Employer Markets Wholesaler Senior Jobs

Explore a rewarding career path with Senior Employer Markets Wholesaler jobs, a highly specialized and influential role within the financial services and retirement planning sector. Professionals in this field act as the critical bridge between financial product manufacturers and the advisory networks that serve employer-sponsored retirement plans. Their primary mission is to drive the adoption of sophisticated in-plan retirement products, such as annuities and other defined contribution investment-only (DCIO) solutions, by educating and empowering financial advisors. A typical day for a Senior Employer Markets Wholesaler is dynamic and relationship-focused. The core of the role involves B2B sales and strategic partnership development. These individuals are responsible for a specific territory, which they manage through extensive travel and virtual meetings. Their key duties include proactively building and nurturing long-term relationships with independent ERISA specialists, financial advisors, and other strategic partners. They are not just order-takers; they are consultants and educators. A significant part of their responsibility is to conduct compelling presentations and one-on-one meetings to articulate the value proposition of their product suite, explain complex regulatory landscapes like ERISA, and demonstrate how these solutions meet the retirement income needs of plan participants. Effective time and territory management is essential to maximize face-to-face and virtual contact with current and prospective clients. To excel in these senior-level jobs, candidates must possess a unique blend of deep industry knowledge and proven sales acumen. Typically, employers seek individuals with 4-5 years of direct experience in the DCIO or ERISA advisory space. A solid educational background in Finance, Economics, or a related field is standard, though equivalent experience is often considered. Crucially, this profession requires specific financial licenses to operate legally and credibly. These almost always include FINRA Series 6 and 63 registrations, as well as a Life Insurance license. Beyond technical qualifications, top performers exhibit exceptional presentation and public speaking skills, allowing them to command a room and influence key decision-makers. They are self-starters with a documented history of meeting and exceeding sales targets. Given the travel-intensive nature of the role, often consuming up to 50% of one's time, comfort with a mobile lifestyle and proficiency with emerging communication technologies for video conferencing and remote sales are fundamental requirements. If you are a strategic sales professional passionate about the retirement plan industry, Senior Employer Markets Wholesaler jobs offer a challenging and lucrative opportunity to shape the future of workplace savings. This career path is ideal for those who thrive on autonomy, enjoy educating others on complex financial instruments, and are driven by results. Discover how your expertise can connect innovative retirement solutions with the advisors and plan participants who need them.