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Internal Wholesaler – Broker Dealer Channel

SGA Inc.

WAYNE, PA

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JOB DETAILS
SKILLS
Annuities, Brokerage, Business Growth, Campaigns, Communication Skills, Conferences, Customer Support/Service, Dealer Channel, Financial Services, Genetics, Illustrating Ability, Insurance, Long-Term Care, Persuasion Skills, Problem Solving Skills, Sales, Sales Pipeline, Salesforce.com, Series 63, Series 7, Staff Development, Top Sales Rep
LOCATION
WAYNE, PA
POSTED
30+ days ago
Software Guidance & Assistance, Inc., (SGA), is searching for an Internal Wholesaler – Broker Dealer Channel for a direct placement assignment with one of our premier Financial clients in Devon, PA.

Responsibilities :
  • Looking for a driven, competitive, relationship-first sales professional to join our Broker Dealer channel as an Internal Wholesaler.
  • Will be paired with a top-performing External Wholesaler and own the day-to-day engagement with financial advisors across a defined territory. If you're someone who thrives on momentum, knows how to build trust quickly, and wants your income tied directly to your output — this is the kind of role that can accelerate your career fast.
  • Own advisor engagement across your territory — calls, follow-ups, pipeline movement, and relationship building
  • Partner tightly with your External Wholesaler to identify opportunities, open doors, and close business
  • Turn product knowledge into sales — helping advisors position annuity and retirement solutions with confidence
  • Proactively generate new opportunities (not just react to inbound)
  • Support and attend conferences, meetings, and targeted campaigns to drive territory growth
  • Build and manage a real pipeline using Salesforce — activity, follow-ups, and conversion tracking matter here
  • Create customized illustrations and solutions that move advisors from interest → action
  • Be the consistent, trusted voice advisors come back to
  • Why This Role Is Worth Your Time
    • Uncapped commission — real upside tied to your production
    • Direct visibility into territory performance and revenue impact
    • Hands-on partnership with experienced External Wholesalers
    • Clear path to External Wholesaler or senior sales roles
    • High-growth business with strong product demand in the retirement space
  • What Success Looks Like (6–12 Months In)
    • Advisors know you, trust you, and call you first
    • You're consistently driving pipeline and contributing to territory growth
    • Strong partnership rhythm with your External Wholesaler
    • You're not just participating — you're producing
Required Skills:
  • Bachelor's degree or equivalent experience
  • 1+ year of sales experience (financial services, insurance, or advisor-facing preferred)
  • PA Life, Accident & Health License + Series 63 (required)
  • Series 7
  • Ability to earn Long Term Care certification within first 8 weeks
  • Strong communication skills — clear, confident, and persuasive
  • High energy, strong work ethic, and a genuine drive to win
  • What Separates Top Performers in This Seat
    • They treat the territory like it's theirs — not something they "support”
    • They're proactive, not reactive
    • They know how to build relationships and ask for business
    • They're competitive — with themselves and everyone else on the floor
    • They follow up relentlessly and don't let deals die in the pipeline
    • They learn the product deeply, but lead with advisor outcomes, not features
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy

#LI-DM1Salary:0-58000 USD/Year

About the Company

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SGA Inc.