Internal Wholesaler
Russell Tobin, Boston, MA, United States
We’re looking for an
enthusiastic and motivated Internal Wholesaler
to support growth within an assigned territory and partner closely with our Regional Vice President. In this role, you’ll play a key part in driving engagement and delivering value to financial professionals.
What You’ll Do
Build and manage relationships with financial advisors and firms within your territory
Communicate our value proposition and product solutions to drive new business
Proactively promote products, programs, and strategies aligned with advisor needs
Partner with Sales Support, RVP, and leadership to execute territory strategy
Maintain a strong sales pipeline and consistently meet activity goals
Develop and execute sales plans aligned with business targets
Support campaigns, initiatives, and contribute to sales messaging and tools
What We’re Looking For
2+ years of sales or phone-based sales experience
Strong communication and relationship-building skills
Ability to manage a high-volume desk while delivering a great client experience
Proven ability to collaborate with cross-functional teams
Life/Health license (or willingness to obtain)
Nice to Have
Experience in financial services or distribution
SIE, Series 6 & 63 licenses
Life & Annuities product knowledge
Familiarity with CRM tools like Salesforce and Microsoft Office
Benefits Info
Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
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enthusiastic and motivated Internal Wholesaler
to support growth within an assigned territory and partner closely with our Regional Vice President. In this role, you’ll play a key part in driving engagement and delivering value to financial professionals.
What You’ll Do
Build and manage relationships with financial advisors and firms within your territory
Communicate our value proposition and product solutions to drive new business
Proactively promote products, programs, and strategies aligned with advisor needs
Partner with Sales Support, RVP, and leadership to execute territory strategy
Maintain a strong sales pipeline and consistently meet activity goals
Develop and execute sales plans aligned with business targets
Support campaigns, initiatives, and contribute to sales messaging and tools
What We’re Looking For
2+ years of sales or phone-based sales experience
Strong communication and relationship-building skills
Ability to manage a high-volume desk while delivering a great client experience
Proven ability to collaborate with cross-functional teams
Life/Health license (or willingness to obtain)
Nice to Have
Experience in financial services or distribution
SIE, Series 6 & 63 licenses
Life & Annuities product knowledge
Familiarity with CRM tools like Salesforce and Microsoft Office
Benefits Info
Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
#J-18808-Ljbffr