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External Wholesaler Jobs in Raleigh, NC (NOW HIRING)

Credit Portfolio Manager III

Raleigh, NC ยท On-site

$52.02 - $86.80/hr

Responsible for providing an independent perspective in underwriting and managing complex Wholesale ... and external client interaction. Credit Portfolio Manager III is expected to be a subject matter ...

Underwriting Trainee

Chapel Hill, NC ยท On-site

$65K - $75K/yr

... wholesale insurance brokers across the U.S. The Trainee follows a structured on-the-job program ... external broker partners. * Excellent computer skills (e.g. Excel, Word, SharePoint) and the ...

Store Counter Sales

Zebulon, NC ยท On-site

$13.75 - $17.75/hr

Provide auto parts answers and solutions for our retail and wholesale customers in person at the ... Entirely customer-centric (external/internal) * ASE Certifications What's in it for you: * Awesome ...

Store Counter Sales

Raleigh, NC ยท On-site

$15.75 - $20.50/hr

Provide auto parts answers and solutions for our retail and wholesale customers in person at the ... Entirely customer-centric (external/internal) * ASE Certifications What's in it for you: * Awesome ...

Store Counter Sales

Zebulon, NC ยท On-site

$13.75 - $17.75/hr

Provide auto parts answers and solutions for our retail and wholesale customers in person at the ... Entirely customer-centric (external/internal) * ASE Certifications What's in it for you: * Awesome ...

Store Counter Sales

Raleigh, NC

$15.75 - $20.50/hr

Provide auto parts answers and solutions for our retail and wholesale customers in person at the ... Entirely customer-centric (external/internal) * ASE Certifications What's in it for you: * Awesome ...

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External Wholesaler information

What is an external wholesaler?

An External Wholesaler is a financial services professional who represents investment products, such as mutual funds or insurance products, to financial advisors and institutions outside their own company. They travel within a specific region, building relationships with financial advisors, providing product information, training, and sales support to help increase product distribution. External Wholesalers work closely with Internal Wholesalers and other sales teams to achieve sales goals and ensure advisors have the resources they need. Their role is critical in driving sales, expanding market reach, and supporting advisors in serving their clients.

How does an external wholesaler typically collaborate with internal teams and financial advisors to achieve sales goals?

External Wholesalers frequently work in close partnership with Internal Wholesalers and other team members to develop and execute sales strategies for their assigned territory. They regularly communicate with financial advisors, providing product education, market updates, and tailored solutions to help advisors meet their clients' needs. Coordination with marketing, product, and compliance teams is also common to ensure all materials and presentations are accurate and up-to-date. Building strong relationships and maintaining effective communication with both internal colleagues and external partners are essential for success in this role.

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

To thrive as an External Wholesaler, you need a solid understanding of financial products, sales strategies, and market trends, typically supported by a bachelor's degree and FINRA licenses (such as Series 6 or 7 and 63). Familiarity with customer relationship management (CRM) systems, financial planning software, and presentation tools is essential for managing client portfolios and sales pipelines. Exceptional interpersonal skills, persuasive communication, and the ability to build and maintain strong client relationships set top performers apart. These skills and qualifications are crucial for driving sales growth, meeting targets, and fostering long-term partnerships in a competitive financial marketplace.

What is the difference between External Wholesaler vs Internal Wholesaler?

AspectExternal WholesalerInternal Wholesaler
CredentialsSales licenses, industry certificationsSales licenses, industry certifications
Work EnvironmentField-based, client-facingOffice-based, client support
Employer & Industry UsageFinancial services, insurance, investment firmsFinancial services, insurance, investment firms
Search & Comparison IntentUnderstanding field sales roles, client engagementUnderstanding inside sales, client support roles

External Wholesalers primarily engage with clients outside the company, focusing on field sales and relationship building. Internal Wholesalers work within the company, supporting sales teams and managing client accounts from the office. Both roles require similar credentials but differ mainly in work environment and client interaction style.

Is being an external wholesaler a good job?

External wholesalers are responsible for building relationships with financial advisors and clients to promote investment products or services. The role often involves travel, strong communication skills, and industry knowledge, with compensation typically based on sales performance. Whether it is a good job depends on individual skills, career goals, and the ability to meet sales targets.

What do external wholesalers do?

External wholesalers are sales professionals who promote and sell financial products or services on behalf of a company, often working outside the office and building relationships with clients or financial advisors. They typically use communication skills, product knowledge, and industry regulations to generate business and meet sales targets.

What are popular job titles related to External Wholesaler jobs in Raleigh, NC?

For External Wholesaler jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching External Wholesaler jobs in Raleigh, NC look for?

The top searched job categories for External Wholesaler jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for External Wholesaler jobs?

Cities near Raleigh, NC with the most External Wholesaler job openings:

Infographic showing various External Wholesaler job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution.

Internal Wholesaler

Durham, NC โ€ข On-site

Full-time

Re-posted 20 days ago


Job description

Description

Company Description:


Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. ย For more information, please visit www.aspida.com or follow them on LinkedIn.ย 


Who We Are:


Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida.


Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.


What We Are Looking For:


This position is responsible for building and growing relationships within a dedicated territory across our channel with Banks, Credit Unions, National/Regional Broker Dealers, Independent Broker Dealers, and IMOs. You will be responsible for territory production, penetration rates, and diversity of products. This role reports to the Chief Distribution Officer and is required to be onsite 3 days a week at our Durham, NC headquarters.


What You Will Do:

  • Proactively contact and consult with financial professionals across our channel on pre-and-post-sale annuity product support and respond to inquiries
  • Execute specific activity expectations and territory management to maximize opportunities and grow sales across our channel with banks, credit unions, national/regional broker dealers, independent broker dealers, and IMOs
  • Communicate confidently with your customer base and drive sales in partnership with our 3rd party distributors, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Teams, and Illustration software
  • Demonstrate understanding of the annuity industry and competitive landscape by building expertise of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends
  • Develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to ensure proper processing of business
  • Travel to partner conferences and other industry events

What We Provide:

  • Salaried, DOE
  • Long-Term Incentive Plan
  • Full-Time
  • Full Benefits Package Available

What We Believe:


Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!


At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements

What We Require:

  • FINRA Series 6 or 7 at time of application
  • State Securities License Series 63 at time of application
  • State Life & Health Insurance License at time of application
  • Bachelor's Degreeย 
  • 3+ years' experience of sales or sales support experience with annuity products.
  • Possess excellent oral and written communication skills, interpersonal and customer service skills
  • Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum
  • Well-established self-management skills, e.g., territory management, time management, prioritization, managing internal & external relationships
  • Commitment to building, maintaining, and growing partnerships with all stakeholders
  • Proficiency with Word, Excel, PowerPoint, Teams, and Salesforce as well as various internet search tools
  • Must be detailed-oriented and well-organized self-starter with high energy and creativity
  • Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting business and organization
  • Experience working with financial institutions (banks, credit unions, national/regional broker dealers, independent broker-dealers, and IMOs)
  • Proven ability to multitask and attention to detail