Top 4 Internal wholesaler Jobs in Hartford, Ct

Internal Wholesaler
Symmetry Partners —Glastonbury, CT
- From $75,000 a year
- Full-time
- Background check
- 5 years
- Finance
- Dental insurance
- Vision insurance
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Internal Wholesaler
MassMutual —Springfield, MA
- $60,000 - $95,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Commuter assistance
- Paid holidays
Strategic Account Manager
Classic Vacations, LLC —Hartford, CT
- $60,000 - $95,000 a year
- Full-time
- Remote
- Marketing
- Master's degree
- Analysis skills
- Health insurance
- Dental insurance
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Due Diligence Consultant
MassMutual —Springfield, MA
In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether…
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Wealth Management Trainee (CT)
Bankers Life —Hartford, CT
Note: Applicants must reside in the state of position to be considered. Continuous support with tech tools, marketing leads, and team collaboration.
$50,000 - $80,000 a year
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internal wholesaler jobs near hartford, ct

Internal Wholesaler

Symmetry Partners -
Glastonbury, CT

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Job Details

Full-time
From $75,000 a year

Benefits

Dental insurance
Vision insurance
Retirement plan

Qualifications

Investment
Financial sales
Teamwork
Customer relationship building
Interpersonal skills
Sales analytics & reporting tools
Series 7
Salesforce Cloud
Bachelor's degree
Financial product expertise
Sales management systems proficiency
Meeting or exceeding sales goals
CRM system proficiency
Productivity software
Series 65
Sales automation technologies

Full Job Description

Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service. We provide advisors with the tools, resources, and expertise they need to help their clients achieve financial success. Our culture is built on integrity, collaboration, and a relentless commitment to putting clients first.

Position Overview

The Internal Wholesaler supports business development efforts by identifying and advancing new opportunities, converting leads, and contributing to the growth of assets under management. This role partners closely with external sales to present Symmetry Partners’ investment and advisory solutions, build and maintain relationships with advisors and prospects, and support ongoing client engagement. The position also collaborates with Marketing on targeted initiatives, monitors sales activity and performance metrics, stays current on industry and regulatory developments, and assists in representing the firm through client interactions and industry events.

Responsibilities:

Identify and pursue new business opportunities through networking, referrals, and market outreach.
Convert qualified leads to new clients and increase assets under management (AUM).
Present and explain Symmetry Partners’ full suite of investment and advisory solutions, including Model Portfolios, Tax-Loss Harvesting Solutions, Mutual Funds & ETFs, Separately Managed Accounts (SMAs), and Technology and Practice Management Solutions
Build and nurture strong relationships with clients, prospects, and industry partners.
Collaborate with Marketing to develop targeted sales campaigns and materials.
Track and analyze key sales metrics to identify trends and areas for improvement.
Stay informed on industry trends, competitor offerings, and regulatory changes.
Represent Symmetry Partners at conferences, client meetings, and industry events.

Minimum Competencies & Qualities:

Bachelor’s degree required, preferably in Business, Finance, or a related field.
Series 7 and 65 licenses required
5–7 years of sales experience in the financial services industry.
Proven ability to meet or exceed sales goals with a client-first approach.
Strong understanding of investment products and wealth management solutions.
Excellent communication, presentation, and relationship management skills.
Entrepreneurial mindset, self-starter, and collaborative team player.
Proficiency in Salesforce, HubSpot, and Microsoft Office Suite

Compensation & Benefits

Symmetry Partners offers a competitive total rewards package, which includes:

Competitive base salary plus commission
Comprehensive health, dental, and vision insurance
Retirement plan with company match
Professional development and growth opportunities

Salary range will vary based on experience, skills, and performance.

Equal Opportunity Employer

Symmetry Partners is proud to be an Equal Opportunity Employer. We value diversity and are committed to fostering an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.

Pay: From $75,000.00 per year

Work Location: In person

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internal wholesaler jobs in hartford, ct

Internal Wholesaler

Internal Wholesaler

Strategic Account Manager

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