- 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, ... a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the… 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...6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required +… 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
- JPMorgan Chase (Los Angeles, CA)
- …Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales experience + Excellent ... increase advisor adoption + Collaborate with advisors to include annuities in goals based plans for clients; ability to...campaigns + Maintain an effective relationship with internal and external partners in order to drive 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 ... Premier Operations Associate- Annuities Team ( 24000083 ) **Primary Location** :...ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative… more
- Lincoln Financial Group (Greensboro, NC)
- …**The Role at a Glance** The AVP - Head of Internal Sales for Annuities will provide leadership, direction and functional expertise to ensure sales support and ... results for the Annuities internal sales and BDD team. They will direct...to continually improve the capability and results for the Annuity sales desks. + Directs/executes approved strategy decisions 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
- Aegon Asset Management (Denver, CO)
- …individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities , Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by… more