Wholesaler Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the wholesaler job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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S Champlin

Shanel

Champlin

5344 Trisha Plain

Philadelphia

+1 (555) 542 4534

5344 Trisha Plain

Philadelphia

Phone

p +1 (555) 542 4534

Experience Experience

Dallas, TX

Wholesaler

Dallas, TX

Nolan, Stark and Becker

Dallas, TX

Wholesaler

Prospect and profile producers for new and existing insurance sales opportunities
Proactive calling to all assigned producers to build business
Overall relationship management with producers in assigned territory, ownership of revenue and service of designated National Account(s)
Increase strength in relationships with current National Accounts sales hierarchy
Utilize and understand internal resources to capitalize on team results
Develop and maintain business plan
Work with Sales and Operations management to maintain and improve a specific set of processes for managing priority business

Dallas, TX

Inside Wholesaler

Dallas, TX

Gusikowski-Johnston

Dallas, TX

Inside Wholesaler

Teamwork & Collaboration – works in partnership with colleagues to achieve regional goals
Impact & Influence – builds relationships with internal partners to exchange best practices, effect change, and solve client challenges
Good product knowledge on all lines of business (Life, Living Benefits, Wealth)
Initiative & Proactively – completes assignments, achieves contact goals, takes personal responsibility for accomplishing objectives on schedule
Financial Acumen – sound knowledge of financial markets, fundamentals of financial planning
Customer Service – responds to inquiries, suggestions, complaints and requests in a timely, courteous & professional manner. Seeks to understand root cause of issue. Proactively seeks out solutions
Strong sales and service acumen

present

San Francisco, CA

Web-based Wholesaler

San Francisco, CA

Schaefer Inc

present

San Francisco, CA

Web-based Wholesaler

present

Develop new business and maintain existing business relationships by conducting web-based sales meetings
Coordinate Webex with Advanced Markets or portfolio management team on behalf of wholesaling team to provide value added resources to clients and prospects
Provide current advisers up to date information on Transamerica mutual funds and timely business building ideas
Manage a business in partnership with Regional Vice Presidents by properly allocating resources provided by Transamerica Capital, Inc
Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures
Participate in Transamerica National and Summer Sales Conferences, bi-annual Regional Sales meetings, training and sales meetings at the request of the National Sales Manager
Stay current on all Transamerica mutual funds, economic and market conditions

Education Education

Bachelor’s Degree in Business Savvy

University of California, Santa Barbara

Bachelor’s Degree in Business Savvy

Skills Skills

Strong communication skills, both written and verbal, and the ability to interact effectively with both prospective clients and colleagues within Wilshire
Ability to provide excellent customer service to both internal and external customers
Excellent knowledge of sales process
Ability to display maturity, competitiveness, and good work ethic
Able to develop strong working relationships with colleagues, teams, and clients
Able to travel
Able to be goal focused and produce results
Able to influence to achieve desired outcomes
Able to work under pressure in a fast-paced environment that experiences a lot of change/heavy volume
Excellent oral and written communication skills

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Inside Wholesaler Resume Examples & Samples

Support the achievement of business plans specific to sales targets and cost controls
Initiate and respond to calls to/from identified MGA and producer partners and provide marketing and service support as required for life, LB and wealth
Support AE/Sales Consultant in the identification and prioritization of key opportunities within producer group. Actively involved in Rep’s planning process and assists with establishing appointments. Visits MGA at least quarterly with the AE
Support the development of presentations, to be used by the AE/Sales Consultant, presenting sales ideas and providing market and product updates
Respond to inquiries, suggestions, complaints and requests for marketing support in a timely, courteous and professional manner
Provide product knowledge & system training (BIC, Illustrations, Advisortrax, etc) to key distribution partners as needed
Establish relationships with marketing staff of key producers/MGAs
Assists in new producer/MGA set-up including proactive calling and follow-up material
Achieve 15 proactive contacts per day.Maintain contact management system for AE/SC and facilitate regularly scheduled mailings
Develop follow-up program – Welcomes to newly contracted brokers, thank-you for large cases, etc
Exceptional interpersonal, presentation and communication skills, both written and verbal
Client Management and Problem Resolution skills
Strong sales and service acumen
Good product knowledge on all lines of business (Life, Living Benefits, Wealth)
Understanding of competitive landscape and marketplace
Excellent organizational skills
Preferred educational requirements
Life Insurance License
Post secondary education

Wholesaler Resume Examples & Samples

Prospect and profile producers for new and existing insurance sales opportunities
Works at improving both product and professional skills by participating and facilitating in training sessions within Crump and through National Account efforts
Proactive calling to all assigned producers to build business
Overall relationship management with producers in assigned territory, ownership of revenue and service of designated National Account(s)
Increase strength in relationships with current National Accounts sales hierarchy
Utilize and understand internal resources to capitalize on team results
Develop and maintain business plan
Work with Sales and Operations management to maintain and improve a specific set of processes for managing priority business
Execute and drive an effective lead generation and referral program
Set proper expectations with producers
Achieve activity bench marks for new applications for assigned National Accounts
Create marketing plans and support marketing distribution to National Accounts
Create an

Wholesaler Resume Examples & Samples

Strong communication skills, both written and verbal, and the ability to interact effectively with both prospective clients and colleagues within Wilshire
5-10 years of sales experience in the investment management or financial services industry
Solid understanding of investment securities, mutual funds, and asset allocation
Ability to work independently, demonstrate initiative and prioritize work appropriately to maximize sales
Advanced skills in Word, Excel, PowerPoint, and investment analytics programs a plus
Series 7 and 63
Experience marketing to independent broker dealers and insurance companies
Experience within the RIA and/or family office space a plus
CFA, CIMA, or MBA preferred
40-60% Travel

Web-based Wholesaler Resume Examples & Samples

Develop new business and maintain existing business relationships by conducting web-based sales meetings
Provide current advisers up to date information on Transamerica mutual funds and timely business building ideas
Reach out to prospective advisers within market to grow Transamerica’s sales and market share
Manage a business in partnership with Regional Vice Presidents by properly allocating resources provided by Transamerica Capital, Inc
Participate in Transamerica National and Summer Sales Conferences, bi-annual Regional Sales meetings, training and sales meetings at the request of the National Sales Manager
Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures
Stay current on all Transamerica mutual funds, economic and market conditions
Coordinate Webex with Advanced Markets or portfolio management team on behalf of wholesaling team to provide value added resources to clients and prospects
Bachelor’s degree in business or related field, or equivalent education/experience
Minimum 2 years of sales experience in a hybrid or external wholesaling role
Series 6 or 7 and 63
Must be technologically proficient
Must have excellent communication and presentation skills
Must have excellent time management and organizational skills
Must be willing to work within a team

Wholesaler Resume Examples & Samples

Create and manage specific marketing programs for National Accounts
Follow-up on New Producer Program, prospective business
Increase ability to cross-sell multiple insurance product lines
Maintains accurate records of all activities (calls, presentations, sales, etc.) within their assigned producer group, including the use of InsureSocket database to maintain accurate records to maximize marketing and territory potential
Attends and participates in sales meetings and training
Effectively determine process management of producer requests by utilizing effective time management skills
Manage database efficiently
Accept inbound sales opportunities
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills . Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PC's in a Windows environment
Proven sales results
Progressive, entrepreneurial selling skills
A clear understanding of National Account products, services, and rules of engagement
Excellent analytical and problem solving skills
Excellent presentation skills
Excellent knowledge of sales process
Ability to display maturity, competitiveness, and good work ethic
Ability to build, manage and develop interpersonal relationships
Experience in the Life product industry with proven proficiency in product and industry knowledge preferred
Experience in a sales role required
State Life Insurance license preferred

Inside Wholesaler Resume Examples & Samples

Initiate and respond to calls to/from identified MGA and producer partners and provide marketing and service support as required for Wealth
Support Sales partner in the identification and prioritization of key opportunities within producer group
Actively involved in Sales Consultant ’s planning process and assists with establishing appointments
Support the development of presentations, to be used by the Sales Consultant, presenting sales ideas and providing market and product updates
Provide product knowledge and system training (BIC, Illustrations, Advisortrax, etc) to key distribution partners as needed
Assists in new Producer/MGA set-up including proactive calling and follow-up material
Achieve 10 proactive contacts per day (50 per week)
Maintain contact management system for Sales Consultant and facilitate regularly scheduled mailings
Sound knowledge of financial markets, fundamentals of financial planning
Customer Service – able to responds to inquiries, suggestions, complaints and requests in a timely, courteous & professional manner
Client Management and Problem Resolution skills experience
Must have strong Wealth product knowledge
Excellent organizational and communication skills
Life Insurance License, LLQP (required)

Inside Wholesaler Resume Examples & Samples

Initiate and respond to calls to/from identified MGA and producer partners and provide marketing and service support as required for Life and Living Benefits
Support Sales Consultant in the identification and prioritization of key opportunities within producer group
Actively involved in Sales Consultant ’s planning process and assists with establishing appointments. (5 per week)
Must have strong Life and Living Benefits product knowledge
Excellent organizational and communication skills, both written and verbal
LI-KC1

Sales Executive / Wholesaler Resume Examples & Samples

Good understanding of technology from social media, spreadsheets, CRMs to the use of video conferencing technology
Post-secondary degree or equivalent work experience
Fluency in Cantonese and Mandarin required

Wholesaler Resume Examples & Samples

Works at improving both product and professional skills by participating and facilitating in training sessions within Crump
Overall relationship management with producers in assigned territory, ownership of revenue and service of designated Account(s)
Increase strength in relationships with current Accounts sales hierarchy
Achieve activity bench marks for new applications for assigned Accounts
Create marketing plans and support marketing distribution to Accounts
Create and manage specific marketing programs for Accounts

Wholesaler, Wealth Management Resume Examples & Samples

Increasing Legg Mason Mutual Fund and Managed Account gross and net sales as well as improving asset retention within the Registered Investment Advisor (RIA), Bank Trust, Family Office, and TAMPs space in a variety of capacities including supporting and consulting with Financial Advisors
Visiting firms within the Southwest region regularly in order to build FA relationships, increase brand awareness and gross and net sales
Developing and delivering sales presentations, producing and communicating sales ideas, coordinating and participating in regional meetings and conferences
Developing a business strategy within the territory. The strategy includes developing a firm rotation, implementing business plans around focus firms and identifying business opportunities
Extensive travel required approximately three (3) days per week
Minimum 5 years financial services sales experience within the territory (Texas)
RIA and Bank Trust sales experience a must
Established relationships at focus firms within territory
Series 7, 63, 65 licenses
CFA or CIMA preferred, but not required
Experience in using CRM systems (Salesforce.com)
Superior presentation skills
Flexible and able to travel 75% of the time
Able to identify and anticipate client needs and make recommendations for implementation
Superb public speaking and presentation skills
Self directed and motivated
Able to work under pressure in a fast-paced environment that experiences a lot of change/heavy volume
Able to influence to achieve desired outcomes
Able to be goal focused and produce results
Able to develop strong working relationships with colleagues, teams, and clients

Wholesaler Resume Examples & Samples

Responsible for increasing Legg Mason Mutual Fund and Managed Account gross and net sales as well as improving asset retention within independent firms (UBS, Morgan Stanley, Merrill Lynch, and Wells Fargo in a variety of capacities including supporting and consulting with Financial Advisors, and where warranted, their clients
Responsible for visiting branch offices within regions regularly in order to build FA relationships, increase brand awareness and gross and net sales
Must develop and give sales seminars, produce and communicate sales ideas, coordinate and participate in regional sales seminars
Develop a business strategy within the territory. The strategy includes developing a firm/branch rotation, implementing business plans around focus firms and identifying business opportunities
Extensive travel required approximately 4 days per week
Minimum of 5 years of sales experience at a Mutual Fund Distributor within territory preferred
Established relationships at focus firms within territory
Series 7, 63, licenses
Strong public speaking and presentation skills
Excellent interpersonal skills
Experience in using CRM systems (Salesforce.com)
Flexibility and ability to travel extensively
Able to travel
Able to identify and anticipate client needs and make recommendations for implementation
Excellent oral and written communication skills
Superb public speaking and presentation skills
Self directed and motivated
Able to work under pressure in a fast-paced environment that experiences a lot of change/heavy volume
Able to influence to achieve desired outcomes
Able to be goal focused and produce results
Able to develop strong working relationships with colleagues, teams, and clients

Mgr Wholesaler Prod Analytics & Reports Resume Examples & Samples

Develop and manage an analytics function to identify trends, establish new strategies, track programs and analyze all aspects of the sales competitive environment that drives sales and create new revenue streams
Work with team to consolidate external and internal databases with data to create reports that will analyze/track sales production; assess territory assignments and market share and evaluating actual sales relative to goals. Responsible for data used in determining sales team incentive compensation
Work with the sales and relationship management team, to understand which data and reports can help sales team develop new and/or enhanced processes, and proactively push these reports out to the appropriate team members. In addition will work cross functionally across multiple departments to assess and prioritize analytic and reporting initiatives
Analyze and track data tracking activities to make recommendations that increases prospect activity, proposals, close rates, and therefore overall sales. Analyzes cash flows and revenue projections from new and existing business to ensure competitive position in the marketplace is
Maintained and strategically expanded
Generates reports and dashboards that identify opportunities to achieve strategic product-specific sales initiatives. Partner with IT resources to develop a more robust management, relationship management and business planning tool solution
Own SalesForce administration and strategy for enhancements to increase sales productivity and utilization. Provide oversite to on-going enhancement projects
Assess and make recommendation for sales enablement tools, such as booking bug, Dial-a-note etc
Manage a team of schedulers who support the wholesalers in booking appointments and support other various administrative tasks
Has supervisory management responsibilities for direct reports. Has hire/fire authority, manages work schedules and approves requests for time off, completes performance reviews and manages performance issues
Bachelors Degree in Business Administration preferred or equivalent work experience
8+ years of experience in data analytics and/or financial services
4-5 years experience in the life and annuity markets working with data trending and analysis
Strong analytical skills with the ability to make recommendations to Senior Leaders
FINRA Series 6 registration preferred, but not required
Ability to solve unique and complex problems
Experience with Market Metrics annuity data and Salesforce.com preferred

Wealth Advisory Independent Channel Wholesaler Resume Examples & Samples

Demonstrate command of their territories through client account plans / profiling, CRM management and knowledge of financial advisor platforms and cultures
Responsible for driving overall BlackRock results in geography (net flows, market share), leveraging teamed resources
Bachelor’s degree required (CFA, CIMA, CFP a plus)
Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Independent Broker-Dealers
Strong financial services background with knowledge of investment trends and advisor practices

Wealth Advisory Merrill Lynch Wholesaler Resume Examples & Samples

Deliver fiduciary and investment insights through portfolio construction conversations
Position episodic opportunities (market, performance, campaign-drive) at a given time
Be comfortable adapting to change and willing to try new selling approaches, styles and present new material in your market
Exceptional verbal and written communication skills
NASD Series 7 and 66 (or 63 & 65) required
Full-time travel is required

Director, Business & Wholesaler Development Resume Examples & Samples

Valuation methodologies (i.e. discounted cash flow)
Complex computer-bsed financial modeling
Financial statement analysis
Detailed ten year pro forma projections
Analytical approach
Assist with due diligence meetings
Negotiation and influence skills
Communicate effectively with management, wholesalers
Beer wholesale operations
Tax and accounting aspects of business combinations
Merger and acquisition deal structures
Current lending environment and practices
Bachelor's degree in Finance, Economics or business-related field required; Top-ranked MBA with finance concentration strongly preferred
Five or more years of analytical work experience and at least 3 years Investment Banking, Public Accounting, Commercial Banking, or Corporate Planning/Development

Wholesaler Marketing Assistant Resume Examples & Samples

Communicate with wholesalers, conference and event planning and marketing to ensure the wholesalers needs are met while maintaining fiscal discipline and adherence to customer and regulatory requirements
Coordinate all Roadshow and Lunch and Learn meetings for specified groups of wholesalers identified by DSM's including proactive calls to drive attendance
Manage the meeting series which includes budgets, venue selection, registration, complaince and execution
Return on Investment managed and assessed to measure the effectiveness of the meetings
Manage the proactive personalized marketing campaigns developed by participting whoelsalers
1-2+ Years of general experience
High School or GED (Minimum Required)
Strong customer service background
Call center background or extensive inbound and/or outbound telephone experience preferred

MLI Wholesaler Resume Examples & Samples

Services independent agents, Broker/Dealers, Brokerage Firms, Financial Planners and/or Banks and the requirements of mid to large size accounts/territories
Drives annuity product sales within assigned accounts/territory
May assist with developing business plans, producer training, prospecting support, and point of sale work
May conduct product training and product sales seminars
Often develops new business opportunities and sales growth by initiating and maintaining strong relationships
Often identifies customer/client needs and available resources to support planned sales activity
Performs other duties as assigned or required
High School Diploma
Bachelor's degree preferred
5-7 years previous experience successfully selling/servicing related products
NASD Series 6 or 7 and 63 and state variable annuity license(s)

Retail Business Banking Wholesaler Resume Examples & Samples

Help build a sustainable Business Banking Sales force (across multiple branches) and significantly improve client engagement activities of the sales force by working with Area Leadership to provide superior coaching support to a team of Branch personnel
Provide insight back to the Area Manager & Team Leader on trends and field observations
Monitor training for Area Manager & Branch Managers to ensure that all required Small Business training is completed in a timely fashion
Liaise with Team Leader on marketing campaigns, and KPI
Lead credit pipeline management process for Retail branch network
Work collaboratrively with Premier Wealth Coaches (PWCs) and Area Managers to build knowledge base within PRMs (handling Business Banking clients or referring Business Banking clients) to achieve proficiency levels similar to Retail Business Banking Relationship Managers (RBBRM)
Minimum of ten years proven and progressive Sales and Relationship Management experience
Minimum of five years in Banking Sales Management
Prior direct management experience required
Extensive experience managing and leading through influence
Strong communication, sales planning, problem solving, lateral thinking, negotiations, presentation skills, team building, organizational skills with individuals at all levels internally and externally
Outstanding ability to build relationships with customers and develop partnerships across other business lines
Advanced business development skills with broad market knowledge and presence
Proven track record of delivering in sales and strong understanding of business credit, deposit and cash management products and services
Knowledge of business credit underwriting
Thorough understanding of customer segmentation and sales management techniques, as well as the businesses, products and related processes supported and the regulations impacting them. Proven ability in communicating effectively within the organization and with customer groups
Strong ability to credibly interact with senior management

Wholesaler Resume Examples & Samples

Responsible for raising and retaining assets within a geographic territory by meeting with brokers and financial advisors to provide product information, share sales ideas, gather marketing data and offer sales support
Incorporate sales methodology / interviewing skills to learn about representatives’ business and needs to suggest sales and marketing ideas
Assist clientele with sales and marketing material, product analysis and problem resolution in a professional and timely manner
Endorse the firm and national account initiatives and focus to meet goals through campaigns
Perform competitive analysis within product line-ups and maintain knowledge of the mutual fund industry
Create and tailor sales ideas and presentations based on advisor profile and needs
Deliver product and value add presentations

Wholesaler / Sales Executive Resume Examples & Samples

Develop a thorough understanding of the investment, business development and service needs of approximately 200 selected Investment Advisors by maintaining regular contact with them in one-on-one meetings and branch presentations, and, to a lesser extent, via telephone, mail, e-mail and conference calls
Assess and manage (i.e. monitor commitment) opportunities for co-op marketing from both a business and National Instrument 81-105 perspective, taking ownership over the co-op process from start to finish through written communication with Investment Advisors
Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity

Category Manager Wholesaler Resume Examples & Samples

Partners with Managed Markets, Trade, and Key Account Management organizations to develop strategies for relationships with key wholesaler partners, specialty pharmacies and specialty distributors that drive improved fees, pay terms, inventory management and enhanced services. Develops holistic view of supplier at holding levels and their relationships with Novartis divisions
Provides country-level input to the Wholesaler, Specialty Pharmacy & Specialty Distributors Global Category to inform strategy and target setting
Understands regulatory and compliance issues related to market research programs Hi-Tech, HIPPA Privacy, Adverse Events and others
Collects supplier, market, category and internal business data and information for the relevant categories at a country level
Secures and facilitates involvement of relevant US xDivisional stakeholders
Ensures projects agreed to within the Category Plan are executed on a timely basis in line with the targeted goals and that the identified savings are delivered
Partners and gains alignment with business on productivity initiatives utilizing all levers; supply, process, demand and value
Segments suppliers identifies key supplier relationships at a country-level
Manages of strategic US category supplier relationships as agreed in the supplier segmentation
Secures supplier information and feedback from Divisions, sites and Business Partners
Manages innovation with strategic Country Category suppliers
Owns development and management of US xDivisional contracts for the category as relevant
Provides input into the development of the “Category Playbook”
Ensures negotiated contracts are clearly communicated to business stakeholders and are consistently applied
Monitoring compliance and adherence to Novartis Procurement policies and procedures
Ensures US xDivisional supplier issues are addressed and resolved on a timely manner
Contributes to other subcategory projects as needed