- Covr Financial Technologies (Hartford, CT)
- Internal Wholesaler (Life Insurance) REPORTS TO: Director of Sales Operations DEPARTMENT: S ales FLSA STATUS: Exempt WORK SCHEDULE: M-F, Standard business hours ... care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs,...JOB SUMMARY: Our team is growing! The Life Insurance Internal Wholesaler works in partnership with their… more
- Guardian Life (New York, NY)
- …expanded suite of products and solutions to help them achieve financial well-being. The Internal Wholesaler is an integral part of Park Avenue Securities (PAS). ... Able to gain trust and respect of multiple contingent internal and external partners. + An established sales person,...and timely activity tracking. + Closely worth with regional wealth management teams to identify HNW opportunities… more
- JPMorgan Chase (Jersey City, NJ)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... banking services including trusts and estates, loans, mortgages, and deposits. JP Morgan Wealth Management serves clients across the entire wealth spectrum.… more
- Manulife (GA)
- …Develop strong relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders. + Effectively manage ... recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive...the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals,… more
- Covr Financial Technologies (Hartford, CT)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position....to achieve sales targets. + Partners closely with account management in order to advance sales within region. +… more
- BlackRock (New York, NY)
- **About this role** **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial ... and independent firms. **Role Description** Market Leaders in US Wealth Advisory are responsible for all aspects of the...+ Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and… more
- HUB International (Warwick, RI)
- …casualty, risk management , life and health, employee benefits, investment, and wealth management products and services. With over 18,000 employees in 750 ... a solid understanding of our products. **Key Responsibilities:** + **Policy Management :** Receive, review, and process policies, endorsements, and other relevant… more
- HUB International (Warwick, RI)
- …casualty, risk management , life and health, employee benefits, investment, and wealth management products and services. With over 18,000 employees in 750 ... exceptional customer service, building and maintaining strong relationships. + **Data Management :** Maintain and update internal reports accurately and timely.… more