- 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, ... LFDs policies and procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that directly… more
- Raymond James Financial, Inc. (Troy, MI)
- …and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. **Essential Duties and ... Term Care sales within a specific territory. + Educates financial professionals on the benefits of offered products...proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and… more
- Equitable (WI)
- Regional Vice President ( External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... Assess and identify the needs of advisor clients in order to promote new products . + Develop new producers while retaining existing producers to grow market share in… 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 ... asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory...BlackRock products and solutions to Financial Advisors within… more
- CRC Insurance Services, Inc. (TX)
- …presentation skills 13. Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry ... Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents nationwide through digital, face to face visits to… more
- Wellington (Boston, MA)
- …based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities ... pipeline growth + Build and maintain strong relationships with financial advisors, providing them with product information,...Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and… more
- Raymond James Financial, Inc. (Troy, MI)
- …and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Also assists internally ... advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Provides comprehensive solutions… 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 ... (USWA) business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs and… 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 ... (1) Demonstrate mastery & commercialization of BlackRock iShares ETF products - Index & Active ETFs in a portfolio...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. **Essential Duties and ... advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs… 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 ... simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit… more
- Mount Sinai Health System (New York, NY)
- …fiscal integrity + Establishes a routine approach to updating the CDM/crosswalk for new products and product changes to ensure both accuracy of the utilization ... with the program + Leads and supervises team members responsible for financial reports preparation, ensuring accuracy, adherence to standards, and timely reporting.… 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 ... adept at balancing sales and service support for the product . Additionally, the specialist will work closely with Wealth...based plans for clients; ability to educate advisors on financial products and the process of delivering… 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 ... choose. Primary Responsibilities: + Proactively position and differentiate Hartford Funds products using a consultative sales process with financial … more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description ... than a century ago, we were among the first financial services companies in America to serve everyday people...the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the… 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 ... help handle service and new business cases for top financial advisors. + This person will deliver white glove...Line:** Knowledge of methodologies, tools and techniques for specific products ; ability to develop product line processes… more
- Jackson National Life Insurance Company (Nashville, TN)
- …in marketing investments and annuities to advisors. Ability to identify and position the products and services used in financial planning. + Proven ability in ... responsible for keeping BD advisors informed of Jackson's rapidly changing product and service enhancements.** **Essential Responsibilities** + Works closely with… more
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