RemoteLeaf Logo
Log in Sign up

Internal Wholesaler

8 hours, 54 minutes ago
United States
Full-time
Junior
Sales Representative
Sales and Business Development
Salesforce
Apply Now
Human Interest

Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that aims to simplify retirement savings for small and medium-sized businesses. They offer zero transaction fee plans, financial education, and award-winning customer service to h...

Capital Markets
251-1K
Founded 2015
$337M raised
View All Jobs 49

Description

  • Proactively conduct outbound calls and emails to prospective and existing advisors to drive sales and schedule meetings for the External Wholesaler.
  • Partner with the assigned External Wholesaler to develop and execute a territory sales plan focused on key financial advisors and intermediaries.
  • Monitor, maintain, and present an accurate sales pipeline to the Associate Director of Advisor Sales.
  • Respond to inbound advisor inquiries about product features, pricing, investment options, plan design, regulatory updates, and the proposal process.
  • Articulate the company’s value proposition and competitive differentiation versus modern and legacy competitors.
  • Manage a full sales process for select opportunities.
  • Serve as an on-demand point of contact for advisors in the territory and provide timely, accurate support.
  • Maintain detailed records of sales activities, advisor interactions, and pipeline progress in Salesforce and Outreach.
  • Design and execute prospecting and nurturing campaigns in Outreach.
  • Drive follow-up activities, including sending marketing materials, proposals, docusigns, and other requested documentation.
  • Develop deep product and market knowledge across the 401(k) platform, administrative capabilities, participant services, fee structure, implementation, and ongoing service structures.
  • Stay current on industry trends, regulatory changes, and competitor offerings to better position the company’s solutions.

Requirements

  • Bachelor’s degree, preferably in Finance, Economics, Business, or a related field.
  • 2-3 years of sales experience in the 401(k) industry.
  • Proven track record of meeting or exceeding sales support goals in a high-activity environment.
  • Excellent verbal and written communication skills with the ability to explain complex financial concepts clearly and persuasively.
  • Strong organizational skills and attention to detail.
  • Proficiency with Salesforce and Outreach.
  • Prior experience as an Internal Wholesaler in the 401(k) or defined contribution space is preferred.
  • Professional designations such as CRPS, QKA, AIF, CPFA, or ChFC are preferred.
  • Knowledge of retirement plan regulatory bodies and legislation, including FINRA, SEC, and ERISA, is preferred.
  • A strong comfort level with frequent outbound phone outreach is expected.
  • Ability to work effectively in a fast-paced environment and manage multiple priorities.
  • Team-oriented mindset with the ability to collaborate effectively with internal partners.

Benefits

  • Total On Target Earnings of $105,000-$110,000, including a $70,000-$75,000 base salary and $35,000 variable target compensation.
  • Stock option grants.
  • Dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees.
  • Top-of-the-line health plans, plus dental and vision insurance.
  • Competitive time off and parental leave.
  • Unlimited access to financial wellness tools and professionals through Addition Wealth.
  • Enhanced mental health support through Lyra for employees and dependents.
  • Fertility and family-forming benefits through Carrot.
  • Student loan resources through Candidly.
  • Monthly work-from-home stipend and quarterly lifestyle stipend.
  • Team-building experiences, including virtual social events and team offsites.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

IXL Learning

Educational Sales Consultant, Print Products

IXL Learning 1K-5K Diversified Consumer Services

IXL Learning’s Carson Dellosa team is hiring a remote Educational Sales Consultant to grow retail and wholesale partnerships for its print learning materials across the United States.

United States Full-time Junior Account Manager Sales Representative
CRM
2 hours, 33 minutes ago
Colibri Group

McKissock Inbound Sales Representative

Colibri Group 1K-5K Diversified Consumer Services

Colibri Group is hiring a remote Inbound Sales Representative for its Valuation and Property Services team to drive revenue by guiding customers to the right professional education solutions.

Anywhere Full-time Junior Sales Representative
5 hours, 23 minutes ago
Armada

AI Factory, Value Engineer

Armada 201-500 information technology & services

Armada is hiring a Value Engineer to own the financial story for Leviathan, its mobile AI data center platform, by modeling economics and communicating business value to customers, partners, investors, and public-sector stakeholders.

United States Full-time Senior Financial Analyst Sales Representative
$204k-$255k
6 hours, 6 minutes ago
Colibri Group

Inside Sales Representative

Colibri Group 1K-5K Diversified Consumer Services

Colibri Group is hiring a remote Inside Sales Representative to join its Enrollment team and drive student enrollment for real estate certification and professional development programs.

Anywhere Full-time Senior Sales Representative
6 hours, 28 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers