- Lincoln Financial (Los Angeles, CA)
- …for this opportunity. Requisition #: 74783 The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and ... and procedures What we're looking for Must-Haves 3-5 years' external sales experience in the financial services...3-5 years' external sales experience in the financial services industry that directly aligns with the specific… more
- Equitable (Charlotte, NC)
- Job Number: 9634 Job Number: 250000A2 External Description: At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. ... to forecast and establish said goals. Assist in identifying needs of financial intermediaries, producers and prospects and coordinate field feedback to support key… more
- Tilray (Raleigh, NC)
- …as Area Sales Manager will be as follows but not limited to: Wholesaler Management Develop and execute against Territory Annual Plan in alignment with regional ... in-market & event activation Utilize internal (distribution, depletions, etc.) and external (Circana, competitor ad activity, in-market surveys, etc.) data to… more
- Covr Financial Technologies (San Francisco, CA)
- …to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability… more
- Guggenheim Investments (New York, NY)
- …territory plan to ensure achievement of assigned sales goal Follow-up on external wholesaler appointments, conference leads and referrals of qualified ... ideal candidate will demonstrate the ability to develop strong relationships with financial advisors (FA), analytical and portfolio management members for FA teams.… more
- Guardian Life (Annapolis, MD)
- The External Wholesaler , Life Brokerage must have the ability to develop strategies and business plans to win new client relationships while retaining and ... sales when necessary. Key stakeholders include Guardian Product, Distribution, Financial Professionals, Marketing, Life Income Specialists, Brokerage, and Sales.… more
- Lincoln Financial (Los Angeles, CA)
- …this opportunity. **Requisition #:** 74783 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services...3-5 years' external sales experience in the financial services industry that directly aligns with the specific… more
- BlackRock (San Francisco, CA)
- …of an organization that makes a difference! **Primary Responsibilities:** The market leader/ external wholesaler serve as the key contact between BlackRock and ... range of the BlackRock platform, products, and solutions to financial intermediaries, such as wirehouses, broker-dealers, private banks, independent...our financial intermediary clients and financial advisors and… more
- Raymond James Financial, Inc. (Troy, MI)
- …and Responsibilities:** + Responsible for building and maintaining relationships with financial professionals to generate Annuity, Life Insurance and Asset Based ... Term Care sales within a specific territory. + Educates financial professionals on the benefits of offered products and...proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Janus Henderson Investors (New York, NY)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. ... of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and… more
- Vanguard (Charlotte, NC)
- …& Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in Vanguard sales ... to get back in territory and partner with an External Sales Executive. Key Responsibilities: + Sales Training: Learn...and apply effective Vanguard sales techniques to promote our financial products and services. + Product Knowledge: Gain in-depth… more
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... Mutual Funds and Managed Portfolio's product are utilized. RICs work with Financial Representatives from their assigned territory and back-up for national sales… more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 74756 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships with key sales ... growth opportunities. + Developing and maintaining collaborative relationships with internal/ external stakeholders to achieve sales objectives. + Developing business… more
- BlackRock (Chicago, IL)
- …Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, ... to deliver One BlackRock to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s) Description**… more
- Anheuser-Busch (Billings, MT)
- …wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role & ... with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, marketing,… more
- AbbVie (Mettawa, IL)
- …all AbbVie's brand portfolio annually. Collaborating with Market Access Trade/ Wholesaler Team on Distribution Service Agreements (DSA) contract language, addressing ... returns per Terms and Conditions. Maintain a strong relationship with external and internal stakeholders. Frequently collaborates with senior leaders from Finance,… more
- Endo International (Malvern, PA)
- …(5%) Customer Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess ... and wholesaler EDI data sets. + Working knowledge of financial practices such as average selling price, gross-to-net sales components, forecasting, budgeting… more
- Equitable (Charlotte, NC)
- …7 and Series 66 or 65 strongly desired. + Prior experience as a financial advisor or wholesaler . + Strong follow-through ability and process-oriented mindset. + ... Financial Advisor Recruiter (Strong Comp. Plan) ( 25000086...ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative… 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 ... information in 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
