- Lincoln Financial Group (Hartford, CT)
- …this opportunity. **Requisition #:** 73912 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance,...& CT. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase… more
- Equitable (WI)
- Regional Vice President ( External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... Equitable **Schedule** : Full-time **Description** At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with… 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 ... on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated… more
- BlackRock (San Francisco, CA)
- …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA… more
- CRC Insurance Services, Inc. (TX)
- …skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management skills 4. Ability to prioritize and ... accomplish multiple tasks simultaneously 5. Capable of working independently as well as in a team environment 6. Ability to work in a self-directed fashion 7. Experience with PC's in a Windows environment 8. Demonstrated proficiency in basic computer… more
- JPMorgan Chase (Columbus, OH)
- …capital markets by offering timely solutions. You will partner with a Client Advisor ( external wholesaler ), and together, you will strive to meet the goals for ... advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
- Covr Financial Technologies (Hartford, CT)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible ... for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… 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 ... annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion… 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 team to ... techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. **Diversity,… more
- JPMorgan Chase (Los Angeles, CA)
- …Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales experience + Excellent relationship ... other marketing campaigns + Maintain an effective relationship with internal and external partners in order to drive annuity solutions, develop deeper relationships… more
- Equitable (GA)
- …your potential? **Key Job Responsibilities** The Regional Vice President (RVP) is an External Wholesaler , responsible for driving growth of Corporate 401(k) and ... Governmental 457(b) sales through retail and 3rd party financial advisors in assigned region of Georgia, Alabama and Mississippi. Primary responsibilities include developing sales pipeline, generating activities to drive proposal development and point of sale… more
- Wellington (Boston, MA)
- …Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial ... advisors at large wealth platforms. Core responsibilities include: + Assisting external salespeople in developing and executing sales plans to promote Wellington… 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 ... effective working relationships with team members, internal partners, and external parties. * Assimilate and prioritize strategies into operational guidelines.… more
- BlackRock (CO)
- …CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment ... trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Travel is required For… more
- BlackRock (New York, NY)
- …MBA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment ... trends and advisor practices (fixed income or factor/quantitative investing knowledge a plus) + Exceptional verbal and written communication skills + Strong territory management skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63… more
- BlackRock (San Francisco, CA)
- …+ Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment ... trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Part-time travel is… more
- Anheuser-Busch (Atlanta, GA)
- …communicate strategy and plans to internal Media & Marketing partners, internal Sales teams, external Media agencies & vendors, and wholesaler partners. + Act as ... over 90 million cans of emergency drinking water, and, together with our wholesaler partners, invested more than $1 billion into responsible drinking initiatives. At… more
- Anheuser-Busch (Sioux Falls, SD)
- …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
- Raymond James Financial, Inc. (Greenwich, CT)
- …End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for ... on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from… more