- Guardian Life (Holmdel, NJ)
- The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual ... clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + Proactively follow up… more
- JPMorgan Chase (Los Angeles, CA)
- …Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales experience + Excellent relationship building ... trusts and estates, loans, mortgages, and deposits. As the Western Divisional Annuity Specialist, you will support advisors within JP Morgan's Wealth Management… more
- Athene (West Des Moines, IA)
- …even higher. We're ready to help you achieve more. Purpose: The Internal Wholesaler in the Independent Broker Dealer channel will educate Financial Advisors on ... Athene annuity products, services and resources via proactive & direct...financial services industry sales experience required; with prior an annuity products sales experience strongly preferred. + State Insurance… more
- Raymond James Financial, Inc. (Troy, MI)
- …Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales within a ... on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated… more
- TD Bank (Boston, MA)
- …and philosophy and provide advice around financial planning, investment management and annuity / insurance solutions + Participates in the development of content for ... with providing investment and planning content and coordinating with BGAs for annuity content. The product and planning subject matter expert + Coordinates with… more
- Aegon Asset Management (Denver, CO)
- …(RVP) with a common goal of increasing company's share of mutual funds, annuity , and insurance marketplace as well as visibility of Transamerica's products and ... dedicated sales support and service through proactive calling (45 outbound phone calls or 55 total calls, both inbound and outbound). + Daily contact with RVP (ie territory coverage, relationship building in accordance with business plan and/or sales goals.) +… more
- Raymond James Financial, Inc. (Troy, MI)
- …obtained through experience, training and/or certification to lead and coordinate an annuity distribution organization composed of a team of external and internal ... recommendations and providing appropriate learning resources. * Coaches and develops wholesaler and support staff. * Plans, assigns, monitors, reviews, evaluates and… more
- Lincoln Financial Group (Radnor, PA)
- …providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business ... Coordinator Program. **What you'll be doing** + Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance… more
- T. Rowe Price (San Francisco, CA)
- …only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized role the RSS maintains a highly leveraged ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
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