- Lincoln Financial Group (Hartford, CT)
- …this opportunity. **Requisition #:** 73912 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services...3-5 years' external sales experience in the financial services industry that directly aligns with the specific… 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 ... education and experience, to create new and manage existing relationships financial advisors/brokers and agents to generate required production/sales revenue from… more
- Equitable (WI)
- Regional Vice President ( External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... to present information to groups with the appropriate degree of formality. ** Financial Services Industry:** Knowledge of financial services industry trends,… more
- BlackRock (San Francisco, CA)
- …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA… more
- CRC Insurance Services, Inc. (TX)
- …skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management skills 4. Ability to prioritize and ... sales experience with life insurance products in the insurance industry or related financial services industry 14. Ability to quickly build rapport and trust while… 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 ... relationships with regional broker dealers, wirehouses, independent broker dealers, financial advisors/brokers and agents to generate required production/sales revenue… more
- Wellington (Boston, MA)
- …requirements + Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and effectively **QUALIFICATIONS** + ... US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial… more
- BlackRock (San Francisco, CA)
- …CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- BlackRock (CO)
- …or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- BlackRock (New York, NY)
- …or MBA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement,… more
- Anheuser-Busch (Sioux Falls, SD)
- …wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role & ... with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, marketing,… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions for clients **Required Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity ... successful execution of the job + Conduct calls with financial advisors and clients to educate on annuity products...campaigns + Maintain an effective relationship with internal and external partners in order to drive annuity solutions, develop… 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 ... to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from … more
- Diageo (MA)
- …field based Covering Greater Boston Complexity of Role: + Assist in leading wholesaler execution against quarterly & monthly business targets. + Ensure all tools are ... Required:** + Distributor Experience, either handling or working within a beverage wholesaler . + Ability to engage, influence, and coordinate wholesalers who may… more
- JPMorgan Chase (Columbus, OH)
- …capital markets by offering timely solutions. You will partner with a Client Advisor ( external wholesaler ), and together, you will strive to meet the goals for ... Advisor. **Job Summary:** As an Internal Client Advisor (internal wholesaler ), you will assist financial advisors in...more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on… more
- Covr Financial Technologies (Hartford, CT)
- …to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- Mount Sinai Health System (New York, NY)
- …with the program + Leads and supervises team members responsible for financial reports preparation, ensuring accuracy, adherence to standards, and timely reporting. ... performance evaluations, implement process improvements, facilitate training, and communicate financial insights effectively. Monitor key performance indicators, explore technological… more
- Aegon Asset Management (Denver, CO)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . ... United in our purpose, we help people create the financial freedom to live life on their terms. What...Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job… more
- JPMorgan Chase (New York, NY)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... prior sales experience looking to grow their career in financial services? Would you like to use your strong...primarily based on analysis of similar positions in the external market. Actual base pay could vary and may… more
Related Job Searches:
External,
External Wholesaler,
External Wholesaler Financial Products,
External Wholesaler Financial Services,
Financial,
Financial Wholesaler,
Sales External Financial Wholesaler,
Wholesaler