Remote Senior External Wholesaler - Structured Products

Revolt Financial; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Commitment to professional growth and continuing education

Job summary

A growing financial services firm is seeking a Senior External Wholesaler to drive business development and expand distribution across key wealth management channels. This remote role focuses on building relationships with advisors, delivering training, and managing the sales cycle. Ideal candidates have 5+ years of experience in financial services, strong investment product knowledge, and established industry relationships. Competitive compensation and benefits are offered, along with professional growth opportunities.

Qualifications

• 5+ years in external wholesaling, distribution, or institutional sales.
• Track record of meeting or exceeding sales goals.
• Strong knowledge of investment products and portfolio applications.

Responsibilities

• Build relationships with advisors and firms to expand networks.
• Manage the sales cycle from generation to closing.
• Deliver engaging presentations and training sessions.

Skills

External wholesaling

Sales execution

Presentation skills

Relationship building

Investment product knowledge

Job description

A growing financial services firm is seeking a Senior External Wholesaler to drive business development and expand distribution across key wealth management channels. This remote role focuses on building relationships with advisors, delivering training, and managing the sales cycle. Ideal candidates have 5+ years of experience in financial services, strong investment product knowledge, and established industry relationships. Competitive compensation and benefits are offered, along with professional growth opportunities.