ZipRecruiter

Log In

1

Internal Wholesaler Jobs (NOW HIRING)

CNL Financial Group

Internal Wholesaler

Orlando, FL · On-site

Sales Reports To: Internal Sales Manager Position Summary Provide education and support of CNL distributed products to various investment advisors and registered representatives "financial ...

Prospect Capital

Internal Wholesaler

Manhattan, NY

Provide timely and accurate responses to internal and external inquiries and requests. * Coordinate and participate in webinars, conference calls, and other sales events. Desired Skills and ...

Pacificlife

Internal Wholesaler - Life

Charlotte, NC · On-site +1

As an Internal Wholesaler, you'll move Pacific Life and your career, forward by proactively marketing Pacific Life's life insurance products and concepts to existing and potential financial ...

Pacificlife

Internal Wholesaler - Life

Omaha, NE · On-site +1

As an Internal Wholesaler, you'll move Pacific Life and your career, forward by proactively marketing Pacific Life's life insurance products and concepts to existing and potential financial ...

Core Spaces

Associate, Internal Wholesaler

Chicago, IL · On-site

Company retirement options including 401(k) + matching & Roth account option Position Overview The Associate, Internal Wholesaler plays a key role in advancing Core's capital raising and investor ...

previous page

Showing results 41-60

All JobsBusiness JobsProcurement JobsPurchasing Specialist JobsInternal Wholesaler Jobs

Internal Wholesaler information

See salary details

$11

$27

$45

How much do internal wholesaler jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for internal 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 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.
More about Internal Wholesaler jobs

What cities are hiring for Internal Wholesaler jobs?

Cities with the most Internal Wholesaler job openings:

Who are the top companies hiring for Internal Wholesaler jobs?

The top employers for Internal Wholesaler jobs are:

What states have the most Internal Wholesaler jobs?

States with the most job openings for Internal Wholesaler jobs include:

What job categories do people searching Internal Wholesaler jobs look for?

The top searched job categories for Internal Wholesaler jobs are:

What are popular job titles related to Internal Wholesaler jobs?

For Internal Wholesaler jobs, the most frequently searched job titles are:

Internal Wholesaler jobs near you
Infographic showing various Internal Wholesaler job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Internal Wholesaler (Investment Sales)

Bethesda, MD • On-site

Addison Group
See more jobs at Addison Groupexternal

$90K - $110K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Job Title: Internal Wholesaler (Investment Sales)

Location: Bethesda, MD

Industry: Financial Services / Asset Management

Pay: $90000 – $110000 total compensation (base + performance-based incentives)

Benefits: Medical, dental, and vision coverage, HSA option, 401(k), paid parental leave, commuter benefits, disability insurance, and paid time off.

About Our Client:

Addison Group is partnering with a growing investment management firm that delivers differentiated strategies to financial advisors across independent broker-dealer and RIA channels. The organization operates with a disciplined, research-driven approach and a strong focus on execution, advisor engagement, and scalable distribution.

Job Description:

We are seeking an Internal Wholesaler to support advisor engagement and drive sales growth within key distribution channels. This role works closely with external sales partners to strengthen advisor relationships, expand product awareness, and support regional business initiatives. This is a fully on-site position based in a newly established office in Bethesda, MD.

Key Responsibilities:

  • Proactively engage financial advisors to introduce and position investment solutions
  • Build and maintain strong advisor relationships through consistent outreach and follow-up
  • Partner with external wholesalers to execute territory and regional sales strategies
  • Support advisors in identifying suitable investment solutions for their clients’ needs
  • Collaborate with internal teams on campaigns, product launches, and sales initiatives
  • Maintain accurate CRM records and advisor activity tracking

Qualifications:

  • Active or willingness to obtain FINRA licenses (SIE, Series 7, and Series 63/65 or 66)
  • Bachelor’s degree or equivalent experience
  • 1–3 years of experience in financial services sales preferred (mutual funds, ETFs, SMAs, annuities, or similar products)
  • Strong communication and relationship-building skills
  • Self-motivated with a competitive, sales-driven mindset
  • Ability to thrive in a fast-paced, performance-oriented environment

Additional Details:

  • Full-time on-site role
  • Works in close partnership with external sales leadership and distribution teams

Perks:

  • Exposure to senior-level investment and distribution professionals
  • High-visibility role in a scaling distribution organization
  • Entrepreneurial, performance-driven culture

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

#Admin5