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ETF External Wholesaler

Corgi Insurance
Multiple territories (Florida, Illinois (Chicagoland), Indiana, Michigan, Tennessee, and Texas)

About this role

Role Description

The ETF External Wholesaler is a full-time, defined territory role, responsible for driving distribution and asset growth for Corgi Invest’s ETF lineup. This role focuses on building and maintaining relationships with financial advisors, wealth managers, and other intermediaries, including conducting in-person meetings, calls, and presentations to educate them on the firm’s strategies and product offerings. The External Wholesaler will develop and execute territory-level business plans, collaborate closely with internal sales partners, and provide ongoing market and product insights to clients.

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