- 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 ... sales when necessary. Key stakeholders include Guardian Product, Distribution, Financial Professionals, Marketing, Life Income Specialists, Brokerage, and Sales.… 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 ... procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services...3-5 years' external sales experience in the financial services industry that directly aligns with the specific… 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 ... range of the BlackRock platform, products, and solutions to financial intermediaries, such as wirehouses, broker-dealers, private banks, independent...our financial intermediary clients and financial advisors and… more
- Raymond James Financial, Inc. (Troy, MI)
- …and Responsibilities:** + Responsible for building and maintaining relationships with financial professionals to generate Annuity, Life Insurance and Asset Based ... Term Care sales within a specific territory. + Educates financial professionals on the benefits of offered products and...proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and… 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)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. ... of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and… more
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... Mutual Funds and Managed Portfolio's product are utilized. RICs work with Financial Representatives from their assigned territory and back-up for national sales… 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)
- …Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, ... to deliver One BlackRock to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s) Description**… 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
- Endo International (Malvern, PA)
- …(5%) Customer Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess ... and wholesaler EDI data sets. + Working knowledge of financial practices such as average selling price, gross-to-net sales components, forecasting, budgeting… 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 ... information in an actionable fashion to JNLD internal and external sales teams. + Partners with financial ...use of time through virtual training and, at the wholesaler 's request, field training. + Proactively partners with the… 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 ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- Covr Financial Technologies (San Francisco, CA)
- …to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability… more
- Mount Sinai Health System (New York, NY)
- …ETL processes, ensuring timely and accurate integration of data from various external sources, including wholesalers, claims systems, and financial platforms. + ... high-impact data analysis, reporting, and automation to improve pharmacy financial performance, operational efficiency, and clinical decision-making. This role works… more
- Aegon Asset Management (Denver, CO)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . ... United in our purpose, we help people create the financial freedom to live life on their terms. What...Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job… more
- JPMorgan Chase (New York, NY)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- Robert Half Finance & Accounting (Parsippany, NJ)
- …and the department's overall performance. . Serve as the primary liaison with external auditors, tax consultants, and other financial partners. . Stay updated ... Description Our client is a growing mid-size food wholesaler and distribution company dedicated to delivering quality...seeking a skilled and experienced Controller to oversee our financial operations and support our continued growth. Family run… more
- JPMorgan Chase (New York, NY)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- JPMorgan Chase (Columbus, OH)
- … advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve ... helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of … more
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