- BlackRock, Inc. (San Francisco, CA)
- …part of an organization that makes a difference! Primary Responsibilities: The market leader/ external wholesaler serve as the key contact between BlackRock and ... *Demonstrate personal accountability and track record for delivering results. *Strong financial services background with knowledge of investment rends and… more
- Lincoln Financial (Seattle, WA)
- …looking for Must-Haves 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities ... 74774 The Role at a Glance As an Annuities External Wholesaler you will be responsible for...will be responsible for proactively promoting sales of Lincoln Financial Group's products to financial advisors within… more
- Brookfield Asset Management, Inc. (Chicago, IL)
- …exposure to diverse businesses. Job Description The Alternative Investment Regional Director ( External Wholesaler ) is responsible for the execution of all sales, ... Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively... service , and marketing related activities in their region within… more
- CareScout (Waltham, MA)
- …careers by learning from the world and each other. POSITION TITLE External Wholesaler - Long Term Care Insurance/Solutions POSITION LOCATION Remote ... and a minimum six (6) years of professional experience in insurance / financial services distribution Life & Health Insurance license Required/ CLTC Designation… more
- UC Davis Health (Sacramento, CA)
- …of pharmacy in implementing departmental strategy, optimizing outcomes, achieving financial targets, and ensuring operational excellence. The pharmacist serves as ... a liaison with external stakeholders to work towards achieving department goals. They...develop drug shortage management plans, drug utilization evaluations, and financial reports . Written and oral communication skills to… 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 ... goal-oriented, focused on success. + Work collaboratively with Internal Wholesaler to build and manage relationships within territory. +...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- 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, ... effectively to support growth in all segments of Lincoln's products/ service offerings to maximize and capitalize on the opportunities...3-5 years' external sales experience in the financial services industry that directly aligns with… 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 ... Demonstrate personal accountability and track record for delivering results. . Strong financial services background with knowledge of investment rends and… more
- Raymond James Financial, Inc. (Troy, MI)
- …or related field and a minimum three (3) years of experience in the financial services industry. ~or~ * Any equivalent combination of experience, education, ... proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and...**Ability to:** + Identify and position the products and services brokers use in financial planning. +… 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. + ... **Qualifications** **Bachelor's Degree or related work experience required.** **3+ years of financial services experience or 2+ years sales experience in… more
- Janus Henderson Investors (New York, NY)
- …Happy Hours Must have skills + At least five years of field experience in financial services industry + Bachelor's Degree or equivalent required + Series 6, 7 ... history, investment resources/team/style/process, and fund offerings + Solid understanding of financial services industry and investment products in general,… more
- Vanguard (Charlotte, NC)
- …degree in finance, Business, Marketing, or related field. + Strong interest in financial services and sales. + Excellent communication and interpersonal skills. ... Training: Learn and apply effective Vanguard sales techniques to promote our financial products and services . + Product Knowledge: Gain in-depth understanding… more
- Thrivent Financial (OH)
- …sales situations. + Strong entrepreneurial instincts. + Minimum 5-10 years of financial services experience preferably wholesaling with demonstrated increases in ... Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with...responsibility. + Advanced financial services designations a plus. + FINRA… more
- Lincoln Financial (Radnor, PA)
- …we're looking for** _Must-haves:_ + 1 - 3+ Years of experience in financial services sales, marketing and/or relationship management that directly aligns with ... opportunity. **Requisition #:** 74756 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships with key sales… more
- Anheuser-Busch (Billings, MT)
- …develop strategic direction and plans to drive results + Strong internal and external customer service and communication skills + Demonstrated ability to build ... wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role &… more
- Endo International (Malvern, PA)
- …(5%) Customer Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess ... customer relationships, as well as with Legal, Finance, Customer Service and members of Pricing and Contracts on daily...wholesaler EDI data sets. + Working knowledge of financial practices such as average selling price, gross-to-net sales… more
- Equitable (Charlotte, NC)
- …**Required Qualifications** + 2 years of professional recruiting experience in financial services or wealth management industry **Preferred Qualifications** + ... or 65 strongly desired. + Prior experience as a financial advisor or wholesaler . + Strong follow-through...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
- Walgreens (Chicago, IL)
- …and at least 7 years of experience in category management strategies for a retailer, wholesaler , or a services company. + At least 7 years of experience applying ... and implementation of global category strategies for indirect goods and services . Creates and executes short-term and long-term strategies that align with… more
- Covr Financial Technologies (Hartford, CT)
- … to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... consider hybrid COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a- services platform (InsurTech) that simplifies the buying process for life,… more
