- CareScout (Waltham, MA)
- …careers by learning from the world and each other. POSITION TITLE External Wholesaler - Long Term Care Insurance/Solutions POSITION LOCATION Remote ... visits, seminars and conferences/trade shows participation. Work closely with assigned internal wholesaler support to deliver sales goals by identifying and… more
- CNL Financial Group (Orlando, FL)
- Position Summary: This position is responsible for the sales of the CNL Securities Corp. distributed investment products through registered representatives and ... HIRED MUST BE WILLING TO RELOCATE. Job Functions: Develop and execute sales campaigns and marketing plans for CNL Securities Corp. distributed investment products.… more
- Guggenheim Investments (New York, NY)
- … sales support; execute on territory plan to ensure achievement of assigned sales goal Follow-up on external wholesaler appointments, conference leads and ... Responsibilities Initiate sales calls to identify new sales opportunities; provide financial intermediaries with ...calls to identify new sales opportunities; provide financial intermediaries with sales ideas; product information,… more
- Yoh Services LLC (New York, NY)
- …of contact for sales and service inquiries. Generate alternative investment product sales in partnership with external sales partner Become an expert ... Sales Specialist - Alternative Investments- OnSite within the Financial Services industry to jour client, Onsite , to...wealth platform. Travel in coverage territory as requested by external sales partners to meet clients and… more
- Four Hands (Austin, TX)
- …industry. For over 25 years, Four Hands has been a leading designer and wholesaler of furniture and dcor, helping people create spaces that feel like home. ... begins. The Credit & Collections Specialist will be a key partner to the Sales organization by extending credit per the company policy that unlocks future revenue… more
- Four Hands (Austin, TX)
- …industry. For over 25 years, Four Hands has been a leading designer and wholesaler of furniture and dcor, helping people create spaces that feel like home. ... The Senior Credit and Collections Specialist will be a key partner to the Sales organization and will have a deep understanding of customer behaviors to help inform… more
- 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 ... Distribution, Financial Professionals, Marketing, Life Income Specialists, Brokerage, and Sales . **You Will** + Travel to the Guardian General Agencies within… more
- Lincoln Financial (Houston, TX)
- …with LFDs policies and procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that ... #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will...direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external… 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 ... Independents and Wirehouse firms. The Market Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep… more
- Raymond James Financial, Inc. (Troy, MI)
- … professionals to generate Annuity, Life Insurance and Asset Based Long Term Care sales within a specific territory. + Educates financial professionals on the ... sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by...functional area. **Skill in:** + Identifying the needs of financial professionals through effective questioning and listening techniques. +… more
- Jackson National Life Insurance Company (Nashville, TN)
- …sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports ... 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)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. ... needs in an effort to improve client relationships + Prepare and present sales training seminars with intermediaries to promote and develop sales opportunities… more
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... understanding the greatest opportunities for Thrivent Funds. RICs provide sales and sales support to Financial...around focus FR's and firms identifying business opportunities. Manage external rotations to meet sales and activity… more
- Lincoln Financial (Radnor, PA)
- … growth opportunities. + Developing and maintaining collaborative relationships with internal/ external stakeholders to achieve sales objectives. + Developing ... 74756 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships..._Must-haves:_ + 1 - 3+ Years of experience in financial services sales , marketing and/or relationship management… more
- BlackRock (Chicago, IL)
- …Wirehouse firms) within assigned Market Team. Market Leader will deliver expertise to financial advisors, collaborate with other sales partners to develop deep ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs,… more
- Anheuser-Busch (Billings, MT)
- …+ Partner with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, ... a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's...AOE & WEA assessments + Oversee and own the Sales , Share and Financial performance of dedicated… more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description ... than a century ago, we were among the first financial services companies in America to serve everyday people...sales and activity reporting. + Assists Internal and External Wholesalers with updating and maintaining the information in… 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 ... sales experience looking to grow their career in financial services? Would you like to use your strong...primarily based on analysis of similar positions in the external market. Actual base pay could vary and may… 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 ... or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services background with knowledge of investment trends and advisor practices… more
- Janus Henderson Investors (Denver, CO)
- … sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity and ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
