Top 16 Internal wholesaler Jobs in Dallas Tx

Senior Account Executive (Financial Services)
Peak American Financial Companies, Inc. —Plano, TX
- $60,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
SALES REPRESENTATIVE - BRANCH
City Electric Supply —Forney, TX
- Online Application
- Mid-level
- Ability to lift 50 pounds
- Driver's License
- AD&D insurance
- Paid holidays
DRIVES SPECIALIST
City Electric Supply —Dallas, TX
- Online Application
- Mid-level
- Ability to lift 50 pounds
- In-person
- AD&D insurance
- Paid holidays
CONTROL SENSORS AND SAFETY SPECIALIST
City Electric Supply —Dallas, TX
- Overtime
- Mid-level
- Ability to lift 50 pounds
- In-person
- AD&D insurance
- Paid holidays
Director, Trade Relations
KabaFusion —Dallas, TX
- $150,000 - $180,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Property Acquisition specialist
Renovoy —Dallas, TX
- $1.00 - $64,456.59 a year
- Online Application
- Mid-level
- Office
- Real Estate License
- Relocation assistance
- Parental leave
Quick Apply
Director, Grocery Sales-Central
Kinder's —Dallas, TX
- $215,000 - $240,000 a year
- Remote
- Merchandising
- 11+ years
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Key Accounts Associate, Affiliated Distribution
National Life Insurance Company —Addison, TX
- Up to 50% travel
- Mid-level
- Travel
- Benefits from day one
- Life insurance
Director of Sales C-Stores
Fresh Del Monte Produce Company —Dallas, TX
- Full-time
- Microsoft Outlook
- Merchandising
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply

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Internal Consultant (Wholesaler)
Meeder Investment Management —Dublin, OH
Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing…
Quick Apply
Director, Trade Relations
KabaFusion —Columbus, OH
Bachelor’s degree in business, healthcare administration, pharmacy, finance, or related field required. Skilled in data analysis and reporting tools, including…
$150,000 - $180,000 a year
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internal wholesaler jobs near dallas tx

Senior Account Executive (Financial Services)

Peak American Financial Companies, Inc. -
Plano, TX

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Job Details

Full-time
$60,000 - $140,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Financial sales
Sales needs analysis
Client rapport building
Client database systems
Sales management systems proficiency
CRM system proficiency
Series 65
Customer acquisition

Full Job Description

Senior Account Executive (Financial Services)

About the Role

Peak American is seeking a highly motivated Senior Account Executive to serve as a critical part of our client acquisition and advisor development pipeline. This is a unique opportunity for experienced financial services professionals who want a clear path to becoming a Financial Advisor.Unlike traditional sales roles focused primarily on outbound prospecting, the majority of your time will be spent speaking with individuals who have already expressed interest in our services and scheduled meetings with our team. Your role is to conduct brief qualification conversations, understand each prospective client's situation, and ensure they are routed to the appropriate Financial Advisor for a productive consultation.In addition, you will have access to thousands of prospective client records and opportunities to proactively generate additional appointments for our advisory team.

Key Responsibilities

Conduct qualification calls with prospective clients who have already scheduled appointments
Evaluate client fit, financial complexity, and service needs
Route qualified prospects to the appropriate Financial Advisor based on client profile and needs
Confirm appointment readiness and improve advisor meeting quality
Identify opportunities to schedule additional consultations from existing prospect databases
Maintain accurate client notes and records within CRM systems
Collaborate closely with Financial Advisors to maximize client conversion rates
Consistently achieve appointment-setting and qualification KPIs
Deliver a professional, consultative client experience throughout the discovery process
Help drive firm growth through efficient lead management and client engagement

Compensation

Base Salary: $60,000 annually (guaranteed and does not decrease)
Bonus paid for every qualified appointment that is set and held
Additional bonus paid for appointments that convert into clients
Strong earning potential tied directly to performance and client outcomes

Career PathThis role is intentionally designed as a feeder system into our Financial Advisor career track.Successful Account Executives who consistently achieve performance metrics and demonstrate advisory aptitude will have the opportunity to advance into:

Financial Advisor
Senior Financial Advisor
Senior Wealth Manager

This position offers a clear and structured path toward a long-term advisory career within a growing wealth management organization.

Qualifications

2+ years of experience as:
Account Executive within financial services
Internal Wholesaler
Financial Advisor
Related financial sales or client-facing role
Active Series 65 license required
Strong consultative communication and discovery skills
Ability to quickly assess client needs and qualification criteria
Experience working with CRM systems and managing prospect pipelines
Self-motivated, organized, and goal-oriented
Desire to build a long-term career as a Financial Advisor

Ideal Candidate

Enjoys client conversations and relationship building
Thrives in a fast-paced, KPI-driven environment
Wants a defined path into wealth management and financial planning
Comfortable balancing inbound qualification calls with proactive appointment generation
Excited to contribute to a high-growth advisory firm

Pay: $60,000.00 - $140,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off

Application Question(s):

Do you have a Series 65 or Series 66 License (Required)?

Work Location: In person

Quick Apply

Refine Your Search

internal wholesaler jobs in dallas tx

Senior Account Executive (Financial Services)

SALES REPRESENTATIVE - BRANCH

DRIVES SPECIALIST

CONTROL SENSORS AND SAFETY SPECIALIST

Director, Trade Relations

Property Acquisition specialist

Director, Grocery Sales-Central

Key Accounts Associate, Affiliated Distribution

Director of Sales C-Stores

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