- JPMorgan Chase (Los Angeles, CA)
- …Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales experience + Excellent ... campaigns + Maintain an effective relationship with internal and external partners in order to drive annuity ...and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based… more
- 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...Candidate must be able to identify, create and implement annuity sales opportunities. + The candidate will be responsible… 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 ... Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales within a… 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, ... skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management skills 4. Ability to prioritize and… 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
- Jackson National Life Insurance Company (Nashville, TN)
- …experience in investments, mutual funds, insurance or annuities preferred.** **Prior annuity or investment external wholesaling experience is preferred.** ... for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory… more
- Lincoln Financial Group (Radnor, PA)
- …for 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… more