External Wholesaler
Job Description
An External Wholesaler drives sales growth by cultivating relationships with financial advisors and institutional clients. Key responsibilities include presenting investment products, conducting training sessions, and generating leads. Essential skills include strong communication, sales acumen, and market analysis. Typically working in a hybrid environment, they collaborate closely with internal teams like marketing and client service. Career progression may lead to senior sales roles or management positions, reflecting the importance of effective relationship management in achieving organizational goals.