- Protective (Covington, KY)
- …utilizing sales techniques and territory-level marketing campaigns intended to generate external wholesaler appointments with the right advisors. These quality ... tracking systems Execute territory-level marketing sales campaigns targeted to generate external wholesaler appointments Participate in weekly team meetings and… more
- NYC Health Hospitals (New York, NY)
- …reviews the following audits: Monthly TPA captured claims audit Monthly additional financial opportunity audit Bimonthly wholesaler invoice reviews Quarterly PSA ... to ensure appropriate utilization and compliance with 340B regulations as well as financial optimization of the 340B program across all Covered Entities. Acts as the… more
- JPMorgan Chase & Co. (New York, NY)
- … financial advisors in a more user-friendly way Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- National Life Group (Addison, TX)
- …to inclusion and diversity Key Responsibilities: Provide sales support for an external wholesaler (Field Leader). Promote Life and Annuity products through ... organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to… more
- Four Hands (Austin, TX)
- …industry. For over 25 years, Four Hands has been a leading designer and wholesaler of furniture and dcor, helping people create spaces that feel like home. ... support the customer credit review processes which includes analyzing financial statements, evaluating credit risks, approving accounts, and submitting… 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
- 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
- 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 ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
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