- Guardian Life (Holmdel, NJ)
- The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual ... clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + Proactively follow up… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales ... **Description** **Job Summary:** Producer's Choice Network Insurance Solutions is an Independent Marketing Organization (IMO) owned by Raymond James. Under general… more
- TD Bank (Boston, MA)
- …process and philosophy and provide advice around financial planning, investment management and annuity / insurance solutions + Participates in the development of ... Coordinates with product development teams to support investment management, planning and annuity / insurance sales development and product enhancements + Works… more
- Aegon Asset Management (Denver, CO)
- …(RVP) with a common goal of increasing company's share of mutual funds, annuity , and insurance marketplace as well as visibility of Transamerica's products ... few, for more than 100 years. We're a leading provider of life insurance , retirement, and investment solutions, serving millions of customers throughout the United… 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 building ... trusts and estates, loans, mortgages, and deposits. As the Western Divisional Annuity Specialist, you will support advisors within JP Morgan's Wealth Management… more
- Raymond James Financial, Inc. (Troy, MI)
- …obtained through experience, training and/or certification to lead and coordinate an annuity distribution organization composed of a team of external and internal ... and providing appropriate learning resources. * Coaches and develops wholesaler and support staff. * Plans, assigns, monitors, reviews,...within (3) three months of hire. * State Life Insurance license, or the ability to obtain within (3)… more
- T. Rowe Price (San Francisco, CA)
- …in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ... with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted… more
- Lincoln Financial Group (Radnor, PA)
- …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 Compliance… more