- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds ( External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... help unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative...to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP.… more
- Equitable (Lexington, KY)
- Regional Vice President ( External Wholesaler ) - Kentucky & West Virginia ( 250000M4 ) **Primary Location** : UNITED STATES-KY-LEXINGTON **Other Locations** : ... that will help unlock your potential? Equitable is seeking Regional Vice President Annuities ( External Wholesaler ) to join our Team! This role is responsible for… more
- Guardian Life (New York, NY)
- …part of an invested, sales and service based team? The major purpose of the Internal Life Insurance Wholesaler position is to provide sales and marketing support ... both the field force and home office partners, the Internal Life Wholesaler stays connected to our...combined efforts. **You will** + Work closely with the External Life Wholesaler on cases and projects… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and data on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads ... End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue… more
- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... outside the industry + A self-motivated, positive team player, with outstanding internal and external communication capabilities + Understands the unique needs… more
- Guardian Life (New York, NY)
- The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This ... relationships with clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. +… 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
- T. Rowe Price (San Francisco, CA)
- …you to consider this exciting career opportunity with our organization! As an Internal Wholesaler /Intermediary Sales Consultant, you will serve as a key sales ... Build and manage relationships with a targeted audience of financial advisors. + Collaborate with your external ...using a consultative sales process. Territory Management: + Use internal and third-party data sources to prioritize targets of… more
- Novo Nordisk (Plainsboro, NJ)
- …financial acumen and analytical skills + Proven experience of extensive contact with internal and external customers for Business Partnering is required + MS ... both externally and internally, for wholesalers. Relationships Reports to the Director, Wholesaler Strategy & Channel Operations and is in direct contact with… more
- Athene (New York, NY)
- 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 ... to helping more Americans retire with security and choice. Accountabilities: The Internal Sales Associate will play a pivotal role in supporting Vitera's defined… 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
- Anheuser-Busch (CT)
- …develop and engage people to build a high-performance sales team + Strong internal and external customer service and communication skills + Demonstrated ability ... wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role &… 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 (Chicago, IL)
- …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
- 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
- Guardian Life (Bethlehem, PA)
- …partners and wholesalers. Customize content to fit the needs of diverse external channels. + ** Wholesaler Support:** Enable wholesalers with targeted materials, ... written and verbal communication skills; able to tailor messaging for external partners and internal stakeholders. + **Collaboration:** Highly collaborative,… 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 ... COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION: This… 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 ... COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION: This… 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