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Intermediary Sales Jobs (NOW HIRING)

Manning & Napier

VICE PRESIDENT, NATIONAL ACCOUNTS

Fairport, NY · On-site

$100K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

You will report to the Head of Intermediary Sales. Responsibilities * Create an annual business plan for each key account relationships assigned to the VP. The business plan should include specific ...

Manning & Napier

Internal Regional Consultant

Fairport, NY · On-site

$50K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Summary Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will ...

Manning & Napier

INTERNAL REGIONAL CONSULTANT

Fairport, NY · On-site

$50K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Summary Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will ...

Hines

Internal Sales - RIA Distribution

Houston, TX · On-site

  • PTO

Five or more years of experience in financial services, private wealth distribution, intermediary sales, asset management, alternative investments, wholesaling, investment consulting, or a related ...

Victory Capital

Channel Marketing Manager

Boston, MA · On-site

$96K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Serve as primary Marketing liaison for Intermediary Sales, ensuring seamless communication and alignment with Victory Capital's strategic objectives * Develop and manage Intermediary Marketing ...

Hines

Internal Sales - RIA Distribution

Houston, TX

  • PTO

Five or more years of experience in financial services, private wealth distribution, intermediary sales, asset management, alternative investments, wholesaling, investment consulting, or a related ...

Hines

Internal Sales - RIA Distribution

Houston, TX

  • PTO

Five or more years of experience in financial services, private wealth distribution, intermediary sales, asset management, alternative investments, wholesaling, investment consulting, or a related ...

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Showing results 21-40

All JobsIntermediary Sales Jobs

Intermediary Sales information

See salary details

$11K

$77.8K

$127.5K

How much do intermediary sales jobs pay per year?

As of Aug 16, 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 is an 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 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 key skills and qualifications needed to thrive as an intermediary sales professional?

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 August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $77,750 per year, or $37.4 per hour.

Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) - San Francisco

T Rowe Price

San Francisco, CA • Hybrid

Full-time

Re-posted 12 hours 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

If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization!

As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will:

  • Build and manage relationships with a targeted audience of financial advisors.

  • Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.

  • Refer advisors to your external partner as appropriate, ensuring a seamless client experience.

  • Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.

  • Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets-sharing accountability for overall territory success.

Responsibilities

Relationship Management:

  • Partner with external sales counterpart to optimize client coverage within the territory.

  • Deepen existing relationships and strategically prospect for new ones to elevate the firm's brand awareness, build client loyalty, and grow product distribution.

Business Development:

  • Identify and develop new business opportunities collaboratively with your territory partner.

  • Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process.

Territory Management:

  • Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory.

  • Document territory sales measurements and progress toward goals; assist in developing and executing territory plans.

Sales Support & Follow-Up:

  • Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings.

  • Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management.

Travel & Client Engagement:

  • Attend periodic conferences to represent the firm and generate leads.

  • Participate in occasional joint travel with your external partner.

CRM Management:

  • Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system

  • Provide proactive ideas for process improvement to optimize sales efficiency.

Qualifications

Required:

  • Bachelor's degree or equivalent combination of education and experience.

  • FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).

  • 3+ years of relevant experience in financial services, sales, or relationship management.

  • Strong consultative, client service, and relationship-building skills.

  • Excellent communication and presentation abilities.

Preferred:

  • High attention to detail and proficiency in CRM systems (ideally Salesforce).

  • Proven success using a consultative sales process.

  • Ability to adapt to a fast-paced, evolving environment.

  • Passion for staying current on economic and market trends.

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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