Internal Sales Wholesaler

Job Summary

Internal Sales Wholesaler, a full-time remote position responsible for supporting the sales team to achieve revenue goals through intermediaries by creating outbound call campaigns and developing financial advisor relationships.

Key Responsibilities

• Create and implement outbound call campaigns to drive awareness in assigned regions
• Identify and develop new financial advisor relationships through marketing campaigns and outbound calls
• Deliver high-quality service to inbound requests for retirement plan product information and sales support

Required Qualifications

• High School diploma or GED required; Bachelor's degree preferred
• Minimum 2 years of defined contribution/industry experience
• Outbound business development experience required
• Broad knowledge of retirement plan services including plan administration and sales
• Current QKS or QKA designation or ability to obtain within 12 months of hire