External Wholesaler Cover Letter

I am excited to be applying for the position of external wholesaler. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for product knowledge; builds an in-depth knowledge of financial markets, firm champions and competitive landscape.

Please consider my experience and qualifications for this position:

• Strong self-discipline and demonstrated initiative
• Thrive in a competitive environment
• Proven time-management skills (necessary, due to geographical size of this sales territory)
• Proven team player and mentor
• Successful completion of LLQP
• Attained or working on relevant professional designations (CLU, CFP, CHS or CH.F.C.)
• Basic understanding of industry / regulatory / legal environment and issues
• Travel a minimum 3 – 4 days a week and live in assigned territory

I am excited to be applying for the position of external wholesaler. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for insight and sales ideas related to the insurance industry, product knowledge & system training.

My experience is an excellent fit for the list of requirements in this job:

• Existing relationships with banks, financial institutions, credit unions and broker dealers is preferred
• Proven relationships in RIA and IBD channels
• Provide advisors technical information, including a strong knowledge of the competitive landscape
• Passion for the financial industry
• Extensive travel 2-3 weeks/month, including overnight travel
• High level of social and relationship-building skills
• Foster and build relationships to engage and influence others
• Shown time-management skills (necessary, due to geographical size of this sales territory)

I am excited to be applying for the position of external wholesaler. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for audit services to a variety of prestigious clients in the insurance industry, both local and international.

Please consider my experience and qualifications for this position:

• Existing relationships with RIA’s and IBD’s is preferred
• Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) would be an asset
• A broad and comprehensive knowledge of the Life Insurance business, an understanding of the sales process and the dynamics of selling life products
• Preferred prior investment products wholesaling or promotional experience
• Retail F2F experience selling similar investment products in an institutional setting
• Demonstrated sales & marketing knowledge of annuities and variable products, and their appropriate applications within the context of a needs-based sales process
• Industry designations preferred (CPA, CFA, ChFC, CLU)
• Highly motivated and able to work independently and perform under pressure

Please consider me for the external wholesaler opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for support for internal and external financial reporting and enhance accuracy of disclosures including identification of disclosure developments of industry.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Strong territory management, independence and organizational skills
• Excellent defined contribution product and industry knowledge
• This opportunity requires extensive travel within the territory (Northern Florida) - to include occasional weekend events
• This opportunity requires extensive travel within the territory (NYC)- Westchester, NYC, Brooklyn, Staten Island) - to include occasional weekend events
• Strong presentation skills, a proven background in relationship building
• This opportunity requires extensive travel within the territory (Western PA and Western NY) - to include occasional weekend events
• Strong territory management experience related to zone rotation, opportunity assessment and strategic planning to maximize sales opportunities
• Commit to extensive travel within territory

In response to your job posting for external wholesaler, I am including this letter and my resume for your review.

Previously, I was responsible for a high level of service, product, and industry awareness to incoming territory calls while proactively leveraging sales avenues.

Please consider my experience and qualifications for this position:

• This opportunity requires extensive travel within the territory (Northern New Jersey - to include occasional weekend events
• Experience selling interval funds, private placements, mutual funds, 1031, DST and Reg D offerings
• Advanced understanding of investment products and strategies including mutual funds, ETF’s and alternative investments
• Demonstrate established relationships within the advisor community
• A broad understand of capital markets
• Experience with Salesforce and Concur strongly preferred
• Knowledge of financial markets with experience in a financial services organization is preferred
• Knowledge of financial markets with experience in a financial organization is preferred