- Novo Nordisk Inc. (Plainsboro, NJ)
- …both externally and internally, for wholesalers. Relationships Reports to the Director, Wholesaler Strategy & Channel Operations and is in direct contact with ... and externally Deliver analyses and insights to inform supply chain and wholesaler strategy, including alternate models, collaborate with a cross-functional team to… more
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds ( External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... that will help unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative relationships with existing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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
- Guardian Life (Boston, MA)
- …assist with communication between account managers, the producer, the client, and the external wholesaler as needed. **You have** + Bachelor's degree required. + ... for the position of Multi-Life Disability and Life Internal Wholesaler . As part of our dynamic sales team, you...advisors, brokers, and home office partners along with your external wholesalers. **You will** + Develop an in-depth understanding… more
- Guardian Life (New York, NY)
- …relationships with clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + ... The Internal Wholesaler will proactively partner with the Regional Brokerage...+ Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify… more
- BlackRock (San Francisco, CA)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial Advisors, collaborate with other sales professionals to develop deep relationships.… more
- Athene (CA)
- …through individual and group training sessions, seminars, workshops and branch meetings. + External wholesaling position to work with the Direct IBDs to increase the ... sale of fixed indexed annuities. + Identify and develop new advisors while strengthening relationships with existing advisors. + Increase sales through field activity and in-person meetings. + Provide sales ideas and client solutions. + Strategically plan and… more
- BlackRock (San Francisco, CA)
- …+ Execute the alternative sales campaign strategy. Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio ... **About this role** BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the… more
- Guardian Life (New York, NY)
- …of all of our combined efforts. **You will** + Work closely with the External Life Wholesaler on cases and projects + Instill Confidence Through Knowledge ... team? The major purpose of the Internal Life Insurance Wholesaler position is to provide sales and marketing support...is to provide sales and marketing support to the External Life Wholesalers (Regional Sales Directors) and the career… more
- Aristotle Capital Management (Boston, MA)
- …You'll Do The Regional Associate will be responsible for partnering with their external wholesaler (s) to develop new and maintain existing relationships with ... process and philosophy, positioning, and performance. Key Responsibilities: + Partner with external wholesaler (s) to drive sales and market share in the… more
- Athene (West Des Moines, IA)
- …the Divisional Vice President, Broker Dealer Channel in ensuring internal and external wholesaler partnerships are working together to grow their territories. ... with financial institutions strongly preferred. + 4+ years of prior internal wholesaler /sales desk experience. + Must have FINRA Licensing (Series 6) + Strong… more
- Covr Financial Technologies (San Francisco, CA)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible ... for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… more
- Covr Financial Technologies (Hartford, CT)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible ... for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… more
- Guardian Life (Bethlehem, PA)
- …partners and wholesalers. Customize content to fit the needs of diverse external channels. + ** Wholesaler Support:** Enable wholesalers with targeted materials, ... and content tailored for third party partners, including broker-dealers, independents, and external wholesalers. The role will serve as a key contributor to annuity… more
- Equitable (Charlotte, NC)
- …that will help unlock your potential? **Key Job Responsibilities** + Liaison between an external wholesaler team in a specified division and IR service team to ... techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. \#LI-Hybrid… 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 ... annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion… more
- JPMorgan Chase (Columbus, OH)
- …financial advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... achieve the territory's sales goals. + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling, and lead generation. + Convey the thought leadership of our Market Insights team to aid clients' understanding of the… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... and professional development (5%) + Attend and support client events or conferences as a Janus Henderson representative (5%) + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous… more
- JPMorgan Chase (Chicago, IL)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation + Convey the thought leadership of our Market Insights team to aid clients' understanding of the… more
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