- Sun Pharmaceuticals, Inc (Princeton, NJ)
- …the Commercial, Part D, Specialty Pharmacy, and Payer Customers. Work with internal/ external customers to resolve outstanding disputes in a timely manner. Provide ... communicates rebate summaries and reconciliation packages to internal leadership and external parties as needed. Support organization during high demand audit cycles… more
- Principal Financial Group (Indianapolis, IN)
- …Great Lakes Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable ... stand out:** + Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range Information**… more
- Athene (MI)
- …at our various locations. Purpose: We are seeking a dynamic Vice President, External Wholesaler to lead and expand Athene's presence within the Financial ... objectives. + Collaborative Sales Leadership: Work closely with your Internal Wholesaler Partner to identify top opportunities, develop actionable business plans,… 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
- Raymond James Financial, Inc. (Springfield, IL)
- …End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for ... on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from… more
- Thrivent Financial (Minneapolis, MN)
- …and to complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). The Investment Consultant will provide sales and sales ... + Limited travel (10%), typically 1 week to travel with each external wholesaler in his/her respective territory to interact with advisors face-to-face. Job… more
- BlackRock (Atlanta, GA)
- …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
- Athene (CA)
- …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
- City National Bank (Augusta, ME)
- …* Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net ... *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an… more
- Aristotle Capital Management (Boston, MA)
- …You'll Do The Regional Associate will be responsible for partnering with their external wholesaler (s) to develop new and maintain existing relationships with ... process and philosophy, positioning, and performance. Key Responsibilities: + Partner with external wholesaler (s) to drive sales and market share in the… 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
- 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
- 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
- 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
- BlackRock (Boston, MA)
- …three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with ... the largest fastest growing retirement financial advisors. 2. Each Retirement Specialist is focused on cultivating new relationships across their discrete client focus list to deliver new client relationships with the next generation of the largest and fastest… 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 (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
- 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 Funds Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
Related Job Searches:
External,
External Life Wholesaler,
External Wholesaler Financial Services,
External Wholesaler Life Insurance,
External Wholesaler Mutual Funds,
External Wholesaler RPS,
External Wholesaler Retirement Plan,
Investment Consultant External Wholesaler,
Mutual Fund External Wholesaler,
Wholesaler