Financial Services Sales Representative

Job Title: Internal Wholesaler – Financial Services

Location: Des Moines, IA

Duration: Direct Hire

Salary Range: $50K to $55K/Base Monthly Incentives (Target Total Compensation: $97K/annum)

Job Description:

A growing financial services organization is seeking driven, sales-oriented professionals for an Internal Wholesaler opportunity supporting retirement and annuity product distribution. This role partners closely with External Wholesalers and financial advisors to grow territory sales, strengthen advisor relationships, and promote retirement-focused financial solutions.

The ideal candidate will possess strong consultative sales skills, excellent communication abilities, and a relationship-focused mindset. This is an excellent opportunity for individuals looking to build a long-term career within financial services sales and wholesaling.

Key Responsibilities

• Partner with External Wholesalers to execute territory growth strategies and advisor engagement initiatives

• Conduct proactive outbound calls and virtual presentations with financial advisors and broker dealer partners

• Develop and maintain strong advisor relationships to increase product sales and territory growth

• Present retirement and annuity solutions tailored to advisor business needs

• Identify new business opportunities and support cross-selling initiatives

• Maintain consistent follow-up activity throughout the sales cycle

• Assist advisors with illustrations, product information, paperwork, and issue resolution

• Track sales activities and manage territory pipelines effectively

• Stay current on financial markets, retirement strategies, and industry trends

• Deliver high-level customer service while meeting performance goals and sales metrics

Qualifications

• Bachelor’s degree preferred or equivalent professional experience

• Prior sales, inside sales, customer service, or business development experience required

• Financial services, insurance, banking, or investment sales experience preferred

• Strong presentation and communication skills

• Proven ability to build relationships and influence business partners

• Experience working in a fast-paced, performance-driven environment

• Proficiency with Microsoft Office Suite and CRM/sales systems

• Life & Health Insurance License preferred or ability to obtain within 45 days of employment

Ideal Candidate Profile

• Entrepreneurial and highly motivated sales professional

• Strong outbound calling and relationship management skills

• Comfortable presenting financial products and solutions

• Goal-oriented with the ability to work independently and collaboratively

• Strong organizational and multitasking abilities

• Interested in long-term growth within financial services and wholesaling

• Confident communicator with polished phone and presentation presence

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.