Remote External Wholesaler: Guaranteed Wealth Solutions (BC)

Jobgether

British Columbia

Remote

CAD 90,000 - 140,000

Full time

7 days ago
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Benefits offered by this job

Fully remote work in British Columbia
Competitive compensation based on LMC
Incentive compensation linked to perf.
Medical, dental, vision, mental health

Job summary

Jobgether, on behalf of a partner company, seeks an External Wholesaler to grow business with independent financial advisors in British Columbia. You will build relationships and identify opportunities to enhance wealth, retirement, and protection planning, delivering consultative presentations and tailored solutions.

You will travel across British Columbia, engage advisors both virtually and in person, collaborate with internal teams, and strive to meet ambitious sales targets with market-based

Qualifications

  • Post-secondary degree or diploma in business, finance, economics, or a related field, or an equivalent combination of education and relevant experience.
  • At least 5 years of demonstrated success in financial services sales, wholesaling, business development, or a comparable advisor-facing role.

Responsibilities

  • Lead territory growth and advisor engagement by developing strategic relationships, identifying new business opportunities, and positioning guaranteed wealth solutions effectively.
  • Develop and execute a territory sales and business development strategy targeting independent financial advisors across British Columbia.
  • Achieve ambitious sales targets and annual production objectives.
  • Establish relationships with new advisors while strengthening and expanding existing partnerships.
  • Analyze the advisor landscape to identify high-potential practices and develop targeted growth strategies.
  • Conduct needs-based, consultative sales conversations to position guaranteed wealth solutions effectively.
  • Help advisors identify opportunities involving wealth accumulation, retirement planning, guaranteed income, and client protection.
  • Provide advisors with relevant ideas, insights, and strategies to grow their businesses and improve client outcomes.
  • Deliver engaging presentations, educational sessions, webinars, and client-facing seminars.
  • Collaborate with internal wholesalers and broader sales teams to increase advisor engagement and drive business results.
  • Partner with distribution, product, marketing, and other internal teams to deliver coordinated support and solutions.
  • Maintain consistent virtual and in-person contact with advisors, managing sales opportunities and activities through contact management systems.
  • Share successful sales practices, market intelligence, and business development strategies with colleagues.
  • Represent the organization at advisor conferences, industry events, and other channel activities.
  • Travel regularly throughout the assigned territory and attend occasional evening or weekend advisor events.

Education

Post-secondary degree or diploma in business, finance, economics, or related field

Job description

Jobgether, on behalf of a partner company, seeks an External Wholesaler to grow business with independent financial advisors in British Columbia. You will build relationships and identify opportunities to enhance wealth, retirement, and protection planning, delivering consultative presentations and tailored solutions.

You will travel across British Columbia, engage advisors both virtually and in person, collaborate with internal teams, and strive to meet ambitious sales targets with market-based

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