Position Details

Salary $50K – $55K USD / year

Type Full-Time

Experience entry

Exp. Years 1+ year

Education Bachelor's Degree OR High School Diploma and 2+ years of financial services/insurance experience

Category Sales & Business Development

About this role

The Internal Wholesaler role supports MMFA firms and advisors by acting as a product expert and providing sales and practice management support. The position partners with regional and firm specialists to drive product knowledge, sales growth, and balanced cross-selling across insurance product lines.

Key Responsibilities

Serve as a product expert supporting product ideas and concepts
Provide timely, accurate sales support including product information and sales concepts
Develop and execute customized firm plans with the Regional Director
Facilitate study groups and educational meetings; present at product focused events
Support cross-selling by cross-training on Disability, Life Insurance and Annuities and identifying opportunities

Technical Overview

This is a regulated sales support role in insurance/financial services, with specific FINRA registration and state licensing timelines. The scope includes educating advisors, facilitating study groups and events, and coordinating with operations to ensure cases are reported timely.

Ideal Candidate

The ideal candidate is an entry-level sales support professional for financial services/insurance, with at least 1 year of customer service or sales experience. They are comfortable partnering with regional and firm product specialists to provide timely sales support, product education, and practice management resources, while planning to obtain FINRA SIE and Series 6 within 180 days and Series 63 plus a State Life & Health License within 12 months.

Must-Have Skills

Bachelor's Degree OR High School Diploma and 2+ years of financial services/insurance experience1+ year of customer service or sales experienceMust obtain FINRA SIE & Series 6 within 180 days of hireMust obtain FINRA Series 63 and State Life & Health License within 12 months of hire

Nice-to-Have Skills

1+ years of sales support1+ years of practice management experienceIn-depth Insurance Product Knowledge1+ year experience in the Financial Services/ Insurance IndustryProven track record of working othersteam playerAbility to influence others

Required Skills

Product knowledgeSales supportPractice managementSales toolsStudy groupsEducational meetingsProduct focused eventsCross-selling opportunitiesFINRA SIESeries 6FINRA Series 63State Life & Health Licensecustomer servicesales experiencefinancial services/insurance marketplace understanding

Hard Skills

Product knowledgeSales supportPractice management supportProduct focused event supportCustomized firm plans development and executionSales tool utilizationAdvisor supportManaging study groups and educational meetingsCross-selling opportunity identificationFINRA SIEFINRA Series 6FINRA Series 63State Life & Health LicenseFinancial services and insurance marketplace understandingTimely and accurate case support to ensure reported status

Soft Skills

Influence othersCustomer-focused supportCommunicationTeam player collaborationAbility to think creativelyAbility to work with regional director and firm product specialistsProvision of timelyaccurateprofessional supportProblem-solving with supporting/processing areas/operationsRelationship management with advisors and specialists

Certifications

Required

FINRA SIEFINRA Series 6

Industry & Role

Industry Insurance

Job Function Provide wholesaling sales support and product education to grow insurance business in a region.

Role Subtype Customer Success & Support

Keywords for Your Resume

Internal WholesalerMMFA National Sales teamproduct expertproduct ideas and conceptsRegional DirectorFirm SpecialistsFirm Product Specialistssales supportproduct informationsales conceptspractice managementsales toolsstudy groupseducational meetingsproduct focused eventscross-trainDisabilityLife Insurance and Annuitiescross-selling opportunitiescase to be "reported" in a timely mannercustomer servicesales experienceFINRA SIESeries 6FINRA Series 63State Life & Health Licenseinsurance product knowledgefinancial services

Deal Breakers

Must obtain FINRA SIE & Series 6 within 180 days of hire, Must obtain FINRA Series 63 and State Life & Health License within 12 months of hire, Must have 1+ year of customer service or sales experience, Must meet education requirement (Bachelor's Degree OR High School Diploma and 2+ years financial services/insurance experience)

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