H-1B Visa Internal Wholesaler Jobs
Internal Wholesaler jobs with H-1B visa sponsorship sit within financial services firms that need degree-qualified professionals to support distribution channels and advisor relationships. Roles here typically require a bachelor's in finance, business, or economics, meeting the specialty occupation threshold USCIS looks for in sponsor petitions.
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Sales - Sales
At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career while growing your skills and advancing your profession at one of the world’s leading financial services institutions.
Retirement is one of the most important financial challenges facing people today. Prudential’s Individual Retirement business helps clients address that challenge through retirement income, protection, and annuity solutions.
The Opportunity:
Prudential is seeking a highly motivated Internal Wholesaler to join our growing IMO distribution organization. In this role, you will partner closely with a Regional Vice President to grow assigned accounts, with a significant focus on building relationships directly with financial professionals and independent agents.
You will combine proactive sales activity, annuity industry knowledge, relationship development and territory management to identify opportunities and help financial professionals effectively position Prudential’s solutions with their clients. You will also support broader account-level initiatives across assigned firms, including marketing, events, and new business execution.
This is an opportunity for a driven sales professional who enjoys building relationships, developing business and expanding their wholesaling experience while gaining exposure to broader account relationships and future field sales opportunities.
Hybrid work arrangement: Hartford, CT; Shelton, CT; Newark, NJ; or Fort Washington, PA.
In this role, you will:
- Build and deepen relationships with financial professionals, independent agents and producers across an assigned territory, serving as a knowledgeable resource on Prudential’s annuity solutions.
- Partner closely with the Regional Vice President to develop and execute territory strategies, identify sales opportunities and support broader account-level relationships.
- Leverage knowledge of Fixed Indexed Annuities (FIA) to help financial professionals understand key product features, positioning and the broader competitive annuity landscape.
- Lead and support digital marketing, virtual events and other sales initiatives designed to increase engagement and drive business across assigned relationships.
- Take an active lead in the new business process, partnering with a dedicated new business case manager assigned to your territory to provide personalized support and help move business efficiently from submission through completion.
- Develop broader wholesaling and account-management capabilities through partnership and field exposure with Regional Vice Presidents and participation in larger-scale sales and firm initiatives.
What you’ll need:
- At least one year of proactive internal wholesaling experience, including responsibility for an assigned territory, geographic footprint or account relationships, rather than primarily inbound or reactive sales support.
- Annuity sales experience with working knowledge of Fixed Indexed Annuities, including an understanding of key product features and the competitive annuity marketplace.
- Demonstrated experience proactively developing relationships with financial professionals, advisors, agents, or producers.
- Strong sales orientation with demonstrated success working toward measurable business and sales goals.
- Ability to manage multiple aspects of a territory, including producer engagement, new business activity, marketing initiatives, and events.
- Strong communication, relationship-building, and organizational skills.
- FINRA Series 6 or 7, Series 63, and applicable state insurance license required.
It would be a plus if you have:
- Experience working within or supporting the IMO and/or FMO distribution channels.
- Experience working specifically in the Fixed Indexed Annuity space.
What we offer you:
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.
Job Classification:
Sales - Sales
At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career while growing your skills and advancing your profession at one of the world’s leading financial services institutions.
Retirement is one of the most important financial challenges facing people today. Prudential’s Individual Retirement business helps clients address that challenge through retirement income, protection, and annuity solutions.
The Opportunity:
Prudential is seeking a highly motivated Internal Wholesaler to join our growing IMO distribution organization. In this role, you will partner closely with a Regional Vice President to grow assigned accounts, with a significant focus on building relationships directly with financial professionals and independent agents.
You will combine proactive sales activity, annuity industry knowledge, relationship development and territory management to identify opportunities and help financial professionals effectively position Prudential’s solutions with their clients. You will also support broader account-level initiatives across assigned firms, including marketing, events, and new business execution.
This is an opportunity for a driven sales professional who enjoys building relationships, developing business and expanding their wholesaling experience while gaining exposure to broader account relationships and future field sales opportunities.
Hybrid work arrangement: Hartford, CT; Shelton, CT; Newark, NJ; or Fort Washington, PA.
In this role, you will:
- Build and deepen relationships with financial professionals, independent agents and producers across an assigned territory, serving as a knowledgeable resource on Prudential’s annuity solutions.
- Partner closely with the Regional Vice President to develop and execute territory strategies, identify sales opportunities and support broader account-level relationships.
- Leverage knowledge of Fixed Indexed Annuities (FIA) to help financial professionals understand key product features, positioning and the broader competitive annuity landscape.
- Lead and support digital marketing, virtual events and other sales initiatives designed to increase engagement and drive business across assigned relationships.
- Take an active lead in the new business process, partnering with a dedicated new business case manager assigned to your territory to provide personalized support and help move business efficiently from submission through completion.
- Develop broader wholesaling and account-management capabilities through partnership and field exposure with Regional Vice Presidents and participation in larger-scale sales and firm initiatives.
What you’ll need:
- At least one year of proactive internal wholesaling experience, including responsibility for an assigned territory, geographic footprint or account relationships, rather than primarily inbound or reactive sales support.
- Annuity sales experience with working knowledge of Fixed Indexed Annuities, including an understanding of key product features and the competitive annuity marketplace.
- Demonstrated experience proactively developing relationships with financial professionals, advisors, agents, or producers.
- Strong sales orientation with demonstrated success working toward measurable business and sales goals.
- Ability to manage multiple aspects of a territory, including producer engagement, new business activity, marketing initiatives, and events.
- Strong communication, relationship-building, and organizational skills.
- FINRA Series 6 or 7, Series 63, and applicable state insurance license required.
It would be a plus if you have:
- Experience working within or supporting the IMO and/or FMO distribution channels.
- Experience working specifically in the Fixed Indexed Annuity space.
What we offer you:
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.
See all H-1B Visa Internal Wholesaler Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Internal Wholesaler
Frame your degree for specialty occupation
Internal Wholesaler roles must clear USCIS's specialty occupation bar. Document how your finance, economics, or business degree directly maps to your day-to-day duties, so your employer's I-129 petition survives a Request for Evidence without revision.
Look up prevailing wages before negotiating
Your employer's LCA must certify a wage at or above the DOL prevailing rate for your work location. Run the OFLC Wage Search using SOC code 41-3031 before any offer discussion, so you know the floor and can negotiate from an informed position.
Target broker-dealers with established H-1B pipelines
Financial services distributors at wirehouses and independent broker-dealers file H-1B petitions far more routinely than smaller RIA shops. Use Migrate Mate to identify firms with verified H-1B LCA filing history for sales and distribution roles specifically.
Confirm each office location on the LCA before accepting
If your role covers multiple regional offices or requires rotating between branch locations, each worksite needs its own certified LCA. Raise this with HR before signing an offer, not after the I-129 is filed, to avoid compliance gaps.
Time your job search around the H-1B cap selection cycle
If you need a new H-1B rather than a transfer, the selection rules have changed recently. Build in runway to research current registration windows through USCIS and avoid targeting a start date that lands outside the available filing period.
Secure FINRA licensing records before employer review
Many Internal Wholesaler roles require Series 6, 7, or 63 licenses. Have your FINRA BrokerCheck transcript and any active license transfers ready during the H-1B petition phase, since licensing status can affect the employer's specialty occupation documentation.
H-1B Visa Internal Wholesaler: Frequently Asked Questions
Does an Internal Wholesaler role qualify as a specialty occupation for H-1B purposes?
It depends on how the position is structured and documented. Roles that require a bachelor's degree in finance, economics, or business as a minimum entry requirement for the specific duties typically qualify. Employers strengthen the case by tying degree-level analytical and consultative tasks directly to job descriptions. USCIS reviews the actual duties, not just the job title, so the framing of the I-129 petition matters significantly.
How long can I work as an Internal Wholesaler on H-1B status?
USCIS grants H-1B status for up to three years initially, with the option to extend to a six-year maximum. Beyond six years, continued H-1B extensions are possible only if you have an approved I-140 immigrant petition or a PERM labor certification that has been pending for at least 365 days. Planning your green card timeline early is especially relevant in financial services, where employer-sponsored EB-2 and EB-3 paths are common.
What happens if I move from a phone-based Internal Wholesaler role to a hybrid or field role?
Any change in worksite location requires a new certified LCA from DOL before you begin working at the new location. If your employer restructures your territory to include physical branch visits, they must amend the I-129 petition with USCIS to reflect the updated worksite list. Skipping this step creates compliance exposure for both you and your employer, so flag geographic changes to HR as early as possible.
Which types of financial services employers are most likely to sponsor H-1B visas for Internal Wholesalers?
Asset managers, mutual fund distributors, annuity carriers, and large broker-dealers are the most consistent sponsors for Internal Wholesaler roles because they maintain dedicated immigration counsel and HR infrastructure for visa filings. Regional banks and boutique RIA firms sponsor far less frequently. Migrate Mate lets you browse Internal Wholesaler openings filtered to employers with verified H-1B LCA filing history, so you can focus your applications where sponsorship is already established.
Does my FINRA licensing status affect my H-1B petition as an Internal Wholesaler?
FINRA licenses such as the Series 6, 7, or 63 are not immigration documents, but they are part of the employer's specialty occupation argument. If the job posting requires specific licenses as a condition of employment, those requirements reinforce the degree-level professional standard USCIS looks for. Keep your license transfer paperwork and BrokerCheck records current so your employer can include them as supporting evidence in the I-129 filing.