- 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, ... We exist to help people achieve financial clarity. At Thrivent, we believe money is...complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). The Investment Consultant will provide… more
- Equitable (Charlotte, NC)
- …emails and webinars. Internal wholesalers partner with a Regional Vice President ( External Wholesaler ) in the field and are responsible for driving activity ... Internal Wholesaler - Life ( 250000GT )...Carries a sense of urgency through all interactions both internal and external + Persistent + Organized… 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 ... have** + Must be goal-oriented, focused on success. + Work collaboratively with Internal Wholesaler to build and manage relationships within territory. +… more
- Lincoln Financial (Radnor, PA)
- …this opportunity. **Requisition #:** 75225 **The Role at a Glance** As the Internal Wholesaler for Alternative Investments, you will build and maintain business ... also be assigned territories and partner closely with the External Wholesaler (s) to continue enhancing the client...effective communication via email, phone and in person with internal / external stakeholders in a customer centric and… 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 ... sales and Lincoln's product breath growth. + Collaborates with internal stakeholders to ensure the proper processing of all...procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... outside the industry + A self-motivated, positive team player, with outstanding internal and external communication capabilities + Understands the unique needs… more
- BlackRock (San Francisco, CA)
- …partner on and own client relationships. **Market Sales Partner ( Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs,… more
- Athene (MI)
- We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of ... sales and meet business growth objectives. + Work in conjunction with Internal Wholesalers to identify producer needs, develop an extensive and productive travel… more
- City National Bank (Augusta, ME)
- …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 ... interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the… more
- Wellington (Boston, MA)
- …requirements + Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and effectively **QUALIFICATIONS** + ... financial services, preferably in a sales support or internal wholesaling role. + Ability to work collaboratively with... wholesaling role. + Ability to work collaboratively with external salespeople and other internal team members… more
- Anheuser-Busch (TN)
- …commercial priorities to deliver results + Partner with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales ... understand and develop strategic direction and plans to drive results + Strong internal and external customer service and communication skills + Demonstrated… more
- Athene (Conshohocken, PA)
- …a key partner with the Divisional Vice President, Broker Dealer Channel in ensuring internal and external wholesaler partnerships are working together to ... to do more. More for our customers and the financial professionals who offer our products. If you are... institutions strongly preferred. + 4+ years of prior internal wholesaler /sales desk experience. + Must have… more
- Diageo (Chicago, IL)
- … acumen; superior written and electronic communication; proven ability to influence internal and external partners; possess a positive outlook; excellent ... the Distributor Manager - Total Chicago **Complexity Of Role** + Lead wholesaler execution against quarterly & monthly business targets + Clearly communicate goals… 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 ... Internal Sales Consultant - 87SW5E We're determined to...prior sales experience looking to grow their career in financial services? Would you like to use your strong… 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 ... and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental in assisting … 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 ... staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors… more
- AbbVie (North Chicago, IL)
- …Audit & Compliance Support: This position will also assist the Associate Director with internal and external audit and compliance requests that span all aspects ... and order fulfillment of product in the supply chain, administer applicable Wholesaler Distribution Service Agreements, manage wholesaler data for sales… 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 ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …and a detailed understanding of the securities "wholesale" distribution process. + Prior internal or external wholesaler experience preferred with strong ... 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