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Intermediary Sales Jobs (NOW HIRING)

T Rowe Price

Intermediary Sales Associate

Baltimore, MD · Hybrid

$14 - $19/hr

Role Summary Play a critical role in providing sales support for desk and field sales teams. Responsibilities * Participate as a key member of dedicated sales teams including completing complex sales ...

Baron Capital

Sales Analyst

New York, NY

About the Role The Sales Analyst supports the sales and distribution organization, specifically the Intermediary Sales Team, by ensuring the team has the tools, data, and insights needed to operate ...

Baron Capital

Sales Analyst

New York, NY · On-site

$80K - $90K/yr

Manage the Salesforce CRM platform for the Intermediary Sales Team, including cleaning and maintaining CRM data integrity, supporting team campaigns, and supporting broader firm sales initiatives

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Intermediary Sales information

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$11K

$77.8K

$127.5K

How much do intermediary sales jobs pay per year?

As of Jun 30, 2026, the average yearly pay for intermediary sales in the United States is $77,750.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $95,000.00 per year, depending on experience, location, and employer.

What are Intermediary Sales?

Intermediary Sales refers to the process of selling products or services through third-party agents or organizations, rather than directly to the end customer. In this role, professionals build and manage relationships with intermediaries such as brokers, distributors, or financial advisors who then sell the company's offerings to their own clients. This sales approach is common in industries like finance, insurance, and wholesale, where leveraging established networks can expand market reach and drive growth. Intermediary Sales professionals often provide support, training, and resources to help intermediaries succeed.

What skills do you need to be a sales advisor?

A sales advisor needs strong communication and interpersonal skills to effectively engage with customers, as well as product knowledge to provide accurate information. Customer service skills, the ability to handle objections, and basic sales techniques are also important. Familiarity with sales tools like CRM software can enhance performance.

What are some common challenges faced in an Intermediary Sales role, and how can they be overcome?

Professionals in Intermediary Sales often encounter challenges such as building and maintaining strong relationships with intermediaries, staying updated on complex product offerings, and navigating competitive markets. Overcoming these obstacles typically requires excellent communication skills, ongoing product training, and proactive engagement with intermediaries to understand their needs and provide tailored solutions. Collaborating closely with internal teams, such as marketing and product specialists, also helps ensure you can deliver timely and relevant information, which strengthens trust and drives sales success.

What are the four types of sales positions?

In sales roles, the four common types are inside sales, outside sales, direct sales, and channel sales. Inside sales involve remote selling, outside sales require face-to-face interactions, direct sales focus on selling directly to consumers, and channel sales utilize third-party partners or distributors. These roles often require different skills, tools, and customer engagement strategies.

What is the highest paid job in sales?

In sales, executive-level roles such as Vice President of Sales, Chief Sales Officer, or Director of Sales tend to be the highest paid, often earning six-figure salaries plus bonuses and commissions. These positions require extensive experience, strategic skills, and often involve managing large teams or key accounts.

Is field sales a stressful job?

Field sales jobs can be stressful due to the need to meet sales targets, manage client relationships, and often work independently in diverse environments. Success requires strong communication skills, resilience, and time management, which can contribute to job-related stress levels.

What are the key skills and qualifications needed to thrive as an Intermediary Sales professional, and why are they important?

To thrive as an Intermediary Sales professional, you need a strong background in sales, financial products, and relationship management, often supported by a relevant degree or industry certifications. Familiarity with CRM platforms, financial analysis tools, and product knowledge systems is typically required. Excellent communication, negotiation, and networking skills help build trust and foster long-term partnerships with clients and stakeholders. These abilities are crucial for driving sales growth, meeting targets, and maintaining a competitive edge in the financial services industry.

What is the difference between Intermediary Sales vs Sales Representative?

AspectIntermediary SalesSales Representative
CredentialsTypically requires industry-specific knowledge, certifications, or licensesOften requires basic sales training, sometimes certifications depending on industry
Work EnvironmentWorks with intermediaries, brokers, or agents to facilitate salesDirectly interacts with customers or clients to sell products or services
Employer & Industry UsageCommon in finance, insurance, and wholesale sectorsWidely used across retail, technology, and manufacturing sectors
Search & Comparison IntentOften compared for roles involving third-party sales channelsCompared for direct sales roles with customer interaction

Intermediary Sales focuses on working through third-party channels like brokers or agents, requiring industry-specific certifications. Sales Representatives directly engage with customers, often with basic sales training. Both roles are vital in sales strategies but differ in their work environment and interaction style.

More about Intermediary Sales jobs
What are the most commonly searched types of Intermediary Sales jobs? The most popular types of Intermediary Sales jobs are:
What job categories do people searching Intermediary Sales jobs look for? The top searched job categories for Intermediary Sales jobs are:
Intermediary Sales jobs near you
Infographic showing various Intermediary Sales job openings in the United States as of June 2026, with employment types broken down into 1% Full Time, 95% Part Time, and 4% Contract. Highlights an 82% Physical, 1% Hybrid, and 17% Remote job distribution, with an average salary of $77,750 per year, or $37.4 per hour.
Intermediary Sales Consultant (DCIO)

Intermediary Sales Consultant (DCIO)

T Rowe Price

Baltimore, MD • Hybrid

Other

Posted 9 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.

Are you passionate about financial markets and sales? If so, we encourage you read more and apply!

Responsibilities

  • Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price's brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
  • Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
  • Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
  • Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
  • Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
  • CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
  • This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.

Preferred:

  • MBA, CFA, CFP, CIMA
  • Extensive knowledge of the financial service industry
  • Previous intermediary experience as well as strong product knowledge
  • A passion for keeping up to date in the economy and financial services industry
  • Strong consultative, client service, and relationship building skills
  • Strong interpersonal skills and ability to flex to the client
  • Motivated by a collaborative and driven environment
  • Flexibility and the ability to grow and change within an evolving organization
  • Proven results using a consultative sales process
  • Sophisticated presentation and communication skills
  • High attention to detail and documentation process

FINRA Requirements
FINRA licenses are required and will be supported for this role.

Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.

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