• Regional Vice President (External…

    Equitable (WI)
    Regional Vice President (External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... excess of 10%. + Educate and train advisors on Annuity products. + Champion for headquarters marketing campaigns at...6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required +… more
    Equitable (10/31/24)
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  • External Wholesaler - Retirement Plans

    Lincoln Financial Group (Hartford, CT)
    …**Requisition #:** 73912 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain ... customers trust our guidance and solutions across four core businesses - annuities , life insurance, group protection and retirement plan services. As of December… more
    Lincoln Financial Group (11/15/24)
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  • External Wholesaler II

    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 within a ... on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated… more
    Raymond James Financial, Inc. (08/21/24)
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  • Crump - External Wholesaler

    CRC Insurance Services, Inc. (TX)
    …the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents nationwide through digital, ... face to face visits to conferences, meetings, agencies and agents directly. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned… more
    CRC Insurance Services, Inc. (11/05/24)
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  • Wealth Management, Divisional Annuity

    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
    JPMorgan Chase (09/07/24)
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  • AVP - Head of Internal Sales for Annuities

    Lincoln Financial Group (Greensboro, NC)
    …**The Role at a Glance** The AVP - Head of Internal Sales for Annuities will provide leadership, direction and functional expertise to ensure sales support and ... results for the Annuities internal sales and BDD team. They will direct...to continually improve the capability and results for the Annuity sales desks. + Directs/executes approved strategy decisions and… more
    Lincoln Financial Group (11/05/24)
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  • Sales Desk Assistant (Mutual Funds,…

    Aegon Asset Management (Denver, CO)
    …individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities , Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by… more
    Aegon Asset Management (09/10/24)
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  • Premier Operations Associate- Annuities

    Equitable (Charlotte, NC)
    Premier Operations Associate- Annuities Team ( 24000083 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... help unlock your potential? **Key Job Responsibilities** + Liaison between an external wholesaler team in a specified division and IR service team to help handle… more
    Equitable (10/14/24)
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  • External Annuity Consultant - NE Region

    Raymond James Financial, Inc. (Greenwich, CT)
    …on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from ... education, and/or training approved by Human Resources * Previous Annuity Field Sales Experience Preferred. **Licenses/Certifications:** * Insurance license… more
    Raymond James Financial, Inc. (11/12/24)
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  • Business Development Consultant - LTC & DI

    Thrivent Financial (CA)
    …tactical plans working in partnership with the Leader HCOE, Marketing Manager, Internal Wholesaler , LTC, Life, and Annuity counterparts, and Channel Leaders. + ... Teach Financial Professionals and Advisors how to position Income Replacement (DI) into their planning process. Scope + Revenue generation + Budget responsibilities + Other (assets under mgmt., size of contracts, "spend" controlled, etc.) + Achieve Sales/New… more
    Thrivent Financial (10/29/24)
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