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Revolt Financial · 1 day ago

Senior External Wholesaler

United States

Full-time

Remote

Senior Level

5+ years exp

Revolt Financial is a growing financial services firm seeking a Senior External Wholesaler to drive business development and expand distribution across key wealth management channels. This client-facing role focuses on building advisor relationships, delivering education, and partnering with internal teams to support sales growth.

Financial Services

Hiring Manager

Michelle Sambrano

Responsibilities

Build and deepen relationships with advisors and firms through meetings, events, and regular touchpoints. Expand networks of top producers while converting prospects into active partners

Manage the entire sales cycle, from opportunity generation through to closing. Maintain a robust pipeline and deliver on monthly and quarterly sales targets

Deliver engaging presentations, webinars, and training sessions to advisors, highlighting product use cases, benefits, risks, and portfolio applications

Work closely with internal teams, including product, operations, compliance, and marketing, to ensure alignment and effective execution of distribution strategies

Qualification

External wholesaling experienceInvestment product knowledgeFINRA licensingSales goal achievementPresentation skillsCommunication skillsRelationship-building skills