- Lincoln Financial Group (Seattle, WA)
- …this opportunity. **Requisition #:** 73245 **The Role at a Glance** As an External wholesaler for MoneyGuard you will develop, direct, implement, and maintain ... 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
- Guardian Life (Pittsfield, MA)
- …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… more
- Truist (Charlotte, NC)
- …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
- 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
- DXC Technology (Austin, TX)
- …of a Wholesaler Services Representative is to support internal and external wholesalers with inquiries concerning newly submitted business, as well as discuss ... existing annuity business across all distribution channels and products. Wholesaler Services also provides pro-active and follow up outbound calls with… more
- Equitable (Charlotte, NC)
- Sales Process Manager- Annuities Team ( 240000D6 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... Maintain upkeep of 3 rd party firm-approval grids for External /Internal Wholesalers and Key Account teams and administer the...upskilling for the HeyDan! team to organize and structure Wholesaler expense reports. + Support large scale meetings and… 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
- Aegon Asset Management (CT)
- …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
- Lincoln Financial Group (Sacramento, CA)
- …within the Lincoln Financial Group business portfolio. Contributes to developing external wholesale strategies which optimize wholesaler productivity. Develops, ... areas to drive sales results and build a comprehensive understanding of external partner's business, product and customer experience needs. Develops, directs and… more