Internal Wholesaler

Internal Wholesaler Job Description

Banks seek internal wholesalers with strong sales and customer service skills, along with top-notch verbal and writing skills. A bachelor’s degree in business, finance or marketing is required, along with at least two years of sales experience with a banking or financial services firm.

Typical internal wholesaler duties:

Working with external wholesalers to develop new business and maintain current business relationshipsGathering and using marketing intelligence to increase salesMaking sales calls to financial advisorsResponding to calls and questions about the firm’s products

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Salary for Internal Wholesaler
49500 - 71000
25th percentile
49500
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
59500
The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.
75th percentile
71000
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Accountant, 5+ Years’ Experience – Financial Services 83750 101500 113500 Accountant, 3-5 Years’ Experience – Financial Services 71250 88250 100500 Accountant, 1-3 Years’ Experience – Financial Services 60500 74500 87000 Product Controller, Manager 85250 105500 122500 Product Controller, 3-5 Years’ Experience 67250 97750 109000 Product Controller, 1-3 Years’ Experience 55000 77750 93250 Financial Analyst – Financial Services 72000 91250 100500 Business Systems Analyst – Financial Services 88750 107000 124750 Tax Accountant – Financial Services 64000 78500 98250
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Permanent Placement Contract Talent
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