- 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 ... Independents and Wirehouse firms. The Market Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep… more
- Lincoln Financial (Seattle, WA)
- …Comply with LFDs policies and procedures What we're looking for Must-Haves 3-5 years' external sales experience in the financial services industry that ... 74774 The Role at a Glance As an Annuities External Wholesaler you will be responsible for...Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group's products to… more
- Brookfield Asset Management, Inc. (Chicago, IL)
- …and exposure to diverse businesses. Job Description The Alternative Investment Regional Director ( External Wholesaler ) is responsible for the execution of all ... of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the … 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 ... visits, seminars and conferences/trade shows participation. Work closely with assigned internal wholesaler support to deliver sales goals by identifying and… more
- Guggenheim Investments (New York, NY)
- … sales support; execute on territory plan to ensure achievement of assigned sales goal Follow-up on external wholesaler appointments, conference leads and ... Responsibilities Initiate sales calls to identify new sales opportunities; provide financial intermediaries with ...calls to identify new sales opportunities; provide financial intermediaries with sales ideas; product information,… 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 ... Distribution, Financial Professionals, Marketing, Life Income Specialists, Brokerage, and Sales . **You Will** + Travel to the Guardian General Agencies within… more
- Lincoln Financial (Houston, TX)
- …with LFDs policies and procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that ... #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will...direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external… 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 ... Independents and Wirehouse firms. The Market Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep… more
- Raymond James Financial, Inc. (Troy, MI)
- … professionals to generate Annuity, Life Insurance and Asset Based Long Term Care sales within a specific territory. + Educates financial professionals on the ... sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by...functional area. **Skill in:** + Identifying the needs of financial professionals through effective questioning and listening techniques. +… more
- Jackson National Life Insurance Company (Nashville, TN)
- …sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports ... 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. ... needs in an effort to improve client relationships + Prepare and present sales training seminars with intermediaries to promote and develop sales opportunities… more
- Vanguard (Charlotte, NC)
- …readiness, candidates are eligible to get back in territory and partner with an External Sales Executive. Key Responsibilities: + Sales Training: Learn and ... effective Vanguard sales techniques to promote our financial products and services. + Product Knowledge: Gain in-depth...sales pitches. + Team Collaboration: Work closely with External Sales Executives and other team members… more
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... understanding the greatest opportunities for Thrivent Funds. RICs provide sales and sales support to Financial...around focus FR's and firms identifying business opportunities. Manage external rotations to meet sales and activity… more
- Lincoln Financial (Radnor, PA)
- … growth opportunities. + Developing and maintaining collaborative relationships with internal/ external stakeholders to achieve sales objectives. + Developing ... 74756 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships..._Must-haves:_ + 1 - 3+ Years of experience in financial services sales , marketing and/or relationship management… more
- BlackRock (Chicago, IL)
- …Wirehouse firms) within assigned Market Team. Market Leader will deliver expertise to financial advisors, collaborate with other sales partners to develop deep ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs,… more
- Anheuser-Busch (Billings, MT)
- …+ Partner with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, ... a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's...AOE & WEA assessments + Oversee and own the Sales , Share and Financial performance of dedicated… more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description ... than a century ago, we were among the first financial services companies in America to serve everyday people...sales and activity reporting. + Assists Internal and External Wholesalers with updating and maintaining the information in… 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 ... sales experience looking to grow their career in financial services? Would you like to use your strong...primarily based on analysis of similar positions in the external market. Actual base pay could vary and may… more
- BlackRock (Boston, MA)
- …three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with ... or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services background with knowledge of investment trends and advisor practices… more
- Janus Henderson Investors (Denver, CO)
- … sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity and ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
