Internal Wholesaler in Portland, OR

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 Portland, OR

54945 - 78810

25th percentile

54945

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

66045

The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.

75th percentile

78810

The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Accountant, 5+ Years’ Experience – Financial Services

92963

112665

125985