- 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...future. We focus on identifying a clear path to financial security, with products including annuities, life… more
- Tilray (Raleigh, NC)
- …forging indelible connections between brands and consumers by making our products available, visible, relevant, recommended, and perfectly enjoyed every time. Our ... 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… 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. ... wholesalers. Management of the wholesalers includes accountability for hitting products sales targets, mix targets, maintaining activity levels and remaining… 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 ... Planning Team. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: Advises financial advisors on sales concepts, insurance products , and… 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 ... Responsibilities Initiate sales calls to identify new sales opportunities; provide financial intermediaries with sales ideas; product information, performance… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**In partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a ... - regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. +… 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 ... our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our… 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...future. We focus on identifying a clear path to financial security, with products including annuities, life… more
- Raymond James Financial, Inc. (Troy, MI)
- …and Asset Based Long Term Care sales within a specific territory. + Educates financial professionals on the benefits of offered products and services for their ... proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and...and spreadsheets. **Ability to:** + Identify and position the products and services brokers use in financial … 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 ... is responsible for delivering the full range of the BlackRock platform, products , and solutions to financial intermediaries, such as wirehouses, broker-dealers,… more
- Janus Henderson Investors (New York, NY)
- …history, investment resources/team/style/process, and fund offerings + Solid understanding of financial services industry and investment products in general, ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
- Vanguard (Charlotte, NC)
- …+ Sales Training: Learn and apply effective Vanguard sales techniques to promote our financial products and services. + Product Knowledge: Gain in-depth ... for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills… more
- Thrivent Financial (OH)
- …assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial ... addressing advanced planning topics where Thrivent Mutual Funds and Managed Portfolio's product are utilized. RICs work with Financial Representatives from their… more
- Lincoln Financial (Radnor, PA)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and ... 74756 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships...stakeholders to ensure the proper processing of all sold products from time of sale to issuance. + Collecting… 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 (New York, NY)
- …wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role & ... between company and customer objectives + Oversee Commercial plan development, Wholesaler Joint Business Plans (WJBP), and critical Commercial processes, including… more
- Dr. Reddy's Laboratories (Princeton, NJ)
- …You will be responsible for developing product forecasts, both volume and financial , for assigned new products to enable evaluation of potential opportunity ... products , develop annual budgets and latest estimates for product revenues and margins, coordinate with Sales team and...requirements. + Your role involves developing and updating the financial forecast of the assigned product portfolio… more
- AbbVie (Mettawa, IL)
- …supporting all therapeutic areas and business franchises for all AbbVie pharmaceutical products (~360 product NDCs across AbbVie's portfolio) related to ... key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services in our Allergan Aesthetics portfolio. For more information about… more
- Endo International (Malvern, PA)
- …Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess strategic ... 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 ...for technology and using it to aid sales of financial products . + Strong analytical thinker and… more
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