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Internal Wholesaler

Job Title: Internal Wholesaler

Job Location: Remote

Job Description:

  • Serve as the primary point of contact for financial professionals, building and strengthening relationships to cultivate, retain, and expand the core selling group utilizing ExchangeRight’s investment solutions.
  • Support ExchangeRight’s mission of helping advisors and their clients become more secure, free, and generous through exceptional service and advisor engagement.
  • Proactively conduct outreach to existing and prospective industry partners to schedule meetings for External Wholesalers.
  • Partner closely with External Wholesalers to execute regional sales strategies, develop weekly action plans, and prioritize daily advisor outreach.
  • Generate qualified sales opportunities by leveraging CRM databases, industry resources, and strategic warm and cold prospecting within assigned territories.
  • Consistently exceed daily activity goals through high-volume outbound calling, advisor engagement, and pipeline development.
  • Track, document, and follow up on sales opportunities generated through prospecting campaigns, conferences, referrals, due diligence meetings, and new selling agreements.
  • Educate registered representatives on ExchangeRight’s investment offerings, marketing initiatives, educational events, conferences, and promotional campaigns to drive product awareness and sales.
  • Facilitate conference calls and virtual meetings with financial professionals and their clients to present investment solutions and address product-related questions.
  • Maintain accurate sales pipeline data and CRM records to optimize territory management, and follow-up activities.
  • Deliver professional presentations and virtual sales meetings that strengthen advisor relationships and uncover new business opportunities.
  • Perform additional responsibilities and special projects in support of the sales organization.
  • Located on the East Coast is a preference but not a requirement.

Application Instructions:

Please email your resume to ExchangeRight’s Recruiting Manager, Paulina Guzman at [email protected] with the subject line: Internal Wholesaler Inquiry – Alts Wire

Only qualified applicants who have not already applied and follow the application instructions will be responded to.