Internal Wholesaler Resume: Sample & Guide [Entry Level + Senior Jobs]

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Internal Wholesaler Resume Example
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Internal Wholesaler Resume Example

This article provides an example of a resume for an internal wholesaler. It demonstrates the format and content of a resume that is tailored to the requirements of the role. The article also provides an overview of the skills and experience that are typically sought in an internal wholesaler. It can be used as a reference for those looking to write a resume for an internal wholesaler position.

We will cover:

  • How to write a resume, no matter your industry or job title.
  • What to put on a resume to stand out.
  • The top skills employers from every industry want to see.
  • How to build a resume fast with our professional Resume Builder.
  • Why you should use a resume template
Plus, we will provide expert resume writing tips and professional examples to inspire you.

What does an Internal Wholesaler do?

A Internal Wholesaler is an inside sales representative that works for a brokerage firm or mutual fund company. They are responsible for selling the company’s products and services to other financial advisors, banks, retirement plans, and other institutional clients. They manage accounts, train advisors, and develop relationships with clients. They also provide research, market analysis, and portfolio advice. They must be knowledgeable about the securities markets and have a strong understanding of the products and services offered by their firm.

What are some responsibilities of an Internal Wholesaler?

  • Making outbound calls to financial advisors to support sales efforts
  • Providing advisors with product support and education
  • Organizing and conducting product presentations
  • Building and maintaining relationships with financial advisors and other representatives
  • Developing sales materials and other marketing collateral
  • Coordinating with internal departments to ensure accuracy of product information
  • Tracking sales activity and providing reports to management
  • Staying up-to-date on industry trends and regulations

Sample Internal Wholesaler Resume for Inspiration

Internal Wholesaler

John Doe is an experienced Internal Wholesaler with over 10 years of experience in the financial industry. A highly motivated professional with a strong background in client service, sales, and relationship building. His expertise includes providing financial advice, analyzing clients' financial goals, and designing and implementing investment strategies. He also has a strong understanding of the regulatory and compliance issues associated with the financial industry.

Work Experience

  • Internal Wholesaler, ABC Financial, 2020 - Present
  • Financial Consultant, XYZ Financial, 2017 - 2020
  • Financial Advisor, MNO Financial, 2013 - 2017


  • Bachelor of Science in Business Administration, University of California, 2011


  • Client Service & Sales
  • Relationship Building
  • Financial Advice
  • Investment Strategies
  • Regulatory & Compliance


  • FINRA Series 7 & 63
  • Certified Financial Planner (CFP)


  • English (Fluent)
  • Spanish (Proficient)

Resume tips for Internal Wholesaler

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Internal Wholesaler resume tips.
We collected the best tips from seasoned Internal Wholesaler - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

  • Highlight your key skills and experiences that relate to the position.
  • Include quantifiable metrics to demonstrate your success in past roles.
  • Include details of any technical knowledge or software you have used.
  • Describe any relevant sales or customer service experience you have.
  • Be sure to proofread your resume for any spelling or grammar mistakes.

Internal Wholesaler Resume Summary Examples

A resume summary or objective is a great way to highlight your qualifications and experience for a potential employer. It can also provide a concise overview of your professional accomplishments and aspirations. For an internal wholesaler, a resume summary or objective can be used to showcase your knowledge of the industry, sales skills, and any other relevant qualifications that make you a desirable candidate. It can also be used to demonstrate your commitment to the success of the organization and help differentiate you from other applicants.

For Example:

  • Experienced Internal Wholesaler with 4 years of sales and financial services experience. Track record of success in account management, customer service, and sales.
  • Sales professional with 5 years of experience in financial services. Proven success in sales, customer service, and account management.
  • Financial services expert with 8 years of experience in internal wholesaling. Skilled in sales, customer service, and account management.
  • Dynamic Internal Wholesaler with 7 years of experience in financial services. Adept at managing accounts, providing exceptional customer service, and generating sales.
  • Results-driven Internal Wholesaler with 10 years of experience in financial services. Proven ability to increase customer satisfaction and generate sales.

Build a Strong Experience Section for Your Internal Wholesaler Resume

Building a strong experience section for an internal wholesaler resume is important because it allows potential employers to see your qualifications for the job. Your experience section should be used to highlight the skills and accomplishments that are most relevant to the job. It is also important to include details about the projects you have worked on, including any challenges you faced and how you overcame them. This will demonstrate to employers that you have the skills and expertise needed to be successful in the role. Additionally, a strong experience section can help you stand out from other applicants and increase your chances of being called for an interview.

For Example:

  • Successfully managed a sales territory of over $2.5 Million in retail sales.
  • Developed relationships and communicated with top financial advisors and brokers in the region.
  • Presented products and services to meet the needs of financial advisors and brokers.
  • Identified and developed new business opportunities within the territory.
  • Provided product training and education to financial advisors and brokers.
  • Conducted market research to identify trends and opportunities for growth.
  • Compiled and analyzed sales performance data to identify areas for improvement.
  • Collaborated with the marketing team to develop marketing campaigns to promote products and services.
  • Developed presentations and materials to educate financial advisors and brokers on product features and benefits.
  • Provided ongoing support to ensure customer satisfaction.

Internal Wholesaler resume education example

An internal wholesaler typically needs a bachelor’s degree in finance, economics, business, or a related field. They may also need to obtain a FINRA Series 6 or 7 license. Other skills that may be necessary for the role include strong communication and presentation skills, knowledge of financial products and services, and the ability to build relationships with clients. Knowledge of technology such as financial software and databases is also important.

Here is an example of an experience listing suitable for a Internal Wholesaler resume:

  • Bachelor of Business Administration, University of Florida, Gainesville, FL, 2016
  • Associate of Arts in Business, Santa Fe College, Gainesville, FL, 2013

Internal Wholesaler Skills for a Resume

It is important to add skills for an Internal Wholesaler Resume because employers are looking for a well-rounded candidate with a variety of skills and competencies. The skills and competencies should demonstrate that the candidate has the knowledge and experience necessary to be successful in the role. Examples of skills that could be included on an Internal Wholesaler Resume include sales skills, customer service skills, interpersonal communication skills, financial analysis skills, and product knowledge. These skills show potential employers that the candidate is equipped to handle the responsibilities of the position.

Soft Skills:

  1. Leadership Skills
  2. Communication Skills
  3. Organizational Skills
  4. Time Management
  5. Problem Solving
  6. Negotiation Skills
  7. Teamwork
  8. Interpersonal Skills
  9. Networking Skills
  10. Presentation Skills
Hard Skills:
  1. Salesmanship
  2. Marketing
  3. Networking
  4. Communication
  5. Strategy
  6. Presentation
  7. Research
  8. Analytics
  9. Account Management
  10. Relationship Building

Common Mistakes to Avoid When Writing an Internal Wholesaler Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

  • Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
  • Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
  • Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
  • Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
  • Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
  • Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
  • Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Internal Wholesaler resume

  • Highlight relevant sales experience and success in meeting sales goals
  • Demonstrate strong communication, organization and interpersonal skills
  • Detail knowledge of the financial services industry and its products
  • Display excellent customer service and problem solving abilities
  • Show experience using various sales and computer programs
  • Describe experience in creating and delivering sales presentations
  • Mention any awards or recognition received for sales success

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