- Principal Financial Group (Kansas City, MO)
- …Des Moines, Kansas City and Omaha. This position partners closely with the Internal Wholesaler and Sr. Director within territory for collective success in ... growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will include:** + Develop, recommend… more
- Principal Financial Group (Indianapolis, IN)
- …Region or the Great Lakes Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA ... will help you stand out:** + Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range… more
- Principal Financial Group (Minneapolis, MN)
- …Funds Distribution throughout Minnesota,. This position partners closely with the Internal Wholesaler within territory for collective success in growing ... advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will include:** + Develop, recommend and… more
- Merck & Co. (North Wales, PA)
- …position is a customer-facing position which manages our company Wholesaler /Distributor Fee-for-Service agreements for all Human Health, Oncology and Vaccine ... responsibility includes:- -Providing analytics and interpretation/understanding of data to internal colleagues as well as wholesalers/distributors on DSA agreements.-… more
- 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 ... rebate payments and communicates rebate summaries and reconciliation packages to internal leadership and external parties as needed. Support organization during high… more
- Treasury Wine Estates (Napa, CA)
- …the TWE's annual Luxury goals in the designated markets by working with internal TWE team and through the TWE distributor partners. Performance objectives are to ... information on competitive strategy & tactics to direct supervisor and key wholesaler personnel. + Ability to understand, measure, monitor and effect: + Managing… more
- Thrivent Financial (Minneapolis, MN)
- …the life they want today-and tomorrow. Job Summary The Investment Consultant's ( Internal Wholesaler ) primary responsibility is to drive Thrivent Mutual Funds, ... complement the activities of the territory's Regional Investment Consultant (external wholesaler ). The Investment Consultant will provide sales and sales support to… more
- Covr Financial Technologies (Hartford, CT)
- Internal Wholesaler (Life Insurance) REPORTS TO: Chief Revenue Officer DEPARTMENT: S ales FLSA STATUS: Exempt WORK SCHEDULE: M-F, Standard business hours ... and Fun! JOB SUMMARY: Our team is growing! The Life Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow… 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
- BlackRock (Atlanta, GA)
- …identify, develop, partner on and own client relationships. **Market 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… more
- Vanguard (Malvern, PA)
- Vanguard is seeking a motivated and dynamic Internal Wholesaler with: + Strong sales aptitude and a natural ability to engage with financial advisors across ... the client experience. Develop presentation materials for clients, advisors, conferences, and internal meetings. Respond to client or prospect inquiries in the sales… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under limited direction, the DCIO Internal Wholesaler leverages specialized knowledge and experience to independently lead all facets of the ... and communicate effectively and professionally, both orally and in writing, with internal and external clients at all organizational levels, and with all levels… more
- ADP (Florham Park, NJ)
- **ADP is hiring an Inside Sales - Internal Wholesaler .** **Sales at ADP.** It's what drives our global growth as a world-wide leader of workforce solutions. With ... us, you can achieve your best within a sales-centric, performance-oriented environment. We give you the tools to succeed, with continuous opportunities to train and advance. And as you develop the relationships that fuel our growth, you can enjoy the rewards… more
- Athene (West Des Moines, IA)
- …an inclusive and dynamic work environment at our various locations. Purpose: The Internal Wholesaler in the Independent Broker Dealer channel will educate ... Financial Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building… more
- Athene (MI)
- …broader sales objectives. + Collaborative Sales Leadership: Work closely with your Internal Wholesaler Partner to identify top opportunities, develop actionable ... Purpose: We are seeking a dynamic Vice President, External Wholesaler to lead and expand Athene's presence within the...plans in partnership with the Division Sales VP and Internal Wholesaling team. The ideal candidate is a results-driven… more
- Guardian Life (Sacramento, CA)
- …have** + Must be goal-oriented, focused on success. + Work collaboratively with Internal Wholesaler to build and manage relationships within territory. + ... The External Wholesaler , Life Insurance must have the ability to...applicant_###@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday** Every day, Guardian helps… more
- Raymond James Financial, Inc. (Springfield, IL)
- …and data on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads ... goals. * Develop and maintain effective working relationships with team members, internal partners, and external parties. * Assimilate and prioritize strategies into… more
- Wellington (Boston, MA)
- …the Role** We are seeking a talented, ambitious, driven individual to fill an internal wholesaling role on our US Wealth team. This person will work closely with ... of experience in financial services, preferably in a sales support or internal wholesaling role. + Ability to work collaboratively with external salespeople and… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- City National Bank (Houston, TX)
- …Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years of experience using basic software programs like ... matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including… more
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