- JPMorgan Chase (Los Angeles, CA)
- …Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales experience + Excellent ... campaigns + Maintain an effective relationship with internal and external partners in order to drive annuity ...and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based… more
- Guardian Life (Holmdel, NJ)
- …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...+ Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts… more
- Raymond James Financial, Inc. (Troy, MI)
- …End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for ... Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales within a… more
- Equitable (Charlotte, NC)
- …emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and are responsible for driving activity ... Internal Wholesaler ( 240000JA ) **Primary Location** : UNITED...will help unlock your potential? **Key Job Responsibilities** Increase Annuity Product sales and strengthen client relationships through outbound… more
- TD Bank (Boston, MA)
- …and philosophy and provide advice around financial planning, investment management and annuity / insurance solutions + Participates in the development of content for ... investment and planning content and coordinating with BGAs for annuity content. The product and planning subject matter expert...TD Wealth sales process + Leveraging third party / external wholesalers in the field to provide additional resources… more
- Raymond James Financial, Inc. (Troy, MI)
- …coordinate an annuity distribution organization composed of a team of external and internal sales consultants to achieve a specific sales target from financial ... or recommends solutions to complex problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to… more
- T. Rowe Price (San Francisco, CA)
- …only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized role the RSS maintains a highly leveraged ... coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented… more
- Lincoln Financial Group (Radnor, PA)
- …for providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory ... Business Coordinator Program. **What you'll be doing** + Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the… more