- Aegon Asset Management (Denver, CO)
- …Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity , and insurance marketplace as well as visibility ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as… more
- Nuveen Investments (New York, NY)
- The Defined Contribution Investment Only (DCIO) Sales job sells mutual funds , Collective Investment Trusts (CIT), sub-advised management and annuity ... plan investment business, along with best practices and established sales tools, to meet DCIO sales goals....platform gatekeepers and investment due diligence teams to win fund and sub-advised mandates as well as recommended … more
- Guardian Life (Bethlehem, PA)
- …retail broker/dealer and RIA. This role handles all aspects of order entry for mutual funds , equities, options, fixed income, and annuities. Orders are accepted ... placement, and review for equity, fixed income, options and mutual funds , including the review and release... net + Review trades and client transactions including mutual fund shares classes, breakpoints, ROA, LOI,… more
- T. Rowe Price (San Francisco, CA)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... grow your career with us. Role Summary: The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories… more
- BlackRock (New York, NY)
- … Annuity , Registered Index Linked Annuities, Life Insurance, as well as ETF and mutual fund products. Professionals within the team work together to deliver a ... in class partnership to insurance clients by providing investments, sales support, thought leadership, BlackRock technologies and world-renowned risk-management… more
- Equitable (Woodbridge, NJ)
- …Series 7 and 66 registrations within 240 days of joining. + Knowledge of mutual funds , securities, and insurance industries. + Proficient in Word, Excel, ... four-year college degree is preferred + 1-2 years of sales experience. + You will be required to obtain...Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC. Equal… more