Internal Wholesaler - NQ Plans
Core
Partner with external wholesalers to generate and manage pipeline, close sales, and develop advisor relationships for nonqualified plans.
Role type
Sales representative (financial services)
Builds
Nonqualified plan products and sales pipelines
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Sales presentation, territory management, proposal preparation, consultative guidance, Salesforce proficiency, regulatory compliance
Preferred skills
Creative problem solving, independent operation, results-driven mindset
Technologies
Salesforce
Responsibilities
Coordinate plan and asset implementation with operations teams, lead sales presentations to prospective advisors, design and implement marketing campaigns, grow sales in assigned broker segments, prepare sales proposals, serve as subject matter expert on nonqualified plans, evaluate client opportunities and develop plan designs
Seniority
Mid-level, individual contributor