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Financial Wholesaler Jobs (NOW HIRING)

Corebridge Financial

Internal Wholesaler

Houston, TX · On-site

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The Internal Wholesaler acts on behalf of the Regional Vice President in their absence, providing ...

Corebridgefinancial

Internal Wholesaler

Houston, TX · Hybrid

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... Together with the external wholesaler this position is responsible for developing new and ...

Suron A.C.A. Ltd.

Internal Wholesaler

Beverly Hills, CA · On-site

... Wholesaler to join its growing distribution team. This individual will work closely with external ... Provide sales support and service by initiating outbound calls to financial advisors and broker ...

Lincoln Financial Group

$190K - $480K/yr

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to ... Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of ...

Suron A.C.A. Ltd.

... Wholesaler to join its growing distribution team. This individual will work closely with external ... Provide sales support and service by initiating outbound calls to financial advisors and broker ...

Corebridgefinancial

Internal Wholesaler

Houston, TX · Hybrid

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

Corebridgefinancial

Internal Wholesaler

Houston, TX · Hybrid

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

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Financial Wholesaler information

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How much do financial wholesaler jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial 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 financial wholesaler?

A Financial Wholesaler is a professional who acts as an intermediary between investment product providers, such as mutual fund companies or insurance firms, and financial advisors or brokers. Their main role is to educate and promote financial products to advisors, helping them understand the benefits and features to better serve their clients. Financial Wholesalers typically travel to meet with advisors, provide product training, offer marketing support, and build relationships to increase product sales. They must have deep knowledge of financial markets, products, and regulatory requirements.

How does a financial wholesaler collaborate with financial advisors and internal sales teams to drive business growth?

Financial Wholesalers regularly work alongside financial advisors to educate them on investment products and provide support for client-facing presentations. In addition, they collaborate closely with internal sales teams, sharing market trends and feedback to develop targeted sales strategies. This partnership often involves joint meetings, ongoing product training, and coordinated marketing efforts to expand market reach and achieve sales goals. Effective communication and relationship-building skills are essential, as the role is highly collaborative and relies on teamwork to succeed.

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

To thrive as a Financial Wholesaler, you need a solid understanding of investment products, sales strategies, and financial markets, usually supported by a bachelor's degree and relevant licenses such as FINRA Series 6, 7, and 63/65/66. Familiarity with CRM systems, financial planning software, and market analytics tools is typically required. Exceptional communication, relationship-building, and negotiation skills help you stand out when working with financial advisors and institutional clients. These skills and qualifications are crucial for effectively driving product sales, building strong client partnerships, and meeting revenue targets in a competitive industry.

What is the difference between Financial Wholesaler vs Financial Advisor?

AspectFinancial WholesalerFinancial Advisor
CredentialsTypically requires Series 7 and 63 licensesRequires Series 7, 66, or 65 licenses, plus CFP or similar certifications
Work EnvironmentWorks for firms, promoting products to financial professionalsWorks directly with individual clients or institutions to provide financial planning
Employer & Industry UsageUsed by financial product companies and wholesalersUsed by independent or firm-based financial planners and advisors

Financial wholesalers primarily promote financial products to advisors, while financial advisors work directly with clients to develop personalized financial plans. The roles differ in focus, licensing, and client interaction, though both require similar licenses and industry knowledge.

How much does a financial wholesaler make?

A financial wholesaler typically earns between $70,000 and $120,000 annually, with compensation often including bonuses based on sales performance. Entry-level positions may start lower, while experienced wholesalers with strong client networks can earn higher incomes, especially in competitive markets.

Is being a financial wholesaler a good job?

A financial wholesaler is responsible for promoting and selling financial products to advisors and institutions, often requiring strong communication and industry knowledge. The role can offer competitive compensation, opportunities for advancement, and a dynamic work environment, but it may also involve travel and high performance expectations.
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Financial Wholesaler jobs near you
Infographic showing various Financial Wholesaler job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Internal Wholesaler - Life Side

Houston, TX • Hybrid

Corebridge Financial
Finance and Insurance • 10K+ employees
Learn more about Corebridge Financialexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 1 hour ago

Corebridge Financial rating

9.5

Company rating: 9.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With

This is an excellent position for someone looking for a career in financial sales and to join a growing team. The internal wholesaler will work with an external wholesaler as a business development resource to financial planners and advisors for Corebridge Financial Life products.

About The Role

The internal wholesaler will be primarily responsible for gathering and utilizing market intelligence to increase sales for a specific territory. Together with the external wholesaler this position is responsible for developing new and maintaining existing business relationships. Business relationships are forged via proactively contacting agents and providing sales support by responding to advisors calls regarding our products.

Responsibilities

  • Making proactive sales calls to educate agents on Corebridge Financial 's Life products
  • Responding to calls and questions about Corebridge Financial 's product offerings
  • Corresponding via email to agents, external wholesalers, and other internal departments
  • Creating and sending case specific illustrations on Corebridge Financial products.
  • The selected candidate should be a goal oriented, self-directed individual who is constantly striving to exceed expectations with an enthusiastic sales attitude. The candidate should also be motivated by achieving set goals and increasing sales within a designated territory.

Skills and Qualification:

  • Bachelor's degree or work equivalent with an emphasis on marketing/business preferred.
  • One year minimum of financial industry experience in sales capacity preferred.
  • State Life & Health License.
  • Top notch phone etiquette and excellent interpersonal communication skills both verbal and written required.

This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

#LI-SAFG #LI-ST1 #LI-HYBRID

This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

SC - Sales CommissionEstimated Travel Percentage (%):Relocation Provided:American General Life Insurance Company

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