Internal Wholesaler Cover Letter

I submit this application to express my sincere interest in the internal wholesaler position.

In the previous role, I was responsible for outstanding inbound, outbound sales and service support by contacting financial and investment advisors with updates pertaining to the investments they sell.

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:

• Unusually high customer service attitude
• Enthusiasm – can convey passion over the phone
• Ownership - follow through on commitments
• Carries a sense of urgency through all interactions – internal and external
• Knack for building relationships
• Proficiency with Microsoft Office and CRM systems
• Knowledge of investment trends, DC marketplace, and advisor best practices
• Current Life Insurance License

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

Previously, I was responsible for the highest quality of services to investment advisors by coordinating the resolution of problems and providing requested communications.

Please consider my qualifications and experience:

• Sales background preferred, previous outbound phone sales preferred
• Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred
• Possess strong interpersonal and communication skills, both verbal and written
• Thrives working in a competitive environment
• Sales experience within or directly related to Banks
• A background in wholesale distribution internal, hybrid or external wholesaling roles
• Experience as an International Sales Rep or related experience at another financial services firm
• Excellent communication, interpersonal, organizational, and territory management skills

I would like to submit my application for the internal wholesaler opening. Please accept this letter and the attached resume.

Previously, I was responsible for superior inbound, outbound sales and service support by contacting financial and investment advisors with updates pertaining to the investments they sell.

Please consider my experience and qualifications for this position:

• Minimum level of Intermediate personal computer skills including electronic mail, work processing, spreadsheet, graphics, etc
• Strong Understanding of how investment product manufacturers
• Strong organization skills, problem solving, analytical and negotiation skills
• Wholesaling experience preferred
• Attending occasional regional conferences during heavy conference seasons, as needed, and assisting the external wholesaler on-site with large-scale regional seminars
• Maintaining a pipeline report on a weekly basis, periodically and regularly reviewing the pipeline to monitor sales progress and contacting financial advisors when appropriate to facilitate more timely business
• General knowledge of the mutual fund business would be advantageous
• Initiates and/or follows up on sales calls

I would like to submit my application for the internal wholesaler opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for detailed complete, accurate sales presentation solutions (product information, illustrations, forms and marketing material) for producers and back office support personnel.

Please consider my experience and qualifications for this position:

• Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships
• Identifies client needs & coordinates efforts to service assigned intermediaries
• Leverages strategic relationships with investment providers, advisors, and clients
• Maintains and strengthens knowledge base regarding all aspects of the investment industry, competitors (direct and indirect), and products available in the securities marketplace
• Stays current on rules and regulations of selling securities as outlined by FINRA, the SEC, states and all internal guidelines established
• Trains external and internal advisors on investment options
• Expanded knowledge of Life Insurance products and familiarity with Advanced Sales concepts
• Expert level understanding of product features and benefits and their application to individual client sales situations

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

In my previous role, I was responsible for on-going sales development by communicating messages, ideas, and concepts to the field via multiple technological sources.

Please consider my qualifications and experience:

• Working knowledge of MS Office Suite to include Outlook, Word, Excel, PowerPoint and contact management software applications
• Sales opportunist
• Confident communication
• Targets a sub-set universe of advisor for business development initiatives
• Leverage customer relationship management (CRM) tool to monitor territory performance and help identify opportunities to build relationships with advisors
• Support sales efforts and initiatives within at least one assigned territory, to include all intermediary channels
• Contribute as needed to the broad 3rd Party Distribution team to help achieve strategic goals
• Professional designations such as CLU, CFP, CASL, CHFC are preferred