In business since 2003, Wholesaler Express specializes in scheduling and marketing support for Wholesalers in the Financial Services Industry.  The partners at Wholesaler Express have over 20 years of experience in the industry with prior positions in Wholesaling and National Account Management.  Our dedicated team across the country is committed to building long-term relationships by offering exceptional customer service and a drive to reach goals.  The services we provide have a proven track record of increasing activity, sales production and allow Wholesalers to devote more time to client development.

---

​Territory Management
​
Mapping programs provide assistance with identifying sales opportunities and creating target zones.  We have a system for managing territory data and lists to identify current producers  and where there is opportunity for growth.


​​Scheduling Services

We have established a system for scheduling with a track record of increasing activity through appointment setting and calendar management.  Our experienced team across the country is committed to achieving high goals.

​Marketing Support

We offer marketing  ideas to assist with  staying in front of  top clients and prospects including target marketing and drip mailing campaigns.  We provide unique solutions to open doors for future sales opportunities and meetings.