Sharing a Commitment to Equity
Our Mission
To increase hiring, retention, and career advancement of a wholesaler workforce that better reflects America by sharing knowledge and building relationships.
Our goal isn’t simply to hire a more diverse wholesaler workforce. It’s to build rewarding, long-term career success defined by:
Personal rewards of strong client relationships built on mutual success
Sharing diverse thoughts, opinions, experiences, and perspectives to enrich our clients and ourselves
Mentoring relationships for future generations of wholesalers
What Is a Wholesaler?
Wholesalers build relationships and sell investment and insurance products and services to fellow financial professionals. Although many financial institutions are taking steps toward diversity, equity, and inclusion, the wholesaler workforce still does not represent America. It’s time for a change. We work with students, educators, recruiters and employers to close diversity gaps and ensure that historically underrepresented people have an equitable chance for success in our industry.
Building Equity Together
We believe change starts at the top, and that’s why the top names in financial services and insurance comprise the Coalition’s membership. To strengthen the Coalition, we also partner with a select group of well-established key resources.