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External Financial Wholesaler Jobs (NOW HIRING)

Corebridge Financial

Internal Wholesaler

Houston, TX · On-site

The internal wholesaler will work with an external wholesaler as a business development resource to financial planners and advisors for Corebridge Financial annuity products. About The Role The ...

Careers at KKR

Internal Wholesaler

Wayne, NE · On-site

As an Internal Wholesaler, you will partner closely with an External Sales Partner , serving as a primary point of contact for financial professionals within your assigned territory. You will help ...

Pennmutual

External Wholesaler (Tampa / Orlando)

We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of ... Achieves annual financial professional recruiting goal completing due diligence process and ...

New York Life

Sr. Associate, External Wholesaler

$75K/yr

Fully Remote New York Life Investments is seeking a dynamic and results-driven External Wholesaler ... Bachelor's degree in Finance, Business, or a related field (preferred). Must reside within the ...

Indiana Electric Cooperatives

Assists in the preparation of internal and external financial reports, including monthly management ... Assists with wholesale tariff and billing analysis. * Supports electronic payment processing and ...

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 ... Manage and grow relationships with a defined book of financial advisors across assigned territories

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External Financial Wholesaler information

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$11K

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$118K

How much do external financial wholesaler jobs pay per year?

As of Sep 14, 2026, the average yearly pay for external financial wholesaler in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is an external financial wholesaler?

An External Financial Wholesaler is a sales professional who represents financial products, such as mutual funds, annuities, or insurance, to financial advisors, brokers, and other intermediaries. They typically work outside the office, traveling within a designated region to build relationships, provide product information, and help advisors grow their businesses. External wholesalers act as the link between a financial services firm and the financial professionals who sell their products to end investors.

How does an external financial wholesaler typically collaborate with internal partners such as portfolio managers and marketing teams?

External Financial Wholesalers frequently work in tandem with internal partners, such as portfolio managers and marketing teams, to ensure they have a deep understanding of the financial products they represent. Regular communication with portfolio managers helps them stay updated on product features, strategy changes, and performance data, which they can then convey accurately to clients. Collaboration with marketing teams is essential for accessing up-to-date marketing materials and for strategizing campaigns that align with market trends and client needs. This collaborative approach supports the wholesaler in providing comprehensive, timely information to financial advisors and clients, ultimately driving sales and building strong professional relationships.

What are the key skills and qualifications needed to thrive as an external financial wholesaler, and why are they important?

To thrive as an External Financial Wholesaler, you need a strong understanding of investment products, sales strategies, and financial markets, usually supported by relevant FINRA licenses like Series 6, 7, and 63. Familiarity with CRM systems, portfolio analysis tools, and presentation software is essential for managing client relationships and tracking sales activity. Exceptional interpersonal skills, persuasive communication, and the ability to build rapport are crucial soft skills for success in this client-facing role. These skills are important because they drive sales growth, foster long-term client relationships, and ensure compliance in a highly regulated industry.
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External Financial Wholesaler jobs near you
Infographic showing various External Financial Wholesaler job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

External Wholesaler - Indiana & Illionis

Indiana, PA • On-site

Potomac
See more jobs at Potomacexternal

Other

Posted 12 days ago

Key responsibilities

  • Represent Potomac and distribute all Potomac products and services within the assigned territory.

  • Travel within the territory to conduct 1:1 and group face-to-face meetings and presentations.

  • Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.

Job description

The Opportunity

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed handholding to make things happen.

We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquarteredin Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

Summary

The External Wholesaler , along with their internal teammember, will support and grow Potomac's tactical investment strategies and mutual fund businesswith financial advisors in the Independent Broker Dealer and RIA channel.We'rehiring for this position in our Indiana & Illinois Region.

WhatYou’llDo
  • RepresentPotomac and distributeallPotomacproductsand services within theassignedterritory.
  • Travel within the territory to conduct 1:1 and groupface to facemeetings and presentations.
  • Partner with an internal wholesaler to develop a business planandmanagethe territorytomeetandexceed regionalsales goals andobjectives.
  • Identifyadvisor needsthrough a consultative sales processand providetailoredinvestment solutions.
  • Build andmaintainrelationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).
  • Manage administrative responsibilities according to company policiesincludingtravel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.
Who You Are
  • Adriven anddetail-orientedwholesaler,with a hunter mentalitywhohas adeep understanding of the markets, products andbroker dealer landscapeandhas a passion for sales.
  • Adependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hardwith a “can do” attitude willing to do whatever it takes to get the job done.
  • A strategic thinker who sees the big picture but never misses the small stuff.
RequiredQualifications
  • Must have: SIE, Series 7, and either 63 & 65 or 66.
  • Minimum of2yearsofexperience asan external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience astopinternalwholesalerwith existingrelationships in the assigned territory.
  • Demonstrated ability to make successful and dynamic sales presentations.
  • Self-drivenand resourcefulable to manage territory budget andoperateautonomously.
  • Bachelor’s degree or equivalent work experience.
PreferredQualifications
  • Haveestablishedrelationshipswithin the assigned territory.
Objectives
  • Drive sales by developing,maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process.
  • Stay current with industry trends anddevelopments, to ensure that Potomac stays head of the curve.
  • Comply with legal and compliance regulations at all times.

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.

Base salary $100K plus monthly commission.

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