Internal Wholesaler

Ready to make the move into investment sales?

A top Asset Management firm is looking for an Internal Wholesaler to join its distribution team.

This could be a great fit for someone early in their financial services career looking to build a path toward External Wholesaling —
OR a more seasoned financial services professional who wants to pivot into sales and asset management distribution.

• Partner with an experienced Regional Director to develop a sales territory
• Build relationships with Financial Advisors through proactive outbound calls
• Present investment strategies and generate qualified sales opportunities
• Build and manage a sales pipeline through consistent follow-up
• Track activity and results in the CRM
• Execute a daily call strategy in a fast-paced, metrics-driven environment

• Experience in financial services sales required
• Strong communication skills and confidence on the phone
• Competitive, resilient and highly motivated
• Organized, coachable and eager to learn
• Genuine interest in building a long-term career in asset management sales

This is not just a support role — it’s an opportunity to get on the revenue-generating side of the business and build a career in investment distribution.