- 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 ... to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance,...& MS. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase… 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
- 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
- Equitable (Charlotte, NC)
- …activity, emails and webinars. Internal wholesalers partner with a Regional Vice President ( External Wholesaler ) in the field and are responsible for driving ... Internal Wholesaler - Life ( 250000GT ) **Primary Location** :...efforts + Clear and defined expectations/plan surrounding partnership with external counterpart in your territory + Achieve over 100%… more
- Lincoln Financial (Radnor, PA)
- …clients. You will also be assigned territories and partner closely with the External Wholesaler (s) to continue enhancing the client experience to help drive ... **Requisition #:** 75225 **The Role at a Glance** As the Internal Wholesaler for Alternative Investments, you will build and maintain business relationships with… more
- BlackRock (San Francisco, CA)
- …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 (MI)
- …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
- Jackson National Life Insurance Company (Nashville, TN)
- …understanding of the securities "wholesale" distribution process. + Prior internal or external wholesaler experience preferred with strong consideration given to ... Responsibilities** + Acts as the subject matter expert on external advisory platforms and fintech tools. + Partners with...use of time through virtual training and, at the wholesaler 's request, field training. + Proactively partners with the… more
- Athene (Conshohocken, PA)
- …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
- 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
- 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
- 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
- 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 Fund Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- Wellington (Boston, MA)
- …Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial ... advisors at large wealth platforms. Core responsibilities include: + Assisting external salespeople in developing and executing sales plans to promote Wellington… more
- Wellington (Boston, MA)
- …territory. **QUALIFICATIONS** + Bachelors degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses in region + Proven ... background in asset management and alternative investments + Expertise in managing a large territory including optimizing time allocation to maximize sales + Excellent communication & presentation skills with an ability to influence others + Strong ability to… more