Internal Wholesaler

• Base Pay $50,000.00 - $55,000.00 / Year
• Other Compensation Variable Compensation
• Job Category Sales, Relationship Building, Education
• Employee Type FT Non-Exempt
• Required Degree 4 Year Degree
• Manage Others No

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Internal Wholesaler

At Wealth Vest, we're looking for motivated, relationship-driven individuals who thrive in a fast-paced environment and are eager to grow. As an Internal Wholesaler, you'll partner with experienced sales professionals to help financial advisors build successful businesses while developing your own expertise in financial products, sales strategy, and relationship management. Whether you are looking to build your career in beautiful Bozeman, Montana, or you're an experienced Internal Wholesaler seeking a remote opportunity from elsewhere in the United States, we'd love to hear from you.

If you are energized by solving problems, building meaningful relationships, embracing new challenges, and continuously improving your skills, you'll find an exciting opportunity to make an impact while growing your career alongside a collaborative, high-performing team.

The Internal Wholesaler (IW) will partner with External Wholesalers to represent a carrier partner and educate and assist financial professionals in incorporating its financial products into their business and with their clients. The IW will handle service issues and sales/marketing tasks identified by their manager and/or external partner. Additionally, the IW will work to enhance and reinforce the carrier partner brand through superior service.

This is a fast-paced, high-energy role that requires resilience, adaptability, and the ability to thrive in an environment of constant change. Wealth Vest operates in a dynamic industry, and success here is not for everyone—our culture rewards those who embrace challenges, think quickly, and push for continuous improvement. If you enjoy a rapidly evolving workplace where expectations are high and results matter, this role may be for you.

• Act as the central point and link between the External Wholesaler, the financial professional, and the organization.
• Work closely with multiple financial professionals to understand their needs and identify the best possible solutions for their clients daily.
• Coordinate with our marketing department to ensure that financial professionals have everything they need once the engagement has started.
• Provide input into our processes and tools, as well as work on special projects to support Wealth Vest and the carrier partner in their pursuit of continuous improvement.
• Meet or exceed key performance indicators (KPIs) such as outbound calls and sales presentations.
• Provide sufficient phone coverage as a team during business hours.
• Develop insurance and product knowledge to effectively position solutions with financial professionals.
• Build an understanding of key competitors and develop the ability to position our offering effectively against them.
• Develop and maintain a comprehensive understanding of
• Partner with both External Wholesalers and Marketing to serve our clients—financial professionals—to ensure their success.

• Demonstrates ability to meet deadlines and adapt priorities in response to shifting business needs
• Demonstrates self-directed work habits and adapts effectively to changing priorities with limited direct supervision
• Ability to learn, retain, and present detailed product features quickly.
• Proactively prospect over the phone and build business relationships.
• Provide exceptional customer service to both external and internal clients.
• Actively seeks feedback on sales presentations and demonstrates continuous improvement in client communication techniques
• Excellent communication and people skills—treating clients, colleagues, and partners with respect and patience.
• Comfortable using voice, video, email, chat, etc., as part of your daily routine.
• Take ownership and responsibility for everything you deliver—quality is a must.
• Juggle multiple clients and priorities daily without losing track of critical details.
• T…