External Wholesaler Job Description Template

The External Wholesaler is responsible for managing relationships with financial advisors and driving sales of investment products. They work closely with internal sales teams and external partners to develop and execute strategies for growing revenue and market share. A successful External Wholesaler should possess excellent communication and negotiation skills, as well as a strong understanding of financial products and industry trends. This job description template can be used to attract and hire qualified candidates for this key role within your organization.

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About the Role

As an External Wholesaler, you will be responsible for managing and building sales relationships with financial advisors and intermediaries. Your primary goal will be to increase sales revenue and market share of our investment products through proactive engagement, exceptional service, and consultative selling. You will work closely with internal teams to identify opportunities and develop tailored solutions that meet the unique investment needs of our clients.

Key Responsibilities

  • Develop and execute a sales strategy to grow territory sales in line with business objectives
  • Build and maintain strong relationships with financial advisors and intermediaries
  • Provide exceptional service to clients by promptly responding to inquiries, resolving issues, and delivering quality investment solutions
  • Engage in consultative selling to identify and understand client needs and develop tailored solutions that meet those needs
  • Develop and deliver persuasive presentations and proposals to clients to promote our investment products
  • Coordinate with internal teams to resolve client inquiries and ensure timely execution of transactions
  • Stay up-to-date with industry trends, market conditions, and product developments to provide insightful recommendations to clients


  • Bachelor’s degree in business, finance, economics, or related field
  • 3+ years of experience in sales within the financial services industry
  • Proven track record of meeting or exceeding sales targets
  • Excellent communication, negotiation, and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as a team player in a fast-paced, deadline-driven environment
  • Proficiency in Microsoft Office suite


This job description indicates the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.


If you're looking to hire an external wholesaler for your company, it is important to create an effective job posting that will attract top talent. A job posting is your opportunity to showcase your company, the role, and the expectations of the position. In this article, we will discuss how to create an effective external wholesaler job posting.

Job Title and Summary

The job title is the first thing a candidate will see when scanning job postings. Make it clear and concise, using terms that accurately reflect the role. Your job summary should be a brief and engaging overview of the position and its responsibilities. It should highlight the key objectives of the job, such as building relationships with clients, prospecting, and driving sales.

  • Start with a clear and concise job title, such as "External Wholesaler" or "Regional Sales Representative"
  • Write a brief and engaging job summary that highlights the key requirements of the role
  • Key Responsibilities

    Outline the specific responsibilities that the role entails. Use bullet points to break down the duties into easily digestible chunks. Avoid broad statements and focus on specifics, such as how many client relationships the external wholesaler will be expected to maintain.

  • Identify the key responsibilities of the role, such as prospecting new clients, maintaining existing relationships, and driving sales
  • Use bullet points to break down the duties into easy-to-read chunks
  • Qualifications and Experience

    Outline the qualifications and experience required for the role. This can include education, certifications, and years of experience in the field. Be specific about any required skills or knowledge, and mention any preferred qualifications that can help differentiate between candidates.

  • Outline qualifications and experience requirements that candidates must meet, such as a Bachelor's degree or 3-5 years of sales experience.
  • Detail the specific skills and knowledge needed to be successful in the role, such as knowledge of financial products and services or experience managing a sales territory.
  • Company Overview

    Giving candidates an overview of your company can help them determine if they are a good fit for your organization. Be sure to mention the company's values, mission statement and culture. Mention any unique benefits or perks that your company offers to its employees.

  • Provide a brief company overview, including values, mission statement and culture
  • Highlight any unique benefits or perks that distinguish your company from its competitors
  • Application Process and Deadline

    Provide a clear and concise description of the application process. Mention any specific documents that need to be submitted, such as a resume or cover letter, and the deadline for applications. This will help applicants understand what is required of them and give them a sense of urgency to apply.

  • Provide a clear application process, including specific documents that need to be submitted and the application deadline
  • Conclusion

    Your job posting is your chance to attract top talent and showcase your company's values and culture. By following the tips outlined in this article, you'll be well on your way to creating an effective external wholesaler job posting.

    FAQs on Creating External Wholesaler Job Posting

    What should be included in an external wholesaler job post?

    An external wholesaler job post must contain the job title, responsibilities, requirements, and qualifications. In addition, specify the location, compensation package, and work schedule. You may also add perks and benefits the employee will be entitled to.

    How should I format my job posting?

    Use bullet points to make your job post easier to read. Limit the paragraphs to a maximum of two to three sentences to avoid making your post too dense. Use sub-headings to separate sections of your job post, and make sure the format is consistent.

    How do I attract the right candidates?

    Make your job posting both clear and comprehensive. It must be inviting to potential employees by highlighting the company's culture and showing a clear professional development path. Use descriptive language that details the job's tasks and requirements. You can also include incentives like bonuses or stock options to attract top-quality candidates.

    Is it necessary to state the salary?

    While some companies may choose not to reveal the salary upfront, it’s recommended to include a salary range. Potential candidates may ignore your job post if there is no mention of salary. Consider the minimum and maximum salary for the job you're posting and make sure that it is reasonable for the candidate.

    What are the best practices in writing job postings?

    Here are some tips to make your job posting more effective:

  • Be specific about the job title and responsibilities.
  • Be transparent about what the company is looking for.
  • Set expectations on the qualifications and experience required.
  • Highlight the culture of the company and the benefits and perks of the job.
  • Use exciting and descriptive language.
  • Create an engaging format that is easy to read.
  • How do I proofread my job post?

    Read your job post several times to check for errors. You can also use online language tools such as Grammarly or Hemingway Editor to help you spot errors. Another tip is to ask a colleague to read your post and give feedback before publishing it.

    What are the most important qualities of an external wholesaler?

    The most important qualities of an external wholesaler are excellent communication skills, a sales-driven attitude, and strong interpersonal skills. They also have exceptional problem-solving skills and are self-motivated. It's important to highlight these traits in your job post and specify how these qualities can contribute to your company's success.

    How do I make sure I don't discriminate?

    Employment law prohibits discrimination in the hiring process. To ensure a non-discriminatory job post, avoid language that suggests age, race, gender, religion, and sexual orientation. Since job postings serve as a primary filter for potential candidates, it's imperative to avoid discrimination to get the best possible pool of candidates.

    What are some common mistakes in creating job postings?

    Here are common mistakes when creating job postings:

  • Providing an overly detailed job description.
  • Using technical language and jargon.
  • Making the post too long and dense.
  • Being too vague about the job's responsibilities.
  • Not being transparent about the company's culture.
  • Failing to respond to applications in a timely manner.
  • How can I ensure that my job post appeals to the right audience?

    To attract the right candidates, be specific about the job requirements and qualifications. You can also provide details about the company's culture and the job's benefits. Consider the tone of the job post and write it as if you’re speaking to the ideal candidate. This way, your posting will feel inviting and stand out among other job posts.

    Do I need to ask for references in my job posting?

    It's not necessary to ask for references in your job posting. You can request references later in the hiring process once you screened the candidates.

    How do I sell my company brand in my job posting?

    It's always a good idea to feature your company culture in your job post. Think of your job posting as your first marketing pitch to potential employees. Talk about what makes your company unique, whether it's team culture, values, employee perks, or mission.


    Creating an effective job posting is essential for attracting the right candidates. It's the first impression that candidates get of your company, so make sure it's engaging, clear, and straightforward. Highlighting the job's key requirements, qualifications, compensation, and benefits will make your job posting appealing to top-quality candidates.

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