- Equitable (WI)
- Regional Vice President (External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... grow market share in excess of 10%. + Educate and train advisors on Annuity products. + Champion for headquarters marketing campaigns at local client level. +… 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 ... Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales within a… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- 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, ... defined sales channel, product line and/or solution center 2. Utilize and understand internal resources to capitalize on team results 3. Incrementally grow book of… more
- JPMorgan Chase (Los Angeles, CA)
- …ability to educate advisors on financial products and the process of delivering annuity solutions + Partnering with an internal specialist, be responsible for ... internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based...+ 5 years within financial services as an external wholesaler , or having annuity sales experience +… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …and data on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads ... goals. * Develop and maintain effective working relationships with team members, internal partners, and external parties. * Assimilate and prioritize strategies into… more
- Jackson National Life Insurance Company (Nashville, TN)
- …being responsible for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns ... **_If you are an internal associate, please login to Workday and apply...in investments, mutual funds, insurance or annuities preferred.** **Prior annuity or investment external wholesaling experience is preferred.** **Securities… 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
- Thrivent Financial (CA)
- …and 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… more