25,334 Wholesaler jobs in the United States

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion, and stewardship.

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach, and tuition reimbursement.

Are you a values-driven sales professional with a passion for financial services and a desire to grow within a mission-oriented organization? GuideStone is seeking an Internal Wholesaler to join our investment sales team. This role offers a unique opportunity to work within a faith-based investment platform that prioritizes integrity, purpose, and long-term career development. You'll be part of a team that doesn't just sell productsit builds lasting relationships with financial advisors and helps shape portfolios that reflect our values.

GuideStone is committed to supporting your professional growth. Through hands-on experience, mentorship, and exposure to a variety of sales strategies, you'll have the opportunity to develop your skills and prepare for future advancement within the organization.

• Build and maintain consultative relationships with RIA and private wealth advisors

• Develop and execute annual business plans to drive sales and growth

• Conduct high-volume outreach via calls and e-marketing to generate leads

• Qualify and follow up on advisor relationships to position GuideStone Funds

• Document all activity in Salesforce and maintain accurate records

• Collaborate with external sales consultants and marketing teams

• Represent GuideStone with integrity at conferences and client meetings

• Participate in occasional travel (up to 25%) for training and events

• Contribute to marketing strategy and identify cross-sell opportunities

• Engage in ongoing professional development and product knowledge

• Active FINRA licenses (Series 6 or 7 (preferred), and 63 or 66)

• Proven experience in financial services sales or advisory, preferably in inside sales roles

• Strong alignment with evangelical Christian values and GuideStone's mission

• Ability to build consultative relationships and communicate effectively with financial advisors

• High initiative, self-motivation, and ability to work independently

• Familiarity with Salesforce or similar CRM platforms

• Professional maturity and desire for long-term career development

• Preferred: Experience at firms like Edward Jones or similar, with insight into their sales structure and advisor training programs

Who We Are

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

• Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory
• Grow CNL's market share within the territory through consultation with financial professional on our products
• Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and business strategies
• Proactively educate financial professionals regarding CNL distributed products, risks and benefits
• Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
• Maintain knowledge of our partners' business and market performance/position in order to provide the best information to financial professionals related to CNL distributed products
• Research and analyze quarterly/annual Reports, 10K, and other publicly filed information
• Respond to technical product and competitive positioning questions as appropriate
• Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities Corp
• Host client seminars, conferences and education forums for purposes of educating our financial professionals regarding CNL distributed products

• Ability to handle and resolve customer issues with minimal guidance
• Strong interpersonal skills with proven ability to build effective relationships
• Strong advisory services background with progressive level of proven results
• Excellent telephone communication skills and etiquette
• Excellent interpersonal communication and presentation skills
• Effective analytical skills
• Detail oriented
• Strong time management and organizational skills
• Leadership skills
• Diplomacy in client interactions
• Work independently and in a team environment
• Proactive and innovative self starter

• Bachelor's degree required
• Previous sales experience and market/industry knowledge of financial services preferred
• Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time

• Full-time, exempt (40 hours) workdays during normal business hours
• Additional hours may be required during the peak work periods and projects
• Travel as required

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

The Position

We are seeking a talented, ambitious, driven individual to fill an internal wholesaling role on our US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities include:

• Assisting external salespeople in developing and executing sales plans to promote Wellington private equity, credit and hedge fund strategies

• Lead and execute calling campaigns to introduce products, schedule meetings, and generate new business opportunities

• Track and follow up on leads to ensure a robust sales pipeline growth

• Build and maintain strong relationships with financial advisors, providing them with product information, updates, and support

• Work closely with the marketing, product development, and compliance teams to ensure consistent messaging and adherence to regulatory requirements

• Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and effectively

QUALIFICATIONS

• Bachelor’s degree

• 2-4 years of experience in financial services, preferably in a sales support or internal wholesaling role.

• Ability to work collaboratively with external salespeople and other internal team members

• Strong interpersonal and communication skills; able to develop relationships quickly

• Excellent attention to detail and organizational skills

• Curiosity, drive and a desire to learn

• Series 6 & 63 Series 7 preferred, or willingness and ability to pass exams upon hire.

• Proficient in Salesforce, Excel, and Outlook

• CFA or CAIA additive but not required

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit (

• Proactive Outreach: Initiates calls within the assigned territory to market and promote life insurance and/or annuity products to representatives and agents. Assists in determining the most suitable products based on clients' financial circumstances and needs, highlighting product advantages, disadvantages, features, and benefits. Communicates updates and changes to product information as necessary.
• Relationship Management: Qualifies potential new relationships while nurturing existing ones to increase sales. Utilizes open-ended questions to explore advisors' client base, current offerings, and introduces our value proposition to encourage adoption of W&SFGD products.
• Sales Follow-up: Provides follow-up support from external wholesaler/NAM meetings by reviewing key discussion points, offering additional product information, and reinforcing our value proposition. Works to close sales opportunities by advising on product benefits and sending marketing materials when needed.
• Customer Service: Responds to inbound service-related calls, ensuring excellent customer service for both internal and external stakeholders. Identifies potential sales opportunities through reactive telemarketing efforts.
• Territory Management: Collaborates with external wholesalers/NAMs to develop marketing strategies, organize scheduling, and coordinate prospecting activities to effectively manage the assigned territory.
• Database Management: Maintains detailed records within the contact management database, capturing key insights, intelligence, and responses to sales engagements.
• Product Knowledge: Builds advanced knowledge of life insurance, fixed, and variable annuity products. Develops a deep understanding of financial markets, key champions within firms, and the competitive landscape to effectively position products and address in-depth client inquiries.
• Compliance: Ensures adherence to internal policies, external regulatory requirements, and industry compliance standards at all times.
• Systems Expertise: Utilizes in-depth knowledge of proprietary systems to support distribution needs, ensuring efficient access to product information, sales data, and client insights. Leverages these systems to enhance sales processes, streamline operations, and provide timely support to both internal and external stakeholders.
• Performs other duties as assigned.
• Complies with all policies and standards.

• Bachelor's Degree Or commensurate selection criteria experience - Required
• Must be able to cite examples from work experience on identifying complex issues, quantifying the issue and providing creative resolutions to solve. - Required
• Previous experience working with sales databases is preferred. - Preferred
• Proven experience involving customer service. - Required
• Proven ability to grasp new products, concepts and procedures. Extensive knowledge of products or relevant experience in the sales of other financial products is preferred. -
• Must provide examples of handling difficult situations while maintaining high volumes of work. -
• Demonstrated negotiation skills with both internal and external customers, achieving favorable outcomes while maintaining strong relationships. -
• Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands. -
• Must be able to cite examples of self-motivation and experience working under limited supervision. -
• Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands. -
• Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills. -
• Proficient in word processing and spreadsheet applications. Comfortable using the internet and email for business communications. -
• Must successfully pass the Life, Variable Annuity (and Health, as appropriate), FINRA SIE, Series 6 & 63 licensing exams in home state. within 180 Days - Required

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.
• Associate must be able to operate a motor vehicle for short and/or long distances
• Associate must be able to travel via airplane
• Associate must be able to travel via car
• Occasional after-hours work needed
• Routine and/or extended after hours work needed

• 5% travel Infrequent travel.

Internal Wholesaler- Life ( GT )

Primary Location : UNITED STATES-NC-Charlotte

Organization : Equitable

Schedule : Full-time

Description

Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Responsibilities:

Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars. Internal wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team. Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support.

Successful employees are expected to accomplish the following:

• 20 quality phone conversations daily. (Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell.)

• 50-60% of your day spent on the phone. This is a proactive sales role where the internal wholesaler is a driver of results in the territory.

• A full understanding of Asset Location vs Allocation and the ability to present the concept and tie into advisor conversations

• Provide an exceptional customer experience with the mindset of going above and beyond with every client interaction we have

• Ownership of a sales pipeline and a full understanding of what’s required to move things forward

• Participate and actively engage in all sales desk campaigns and targeted marketing efforts

• Clear and defined expectations/plan surrounding partnership with external counterpart in your territory

• Achieve over 100% of annual sales goal

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program (

Qualifications

Required Qualifications

• 2 to 4 years of work experience in Financial Service Industry or related sales experience

• Comfortable being uncomfortable

• Life & Health license

• FINRA Licensing: SIE, Series 6, Series 63

• High degree of confidence when engaging with customers

• Self-starter who can create opportunities for themselves

• Sales opportunist – Every conversation is an opportunity to either start or advance a sale

• Unusually high customer-centric attitude

• Enthusiasm – can convey passion over the phone

• Coachable

• Ownership - follow through on commitments

• Carries a sense of urgency through all interactions both internal and external

• Persistent

• Organized

• Proactive

Skills

Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.

Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

#LI-Hybrid

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at or email us at

Req ID: GT