- Equitable (Charlotte, NC)
- Internal Wholesaler - Annuities ( 2400009G ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... outbound and inbound phone activity, emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and… 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). ... a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate… more
- Jackson National Life Insurance Company (Nashville, TN)
- …mutual funds, insurance, or annuities preferred.** **Jackson Level 3 Internal Wholesaler experience preferred.** **Experience in marketing investments, ... sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler pod members and Internal Wholesaler pod members.… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- Aegon Asset Management (Denver, CO)
- …supply inventory and proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship ... Job Family Internal Sales About Us At Transamerica, hard work,...retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management… more
- Aegon Asset Management (CT)
- …Transamerica's sales and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by Transamerica Capital, Inc. ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- DXC Technology (Des Moines, IA)
- …customer experience transformation. **_About The Role:_** The primary responsibility of a Wholesaler Services Representative is to support internal and external ... existing annuity business across all distribution channels and products. Wholesaler Services also provides pro-active and follow up outbound calls with… more
- Lincoln Financial Group (Richmond, VA)
- …**Requisition #:** 72562 **The Role at a Glance** As an External Wholesaler for Small Market Retirement Plan Services you will develop, direct, implement, ... achieve profitable sales and Lincoln's product breath growth. Collaborates with internal stakeholders on proposals and distribution of relevant marketing materials… more
- Lincoln Financial Group (Fort Lauderdale, FL)
- …**Requisition #:** 72854 **The Role at a Glance** As an External Wholesaler for Small Market Retirement Plan Services you will develop, direct, implement, ... strict attention to detail. Demonstrates advanced relationship management skills with internal clients (eg management, peers and colleagues) and external clients.… more
- Truist (Phoenix, AZ)
- …the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents nationwide through digital, ... defined sales channel, product line and/or solution center 2. Utilize and understand internal resources to capitalize on team results 3. Incrementally grow book of… more
- JPMorgan Chase (Jersey City, NJ)
- …+ Develop annuity product sales initiatives and strategies with the internal sales teams to deepen advisor's education and utilization of annuities ... Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Annuity and Life Insurance organization lives at the intersection of goals-based… more
- Equitable (Charlotte, NC)
- Premier Operations Associate- Annuities Team ( 24000083 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... help unlock your potential? **Key Job Responsibilities** + Liaison between an external wholesaler team in a specified division and IR service team to help handle… more
- MassMutual (Boston, MA)
- **Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD** **Full-Time, Boston, Springfield or NYC (Hybrid)** **Opportunity** The MMSD Advisor ... to shape our value-add program. **The Team** The MMSD Annuity team is responsible for the expansion of ...+ Create. manage and track leads for external and internal wholesalers from the CE program. + Develop and… more
- Equitable (Charlotte, NC)
- …that will help unlock your potential? Individual Retirement designs and distributes annuity products to help individuals accumulate wealth and prepare for the income ... need in retirement. With more than 900,000 active variable annuity policies, Individual Retirement is one of the leading...enhancing the features of the product and working with internal and external business, home office and field sales… more
- Guardian Life (New York, NY)
- …sales calls and presentations to registered FRs. + Document Field interactions in wholesaler CRM. **You are:** + Self-motivated and can adapt to a fast moving ... + Bachelor's degree or equivalent work experience required. + Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management). +… more
- Equitable (Charlotte, NC)
- …the Data Analytics Organization and other enterprise partners 5. Manage Wholesaler productivity toolset and their integrations with Sales Force including Performance ... in an Agile Project Management methodology environment **Preferred Qualifications** + Variable Annuities and/or Retirement Plans, highly desired + FINRA Series 6 or… more