- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds ( External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... help unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative...to persuade a person to buy a product or service . **Strategic Sales Planning:** Knowledge of sales principles, processes,… more
- Equitable (Lexington, KY)
- Regional Vice President ( External Wholesaler ) - Kentucky & West Virginia ( 250000M4 ) **Primary Location** : UNITED STATES-KY-LEXINGTON **Other Locations** : ... your potential? Equitable is seeking Regional Vice President Annuities ( External Wholesaler ) to join our Team! This...of Variable Annuities and Mutual Funds + Previous direct financial services sales experience + Valid driver's… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or related field and a minimum two (2) years of experience in the financial services industry. ~or~ * Any equivalent combination of experience, education, and/or ... evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial ... advisors on the benefits of offered products and services for their clients through individual or group meetings… more
- Raymond James Financial, Inc. (Southfield, MI)
- …in Finance or related field or two (2) years of experience in the financial services industry. ~or~ * Any equivalent combination of experience, education, and/or ... and experience, to create new and manage existing relationships with financial advisors/brokers and agents to generate required production/sales revenue from … more
- Guardian Life (New York, NY)
- …of all of our combined efforts. **You will** + Work closely with the External Life Wholesaler on cases and projects + Instill Confidence Through Knowledge ... independently and as part of an invested, sales and service based team? The major purpose of the Internal...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- Guardian Life (New York, NY)
- …relationships with clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + ... The Internal Wholesaler will proactively partner with the Regional Brokerage...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- BlackRock (San Francisco, CA)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs,… more
- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners,… more
- T. Rowe Price (San Francisco, CA)
- …obtain within 3 months of hire). + 3+ years of relevant experience in financial services , sales, or relationship management. + Strong consultative, client ... role, you will: + Build and manage relationships with a targeted audience of financial advisors. + Collaborate with your external sales counterpart to identify… more
- Athene (New York, NY)
- …documentation, and control protocols. Qualifications and Experience: + 4+ years of financial services experience, ideally in DCIO, annuities, or defined ... to do more. More for our customers and the financial professionals who offer our products. If you are...team. This is an ideal position for a motivated, service -oriented sales professional looking to build deep expertise in… more
- AbbVie (Mettawa, IL)
- …and order fulfillment of product in the Abbvie supply chain, administer Wholesaler Distribution Service Agreements, provide purchase trend insights and ... continually assess wholesaler and specialty pharmacy buying patterns/ financial impacts....+ Develop familiarity with all components of AbbVie's Distribution Service Agreements, command of wholesaler contractual terms… more
- Anheuser-Busch (CT)
- …and engage people to build a high-performance sales team + 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
- Aristotle Capital Management (Boston, MA)
- …financial services work experience preferred. + Investment experience or client service /sales support within the financial services industry is highly ... You'll Do The Regional Associate will be responsible for partnering with their external wholesaler (s) to develop new and maintain existing relationships with … more
- Guardian Life (Holmdel, NJ)
- …partners and wholesalers. Customize content to fit the needs of diverse external channels. + ** Wholesaler Support:** Enable wholesalers with targeted materials, ... tailored for third party partners, including broker-dealers, independents, and external wholesalers. The role will serve as a key...realize their dreams through a range of insurance and financial products and services . Our Purpose, 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 ... people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides...(PTO): 3 weeks to start increasing with years of service + Paid holiday's - 11 days! + NEW… more
- HCA Healthcare (Kissimmee, FL)
- …long-term care coverage, moving assistance, pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + ... up to $10,000 may be available for eligible qualified external candidates** **Relocation assistance may be available on a...include: + Comprehensive medical coverage that covers many common services at no cost or for a low copay.… more
- Aegon Asset Management (Denver, CO)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life ... 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. *… more
- HUB International (St. Paul, MN)
- … Group Distributors** in the financial services industry as an External Point of Sale Life Wholesaler within **Edward Jones Financial Advisors** ... need to make is a powerful resource for client service and business growth. **About the Role:** This is...Role:** + Point of sale activities with Edward Jones Financial Advisors and their clients + Participation in and… more
- JPMorgan Chase (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 ... Series 63 **Preferred Qualifications, Capabilities, and skills** + Two years of financial service experience preferred and/or related sales leadership experience… more
- Equitable (Charlotte, NC)
- …that will help unlock your potential? **Key Job Responsibilities** + Liaison between an external wholesaler team in a specified division and IR service ... service and new business cases for top financial advisors. + This person will deliver white glove...ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative… more
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