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External Wholesaler

External Wholesaler

Job Description

Job description

Join one of Michigan’s largest money managers in our relentless pursuit of excellence. We are seeking more External Wholesalers (Outside Sales) to join our sales team in select territories across the country catering to financial advisors. Partnering with a dedicated Internal Wholesaler, External Wholesalers will help financial advisors expand their fee-based business with actively managed accounts. Compensation for an external wholesaler consists of competitive commission payouts with a draw. We will consider hiring an Internal Wholesaler with a strong network of financial advisors for the position.


  • Commission-based with front end support
  • Plus an additional four-year trail
  • Dedicated Internal Wholesaler with insurance and finance experience
  • The Internal Wholesaler and Scheduling Department will provide marketing and scheduling support of appointments with financial advisors.

About this company

Following company

Flexible Plan was named a 2013 Top Workplace in the finance and insurance field by The Detroit Free Press. This is the second year in a row that Flexible Plan has met the national standard of a Top Workplace. Read more:!prettyPhoto

Headquartered in Michigan, Flexible Plan employs over 80 at its Bloomfield Hills location and has nearly 20 External Wholesalers and Internal Wholesalers working with thousands of financial advisors around the nation. We have been in the finance and insurance field since 1981. Our focus has been on preserving and growing capital through active investment and risk management. We offer an open-architecture, fee-based investment management approach that specializes in strategically diversified portfolios of actively-managed strategies within equity, debt and alternative asset classes. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.

Job Requirements

Desired Skills and Experience

  • At least 1 year in insurance or finance sales
  • Must live within the sales territory or be willing to relocate to the sales territory
  • Ideal candidates would be self-managed and have a track record of getting results without management or supervision (preferably in insurance or finance related fields).

This is a contract position with travel. This territory wil include an approximate 200 mile radius.

Job Snapshot

Employment Type Full-Time
Job Type Sales, Finance, Insurance
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Sales - Marketing, Banking - Financial Services, Insurance
Required Travel Not Specified
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External Wholesaler

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