- Lincoln Financial Group (Dallas, TX)
- …for this opportunity. **Requisition #:** 72628 **The Role at a Glance** As an External Wholesaler for Small Market Retirement Plan Services you will develop, ... growth goals for the small market retirement plan service product line. You will build, enhance and direct the...TX . You will also build, direct and maintain external wholesale sales programs/plans which result in an increase… more
- Lincoln Financial Group (San Diego, CA)
- …this opportunity. **Requisition #:** 73654 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... LFDs policies and procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that directly… more
- Raymond James Financial, Inc. (Troy, MI)
- …and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. **Essential Duties and ... Term Care sales within a specific territory. + Educates financial professionals on the benefits of offered products...proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and… more
- BlackRock (Princeton, NJ)
- …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory...BlackRock products and solutions to Financial Advisors within… more
- Guardian Life (Holmdel, NJ)
- …relationships with clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + ... our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our… more
- Equitable (Charlotte, NC)
- …emails and webinars within a designated territory. Internal wholesalers partner with an external wholesaler in the field and are responsible for driving activity ... Entry Level Life Internal Wholesaler (Strong Base Salary) ( 240000AH ) **Primary...Line:** Knowledge of methodologies, tools and techniques for specific products ; ability to develop product line processes… more
- Novo Nordisk (Plainsboro, NJ)
- …to the requirements and conditions + Lead the reporting and analytics of wholesaler data for internal and external use Physical Requirements 0-10% overnight ... channel customers of NN Diabetes, Obesity and Growth Hormone products within the US as well as Puerto Rico....well as Puerto Rico. This key role manages multi-million-dollar financial agreement negotiations with the "Big 3" wholesalers and… more
- Wellington (Boston, MA)
- …based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities ... pipeline growth + Build and maintain strong relationships with financial advisors, providing them with product information,...Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and… more
- TD Bank (Boston, MA)
- …management, annuities and the adoption and use of Planning tools to achieve financial targets. The IWM will be responsible for developing sales strategies, concepts ... The IWM partners with Wealth Market Leaders (WML) and Financial Advisor Managers (FAM) and Sales Modeling teams to...content and coordinating with BGAs for annuity content. The product and planning subject matter expert + Coordinates with… more
- BlackRock (Princeton, NJ)
- …CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- BlackRock (AZ)
- …or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... (USWA) business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs and… more
- Diageo (MA)
- …field based Covering Greater Boston Complexity of Role: + Assist in leading wholesaler execution against quarterly & monthly business targets. + Ensure all tools are ... Required:** + Distributor Experience, either handling or working within a beverage wholesaler . + Ability to engage, influence, and coordinate wholesalers who may… more
- Covr Financial Technologies (Hartford, CT)
- …to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit… more
- BrightSpring Health Services (Albany, NY)
- …appropriate pharmacy inventory min/max levels, forecasting and purchasing from wholesaler and warehouse + Maintains appropriate inventory levels in accordance ... and days-on-hand metrics + Works with any backordered drugs from the wholesaler or warehouse for substitution or procure within another pharmacy + Resolves… more
- Raymond James Financial, Inc. (Troy, MI)
- …applicable meetings. * Oversees the management of relationships and sales planning with external third party product sponsors. * Oversight of development and ... * Principles of banking and finance and securities industry operations. * Financial markets and products , particularly Annuities. **Skill in:** * Sourcing… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions for clients **Required Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity ... adept at balancing sales and service support for the product . Additionally, the specialist will work closely with Wealth...based plans for clients; ability to educate advisors on financial products and the process of delivering… more
- Aegon Asset Management (Denver, CO)
- …Risk; and Technology). Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description ... there. Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and… 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 ... choose. Primary Responsibilities: + Proactively position and differentiate Hartford Funds products using a consultative sales process with financial … more
- Neuberger Berman (New York, NY)
- …external wholesaler ) to promote and sell Neuberger Berman investment products through financial advisors within a specific geographic region. Candidates ... limited travel may be required. **Qualifications:** + Prior experience in sales of products within financial services industry is preferred. + Excellent verbal… more
- Equitable (Charlotte, NC)
- …that will help unlock your potential? **Key Job Responsibilities** + Liaison between an external wholesaler team in a specified division and IR service team to ... help handle service and new business cases for top financial advisors. + This person will deliver white glove...Line:** Knowledge of methodologies, tools and techniques for specific products ; ability to develop product line processes… more