Internal Wholesaler Broker Dealer Channel

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 buildingPartner tightly with your External Wholesaler to identify opportunities, open doors, and close businessTurn product knowledge into sales — helping advisors position annuity and retirement solutions with confidenceProactively generate new opportunities (not just react to inbound)Support and attend conferences, meetings, and targeted campaigns to drive territory growthBuild and manage a real pipeline using Salesforce — activity, follow-ups, and conversion tracking matter hereCreate customized illustrations and solutions that move advisors from interest → actionBe the consistent, trusted voice advisors come back toWhy This Role Is Worth Your TimeUncapped commission — real upside tied to your productionDirect visibility into territory performance and revenue impactHands-on partnership with experienced External WholesalersClear path to External Wholesaler or senior sales rolesHigh-growth business with strong product demand in the retirement spaceWhat Success Looks Like (6–12 Months In)Advisors know you, trust you, and call you firstYou're consistently driving pipeline and contributing to territory growthStrong partnership rhythm with your External WholesalerYou're not just participating — you're producingRequired Skills :Bachelor's degree or equivalent experience1+ year of sales experience (financial services, insurance, or advisor-facing preferred)PA Life, Accident & Health License + Series 63 (required)Series 7Ability to earn Long Term Care certification within first 8 weeksStrong communication skills — clear, confident, and persuasiveHigh energy, strong work ethic, and a genuine drive to winWhat Separates Top Performers in This SeatThey treat the territory like it's theirs — not something they "support"They're proactive, not reactiveThey know how to build relationships and ask for businessThey're competitive — with themselves and everyone else on the floorThey follow up relentlessly and don't let deals die in the pipelineThey learn the product deeply, but lead with advisor outcomes, not featuresSGA 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 .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 to request an accommodation or assistance regarding our policy#LI-DM1