- 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 ... with LFDs policies and procedures What we're looking for Must-Haves 3-5 years' external sales experience in the financial services industry that directly aligns… more
- Tilray (Raleigh, NC)
- …POS standards / budget management / in-market & event activation Utilize internal (distribution, depletions, etc.) and external (Circana, competitor ad activity, ... Manager will be as follows but not limited to: Wholesaler Management Develop and execute against Territory Annual Plan...the organization, and an ability to build rapport with internal and external stakeholders Experience at having… more
- Equitable (Charlotte, NC)
- …of the time with RVPs. 7 years of proven ability to lead a high-performance wholesaler / internal wholesaler sales team as a divisional or national sales ... as a brand ambassador and subject matter expert in our strategies to internal and external audiences, presenting at national and regional advisor conferences,… more
- Covr Financial Technologies (San Francisco, CA)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is ... COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION: This… 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 ... Have** + Must be goal-oriented, focused on success. + Work collaboratively with Internal Wholesaler to build and manage relationships within territory. +… more
- Vanguard (Charlotte, NC)
- …our Training & Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in ... and mentorship from experienced professionals. + Opportunity to transition into a full-time Internal Wholesaler role upon successful completion of the program. +… 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, ... sales and Lincoln's product breath growth. + Collaborates with internal stakeholders to ensure the proper processing of all...procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services… more
- Raymond James Financial, Inc. (Troy, MI)
- …and data on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering ... goals. + Develop and maintain effective working relationships with team members, internal partners, and external parties. + Assimilate and prioritize strategies… 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. ... Jobs Hub._** **Job Purpose** **In partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for… more
- Lincoln Financial (Radnor, PA)
- …for this opportunity. **Requisition #:** 74756 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships with ... growth opportunities. + Developing and maintaining collaborative relationships with internal / external stakeholders to achieve sales objectives. + Developing… more
- Janus Henderson Investors (New York, NY)
- …and servicing of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
- BlackRock (Chicago, IL)
- …**Strong communication skills with ability to connect and build relationships with internal partners and external clients** **High level of self-motivation ... 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)
- …commercial priorities to deliver results + Partner with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales ... understand and develop strategic direction and plans to drive results + Strong internal and external customer service and communication skills + Demonstrated… more
- AbbVie (Mettawa, IL)
- …allowed returns per Terms and Conditions. Maintain a strong relationship with external and internal stakeholders. Frequently collaborates with senior leaders ... Finance, Demand Planning, Customer Service, Contracts & Pricing, and other internal stakeholders. Provide support on Wholesaler audits, quarterly reporting,… 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 ... Internal Sales Consultant - 87SW5E We're determined to...prior sales experience looking to grow their career in financial services? Would you like to use your strong… 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 ... 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
- 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 ... staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors… more
- JPMorgan Chase (Columbus, OH)
- … advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve ... and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental in assisting … more
- Endo International (Malvern, PA)
- …(5%) Customer Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess ... that strive toward Operational Excellence-pro-actively identify solutions to meet increased internal and external demands and the changing marketplace; optimize… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
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