Internal Wholesaler in Ontario, CA

Internal Wholesaler Job Description

Banks seek internal wholesalers with strong sales and customer service skills, along with top-notch verbal and writing skills. A bachelor’s degree in business, finance or marketing is required, along with at least two years of sales experience with a banking or financial services firm.

Typical internal wholesaler duties:

Working with external wholesalers to develop new business and maintain current business relationships

Gathering and using marketing intelligence to increase sales

Making sales calls to financial advisors

Responding to calls and questions about the firm’s products

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Salary for Internal Wholesaler in Ontario, CA

55755 - 79945

25th percentile

55755

New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties

50th percentile

66965

Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role

75th percentile

79945

Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Accountant, 5+ Years' Experience – Financial Services

89680

111805

128915

Accountant, 3-5 Years' Experience – Financial Services

79060

97940

111510

Accountant, 1-3 Years' Experience – Financial Services

66670

83190

98235

Product Controller, Manager

97055

120360

139535

Product Controller, 3-5 Years' Experience

77290

112395

125375

Product Controller, 1-3 Years' Experience

62835

89090

106790

Financial Analyst – Financial Services

83485

105905

116525

Business Systems Analyst – Financial Services

102955

124195

144845

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