Internal Wholesaler

Russell Tobin; Boston (MA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) retirement savings

Employee assistance program

Legal support

Employee discounts with preferred vendors

Job summary

Russell Tobin is seeking an enthusiastic Internal Wholesaler in Boston. In this role, you will manage relationships with financial advisors, drive business through effective communication, and support growth strategies. Candidates should have at least 2 years of sales experience, strong communication skills, and a willingness to obtain a Life/Health license. The position offers comprehensive benefits, including healthcare coverage and a 401(k) retirement plan.

Qualifications

• 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).

Responsibilities

• Build and manage relationships with financial advisors and firms.
• Communicate value proposition and product solutions.
• Proactively promote products and strategies aligned with advisor needs.
• Partner with Sales Support and leadership to execute territory strategy.
• Maintain a strong sales pipeline and meet activity goals.
• Develop and execute sales plans aligned with business targets.

Skills

Sales experience

Communication skills

Relationship-building skills

Collaboration with teams

Tools

CRM tools like Salesforce

Microsoft Office

Job description

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.