- Lincoln Financial (Baton Rouge, LA)
- …with LFDs policies and procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that ... #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will...direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external… more
- BlackRock (Chicago, IL)
- …Boston, Atlanta, San Francisco). + **Market Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler ... sales professionals with strong passion for engaging with Financial Advisors to identify, develop, partner on and own...including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial … more
- Lincoln Financial (Minneapolis, MN)
- …with LFDs policies and procedures. **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that ... the MoneyGuard Associate Wholesaler , you will be responsible for proactively promoting sales of Lincoln Financial Group's products to financial advisors… more
- Jackson National Life Insurance Company (Nashville, TN)
- …sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Raymond James Financial, Inc. (Troy, MI)
- … professionals to generate Annuity, Life Insurance and Asset Based Long Term Care sales within a specific territory. + Educates financial professionals on the ... sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by...functional area. **Skill in:** + Identifying the needs of financial professionals through effective questioning and listening techniques. +… more
- Equitable (IN)
- Regional Vice President ( External Wholesaler ) - Indiana "All Distribution Channels" ( 2500008W ) **Primary Location** : UNITED STATES-IN **Organization** : ... level. + Develop new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow up on Internal … more
- BlackRock (MN)
- …as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial services background with ... through Wirehouse Broker-Dealer firms. The Market Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop… more
- Lincoln Financial (Greensboro, NC)
- … growth opportunities. + Developing and maintaining collaborative relationships with internal/ external stakeholders to achieve sales objectives. + Developing ... 74473 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships..._Must-haves:_ + 1 - 3+ Years of experience in financial services sales , marketing and/or relationship management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales Support staff. Assist the Internal ... with Senior Wholesalers to generate new business and increase sales . * Communicates to Financial Advisors in...professionally, both orally and in writing, with internal and external client's at all organizational levels, and with all… more
- JPMorgan Chase (Columbus, OH)
- …of referral activity.** **Required qualifications, capabilities and skills** + 2+ years of financial sales experience + Proven track record of success in selling ... better outcomes for participants. **Job Responsibilities** + **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with approved… more
- Astellas Pharma (Northbrook, IL)
- …APUS gross sales . + Mediate settlement agreements and write-offs on financial disputes between Astellas and assigned accounts. Communicate with Head - US Trade ... Director is responsible for the strategic and tactical aspects of assigned wholesaler and specialty distributor accounts for the majority of Astellas Pharma US… more
- Anheuser-Busch (Fresno, CA)
- …+ Partner with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, ... a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's...AOE & WEA assessments + Oversee and own the Sales , Share and Financial performance of dedicated… more
- Jackson National Life Insurance Company (Nashville, TN)
- …login to Workday and apply through Jobs Hub._** **Job Purpose** **The RIA External Consultant is responsible for developing and implementing a business plan to ... achieve sales goals by covering a defined geographic territory as the sole Wholesaler in the Independent Registered Investment Advisor market. The territory for… more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description ... than a century ago, we were among the first financial services companies in America to serve everyday people...sales and activity reporting. + Assists Internal and External Wholesalers with updating and maintaining the information in… more
- BlackRock (Princeton, NJ)
- …Wirehouse firms) within assigned Market Team. Market Leader will deliver expertise to financial advisors, collaborate with other sales partners to develop deep ... sales goals.** **Portfolio Design Specialist** **: responsible for accelerating sales growth and deepening relationships with Financial Advisors by helping… more
- BlackRock (Boston, MA)
- …CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
- Janus Henderson Investors (Denver, CO)
- … sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity and ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
- Endo International (Malvern, PA)
- …a direct output of customer contracts and a critical component of gross-to-net sales on Endo's financial statements, accurate pricing and contractual terms are ... Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management...wholesaler EDI data sets. + Working knowledge of financial practices such as average selling price, gross-to-net … 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 ... managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks,… 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 ... managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks,… more
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