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Internal Wholesaler Jobs in Boca Raton, FL (NOW HIRING)

Position Summary Summary RT Specialty is a leading wholesale distributor of specialty insurance ... Adheres to regulatory requirements and internal policies and assists in the preparation of ...

We are looking for an Area Sales Manager to lead account growth efforts within our wholesale ... Work closely with internal teams to align sales efforts with purchasing functions and day-to-day ...

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Internal Wholesaler information

See Boca Raton, FL salary details

$10

$26

$43

How much do internal wholesaler jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for internal wholesaler in Boca Raton, FL is $26.19, according to ZipRecruiter salary data. Most workers in this role earn between $18.17 and $27.74 per hour, depending on experience, location, and employer.

What is an internal wholesaler?

Internal Wholesalers are financial professionals who work within investment firms or insurance companies to support the sales and distribution of financial products, such as mutual funds or annuities. They primarily work over the phone or via email, partnering with external wholesalers to educate and assist financial advisors, brokers, and other intermediaries on product offerings, sales strategies, and market updates. Their goal is to build relationships, provide product knowledge, and help drive sales from within the company rather than through direct client meetings.

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

Internal Wholesalers play a key support role by partnering closely with external wholesalers and financial advisors. They provide product knowledge, prepare sales materials, and proactively follow up on leads and client inquiries to help drive sales. Collaboration often involves regular phone calls, virtual meetings, and joint strategy sessions to identify new business opportunities and ensure consistent messaging. This teamwork-focused environment allows internal wholesalers to develop strong communication and relationship-building skills, which can be valuable for career advancement within sales organizations.

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

To thrive as an Internal Wholesaler, you need a strong understanding of financial products, sales techniques, and relationship management, often supported by a bachelor's degree and relevant industry licenses such as FINRA Series 6, 7, or 63. Familiarity with CRM systems, financial planning software, and data analytics tools is typically required. Outstanding communication, persuasion, and time management skills help distinguish top performers in this role. These skills are critical for effectively supporting external sales teams, building advisor relationships, and driving revenue growth in a competitive financial services environment.

How much do internal wholesalers make?

Internal wholesalers typically earn a base salary ranging from $60,000 to $100,000 annually, with additional compensation through commissions and bonuses based on sales performance. Total earnings can vary depending on experience, company size, and geographic location, with top performers earning over $150,000 per year.

How to get into internal wholesaler?

To become an internal wholesaler, candidates typically need a bachelor's degree in finance, marketing, or a related field, along with strong communication and sales skills. Relevant experience in financial services or client relationship management can improve chances, and some employers may prefer candidates with industry certifications such as the Series 7 or Series 63. Building knowledge of investment products and CRM tools is also beneficial.

What are popular job titles related to Internal Wholesaler jobs in Boca Raton, FL?

For Internal Wholesaler jobs in Boca Raton, FL, the most frequently searched job titles are:

What cities near Boca Raton, FL are hiring for Internal Wholesaler jobs?

Cities near Boca Raton, FL with the most Internal Wholesaler job openings:

Infographic showing various Internal Wholesaler job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $54,480 per year, or $26.2 per hour.

$250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 10 days ago


Job description

Overview

As a PRMG Wholesale Account Executive, there are no limits to the success you can achieve. You will be the driving force behind our business.  You will use your knowledge of the industry, communication skills and sales savvy to develop relationships with mortgage bankers, provide unparalleled service, and bring in their business.  PRMG allows Correspondent Clients to deliver loans on a Non-Delegated basis.  PRMG will provide you with the tools you need to succeed: competitive products and services, training, and allow you to build your own portfolio of clients.  PRMG sets attainable goals for performance and encourages our team members to collaborate amongst each other and share ideas and business plans to continue to drive business forward. 

PRMG offers a comprehensive benefits package for our full-time employees and their dependents, which includes medical, dental, vision, life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a Flexible Spending Account (FSA), and various other products, based on benefits eligibility, elections, and employee premiums. Upon hire, you will be eligible to enroll in all our company-sponsored benefit programs (Medical, Dental, Life, and Voluntary) on the first of the following month. After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the following month. Additionally, eligible employees may apply for job openings through PRMG's Internal and External Job Portal to request a transfer to a different department or position

The job duties for a Wholesale Account Executive are as follows:

Responsibilities

Essential Job Functions:

  • Organization: Develops and implement relationship strategies, satisfying customer needs through a full array of products and services.
  • Coordination: Utilizes business development skills to establish new business.
  • Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between account and Company's internal departments to ensure cohesive business flow.
  • Equipment: Uses office equipment such as computer terminals, copiers, and FAX machines.
  • Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges.

 

Responsibilities:

  • Build and maintain long-term relationships and partnerships with your Mortgage Banking Clients.
  • Train and educate clients on PRMG's Wholesale Portal, programs, products, and processes.
  • Drive and maintain funded production levels above $10 million monthly.
  • Hold regular account visits to continually reinforce the company's differentiators and leverage them for quality volume.
  • Being your clients' "go-to" resource for all questions about the mortgage industry.
  • Monitor the performance of loan deliveries in your pipeline.
  • Monitor expiring rate locks for customer base.
  • Providing world-class client service to every client.
Qualifications

Experience:

  • 5+ year of experience in the mortgage and banking industries, including experience in third party originations.
  • Proven success as an Account Executive or Relationship Manager.
  • Thorough understanding of the loan process and the difference between Retail, Wholesale, and Correspondent Lending.
  • Strong relationship building skills.
  • Existing Client base (preferred)
  • You have the passion and work ethic to keep getting better every day.
  • You work hard and take accountability for your actions.
  • You have unique qualities that are key to your success.

 

Education:

  • College degree or equivalent work experience preferred.
  • High School diploma or equivalent required

Travel:

  • May be required
MinUSD $0.00/Yr.MaxUSD $250,000.00/Yr.Employment Type: FULL_TIME