- Guardian Life (Annapolis, MD)
- The External Wholesaler , Life Brokerage must have the ability to develop strategies and business plans to win new client relationships while retaining and ... Must be goal-oriented, focused on success. + Work collaboratively with Internal Wholesaler to build and manage relationships within territory. + Demonstrate a strong… more
- Lincoln Financial (Houston, TX)
- …this opportunity. **Requisition #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will develop, direct, implement, and ... to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance,...& MS. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase… more
- BlackRock (San Francisco, CA)
- …of an organization that makes a difference! **Primary Responsibilities:** The market leader/ external wholesaler serve as the key contact between BlackRock and ... our financial intermediary clients and financial advisors and is responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents and Wirehouse firms. The Market Leader will deliver expertise… more
- Raymond James Financial, Inc. (Troy, MI)
- …on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated ... effective working relationships with team members, internal partners, and external parties. + Assimilate and prioritize strategies into operational guidelines.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Janus Henderson Investors (New York, NY)
- …of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and ... training needs, and recommending hiring, termination, and salary actions + Generate new sales ideas, identify new sales opportunities, and launches new products + Maintain awareness of competitive industry trends to provide technical investment information to… more
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... Representatives through both in field meetings through external rotations, as well as telephone, email and virtual...around focus FR's and firms identifying business opportunities. Manage external rotations to meet sales and activity goals. +… more
- Jackson National Life Insurance Company (Nashville, TN)
- …understanding of the securities "wholesale" distribution process. + Prior internal or external wholesaler experience preferred with strong consideration given to ... Responsibilities** + Acts as the subject matter expert on external advisory platforms and fintech tools. + Partners with...use of time through virtual training and, at the wholesaler 's request, field training. + Proactively partners with the… more
- Covr Financial Technologies (San Francisco, CA)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible ... for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… more
- Covr Financial Technologies (Hartford, CT)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible ... for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... and professional development (5%) + Attend and support client events or conferences as a Janus Henderson representative (5%) + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous… more
- BlackRock (Boston, MA)
- …three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with ... the largest fastest growing retirement financial advisors. 2. Each Retirement Specialist is focused on cultivating new relationships across their discrete client focus list to deliver new client relationships with the next generation of the largest and fastest… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation + Convey the thought leadership of our Market Insights team to aid clients' understanding of the… more
- JPMorgan Chase (Columbus, OH)
- …financial advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... achieve the territory's sales goals. + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling, and lead generation. + Convey the thought leadership of our Market Insights team to aid clients' understanding of the… more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 74756 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships with key sales ... growth opportunities. + Developing and maintaining collaborative relationships with internal/ external stakeholders to achieve sales objectives. + Developing business… more
- BlackRock (Chicago, IL)
- …identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving ... with ability to connect and build relationships with internal partners and external clients** **High level of self-motivation ability to work independently with… more
- BlackRock (Seattle, WA)
- …a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial ... services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required +… more
- Anheuser-Busch (Billings, MT)
- …wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role & ... with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, marketing,… more