- Equitable (TX)
- Regional Vice President- Mutual Funds ( External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-TX **Other Locations** : ... that will help unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative relationships with existing… more
- Manulife (CA)
- …of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across ... Develop positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners. + Efficiently handle the… more
- Lincoln Financial (Los Angeles, CA)
- …this opportunity. **Requisition #:** 74783 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance,...Los Angeles. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase… more
- Athene (TX)
- …Athene USA, one of the fastest growing providers of fixed annuities, is hiring a VP/ External Wholesaler to our team who will focus on maintaining and building ... Athene's presence in the Bank Channel. The VP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The RVP must live in the South Texas/South Louisiana Territory, ideally Houston. Accountabilities: + Work… more
- Guardian Life (Sacramento, CA)
- The External Wholesaler , Life Insurance 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
- 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
- Equitable (Charlotte, NC)
- …activity, emails and webinars. Internal wholesalers partner with a Regional Vice President ( External Wholesaler ) in the field and are responsible for driving ... Internal Wholesaler - Life ( 250000GT ) **Primary Location** :...efforts + Clear and defined expectations/plan surrounding partnership with external counterpart in your territory + Achieve over 100%… more
- BlackRock (San Francisco, CA)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial Advisors, collaborate with other sales professionals to develop deep relationships.… 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
- Athene (NJ)
- …through individual and group training sessions, seminars, workshops and branch meetings. + External wholesaling position to work with the Direct IBDs to increase the ... sale of fixed indexed annuities. + Identify and develop new advisors while strengthening relationships with existing advisors. + Increase sales through field activity and in-person meetings. + Provide sales ideas and client solutions. + Strategically plan and… 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
- Athene (West Des Moines, IA)
- …the Divisional Vice President, Broker Dealer Channel in ensuring internal and external wholesaler partnerships are working together to grow their territories. ... with financial institutions strongly preferred. + 4+ years of prior internal wholesaler /sales desk experience. + Must have FINRA Licensing (Series 6) + Strong… 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
- 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
- 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
- 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
- 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
- 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
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more