · On-site

$80K - $110K/yr

Summary As an Internal Wholesaler, you'll partner with our external wholesalers, playing a key role ... Health savings account option * 401(k) & other retirement benefits * Paid maternity leave * Paid ...

Manulife

$80K - $138K/yr

We are seeking an External Wholesaler to drive sales by deepening relationships with existing ... We also offer eligible employees various retirement savings plans (including pension/401(k) savings ...

Focus Financial Partners

Hybrid Wholesaler

Stamford, CT · Hybrid

$85K - $90K/yr

The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining ... 401(k). Please note that the job title is subject to change based on the selected candidate ...

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401K Wholesaler information

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How much do 401k wholesaler jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for 401k wholesaler in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What is a 401k wholesaler?

A 401K Wholesaler is a financial services professional who works for investment or retirement plan providers and is responsible for promoting and selling 401K retirement plan products to financial advisors, brokers, and other intermediaries. Rather than selling directly to employers or individual investors, they build and maintain relationships with these intermediaries, providing them with product information, training, and support. Their goal is to increase the distribution and adoption of their firm's 401K products within the advisor community.

What are the key skills and qualifications needed to thrive as a 401k wholesaler, and why are they important?

To thrive as a 401K Wholesaler, you need in-depth knowledge of retirement plan products, sales expertise, and a bachelor's degree—often in finance or business. Familiarity with CRM systems, financial software, and industry certifications such as FINRA Series 6 or 63 is typically required. Exceptional relationship-building, presentation, and negotiation skills help you connect with financial advisors and drive sales growth. These abilities are critical for establishing trust, meeting sales targets, and providing effective retirement solutions in a highly competitive marketplace.

What are the typical challenges faced by a 401k wholesaler when building relationships with financial advisors?

One of the primary challenges for a 401K Wholesaler is differentiating their retirement plan offerings in a highly competitive market. Building trust with financial advisors requires a deep understanding of plan features, regulations, and the unique needs of each advisor's clientele. Wholesalers must consistently provide valuable insights, timely support, and personalized solutions, often while managing a large territory and balancing travel demands. Effective communication and follow-up are crucial to maintaining long-term relationships and meeting sales goals.
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401K Wholesaler jobs near you
Infographic showing various 401K Wholesaler job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 15% Part Time, and 12% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

UIT Internal Wholesaler

Parsippany, NJ • On-site

Hennion & Walsh Inc
Finance and Insurance • 51 - 200 employees
Learn more about Hennion & Walsh Incexternal

$50K/yr

Full-time

Medical, Dental, Retirement

Posted 9 days ago

Job description

If you are of highly motivated character and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you.

Overview

Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies.

We are searching for a highly talented and motivated individual to join our dynamic work force as an Internal Wholesaler. The ideal candidate will have strong communication skills, passion for the financial industry, demonstrate ability to learn, and possesses organizational skills. The candidate will work with our team of internal wholesalers, and support an External Wholesaler in the effort to drive territory sales.

Opportunity

  • Make outbound telephone sales calls to third party distributors within regions to build rapport and promote financial products
  • Increase market penetration by setting appointments for the External Wholesaler
  • Delivering product updates and proactively cultivating leads for new products
  • Respond to inbound sales inquiries, literature requests, and service issues
  • Work in coordination with the External Wholesaler to achieve regional sales goals and retain assets
  • Resolve any operational issues as they relate to clients of the assigned territory

Qualifications

  • Bachelor’s degree required
  • Series 7 and 63 required
  • 1 year of sales experience preferred
  • Team oriented and individually driven
  • Dedicated to producing results

Benefits

  • Competitive compensation
  • Open and supportive team-based environment
  • Full medical and dental benefits
  • 401(k) plan with company match


The base salary range for this trainee position is $50,000.00 per year, plus variable compensation. Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

SmartTrust® is a division of Hennion & Walsh Inc. Member FINRA, SIPC

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