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External Wholesaler Jobs (NOW HIRING)

Core Spaces

Associate, Internal Wholesaler

Chicago, IL · On-site

Partner with the External Wholesaler to develop and execute a territory coverage strategy that aligns prospecting, advisor segmentation, sales priorities, meeting cadence, and follow-up activity with ...

Corebridgefinancial

Internal Wholesaler

Houston, TX · Hybrid

Together with the external wholesaler this position is responsible for developing new and maintaining existing business relationships. Business relationships are forged via proactively contacting ...

Corebridge Financial

Internal Wholesaler

Houston, TX · On-site

Together with the external wholesaler this position is responsible for developing new and maintaining existing business relationships. Business relationships are forged via proactively contacting ...

Group1001

Hybrid Wholesaler

Zionsville, IN · On-site

This position works closely with external wholesalers in the defined regions and or new regions to conduct in person sales meetings to sell Delaware Life business. The role requires travel to ...

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External Wholesaler information

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$11K

$78.3K

$118K

How much do external wholesaler jobs pay per year?

As of Aug 7, 2026, the average yearly pay for external 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 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.

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.

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.

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.
More about External Wholesaler jobs
What cities are hiring for External Wholesaler jobs? Cities with the most External Wholesaler job openings:
What states have the most External Wholesaler jobs? States with the most job openings for External Wholesaler jobs include:
What job categories do people searching External Wholesaler jobs look for? The top searched job categories for External Wholesaler jobs are:
External Wholesaler jobs near you
Infographic showing various External Wholesaler job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

PGIM Global Wealth - External Wholesaler for RIA (Northwest)

Prudential

Centennial, CO • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 hours ago

Prudential rating

8.7

Company rating: 8.7 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

69th of 303 rated insurance

Job description

Job Classification:

Sales - Sales
At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges.We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles,with over $95 billion in assets under management.
This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California)

What you will do

  • The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF's, CIT's, Institutional & Retail SMA's, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory.

  • The External Wholesaler will engage Senior Partners, CIO's, Directors of Research, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA's, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations.

  • The wholesaler will provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, portfolio construction, capital markets, and industry related topics.

  • They will be based out of their respective home office that's required to be in one of the major zones within their geographic region and has access to a major airport that serves all of their respective states.

  • Wholesaler will be able to clearly differentiate our investment strategies and articulate the benefits relative to our competitors.

What you can expect

  • Providing technical information to advisors and investment committee members at RIA's.

  • Finding creative ways to gain access for our products to RIA firms that aren't familiar with PGIM Global Wealth.

  • Working with other business partners to align activities and plans for the given region and RIA Firms.

  • Design collaborative quarterly business plans for their region around meeting each of the above objectives.

What you will bring

  • The candidate must be motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously.

  • The candidate should have 5-7 years of experience in the asset management distribution industry, and 3-5 years of sales experience directly to financial intermediaries.

  • The candidate will be required to travel extensively in the field, approximately 75% of the time.

  • Required licenses: Series 7 and Series 63 or 65.

About PGIM Global Wealth

PGIM Global Wealth is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas and challenging the status-quo and are committed to developing talent for long-term success.

#LI-REMOTE

What we offer you:

  • Market competitive base salaries, with a yearly bonus potential at every level.

  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.

  • 401(k) plan with company match (up to 4%).

  • Company-funded pension plan.

  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.

  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.

  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.

  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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