- Lincoln Financial Group (San Diego, CA)
- …for this opportunity. **Requisition #:** 73654 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, ... effectively to support growth in all segments of Lincoln's products/ service offerings to maximize and capitalize on the opportunities...3-5 years' external sales experience in the financial services industry that directly aligns with… more
- Lincoln Financial Group (Washington, DC)
- …**Requisition #:** 72562 **The Role at a Glance** As an External Wholesaler for Small Market Retirement Plan Services you will develop, direct, implement, ... and growth goals for the small market retirement plan service product line. You will build, enhance and direct...Washington DC. You will also build, direct and maintain external wholesale sales programs/plans which result in an increase… more
- Raymond James Financial, Inc. (Troy, MI)
- …or related field and a minimum three (3) years of experience in the financial services industry. ~or~ * Any equivalent combination of experience, education, ... evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial ...**Ability to:** + Identify and position the products and services brokers use in financial planning. +… more
- BlackRock (Princeton, NJ)
- …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
- Guardian Life (Holmdel, NJ)
- …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...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- Equitable (Charlotte, NC)
- …emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and are responsible for driving activity ... Internal Wholesaler ( 240000JA ) **Primary Location** : UNITED...**Required Qualifications** * 1 years of work experience in Financial Service Industry or related sales experience… more
- Equitable (Charlotte, NC)
- …emails and webinars within a designated territory. Internal wholesalers partner with an external wholesaler in the field and are responsible for driving activity ... Entry Level Life Internal Wholesaler (Strong Base Salary) ( 240000AH ) **Primary...equivalent + Over two years of work experience in Financial Service Industry or related sales/customer … more
- CRC Insurance Services, Inc. (MA)
- …sales experience with life insurance products in the insurance industry or related financial services industry 14. Ability to quickly build rapport and trust ... interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time… more
- Novo Nordisk (Plainsboro, NJ)
- …relationships at the Big 3 wholesalers + Negotiate favorable multi-million-dollar Distribution Service Agreements with the Big 3 wholesaler , including National ... well as Puerto Rico. This key role manages multi-million-dollar financial agreement negotiations with the "Big 3" wholesalers and...and conditions + Lead the reporting and analytics of wholesaler data for internal and external use… more
- TD Bank (Boston, MA)
- …with Retail and Commercial **Education & Experience:** + 10+ years of Wealth financial services sales experience + BA / BS degree in finance/marketing ... TD Wealth sales process + Leveraging third party / external wholesalers in the field to provide additional resources...banking experience or are just starting your career in financial services , we can help you realize… more
- Wellington (Boston, MA)
- …and effectively **QUALIFICATIONS** + Bachelor's degree + 2-4 years of experience in financial services , preferably in a sales support or internal wholesaling ... 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 (Princeton, NJ)
- …Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- Lincoln Financial Group (Hartford, CT)
- …on behalf of wholesalers + Support all elements of wholesaler marketing campaigns, including Salesforce campaign list updates/creation following established ... standards, identifying and maintaining contacts, and creating wholesaler specific reports when needed. + Partner with assigned sales contacts to execute email follow… more
- BrightSpring Health Services (Albany, NY)
- …acquiring and stocking inventory in support of our customers and providing high-level service to our teammates in support of the operation. This position will ... appropriate pharmacy inventory min/max levels, forecasting and purchasing from wholesaler and warehouse + Maintains appropriate inventory levels in accordance… 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 ... consider hybrid COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a- services platform (InsurTech) that simplifies the buying process for life,… more
- Manulife (MN)
- …of America's strongest and most recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive sales across ... and John Hancock** Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and… more
- Manulife (AZ)
- …and log sales and successes. + Build networks and relationships with internal and external wholesaler partners to meet or exceed business objectives. + Handle ... **The Opportunity:** The 529 Wholesaler is responsible for the distribution of John...least 2 years of internal sales experience in the financial services industry. + Demonstrated knowledge of… more
- Raymond James Financial, Inc. (Troy, MI)
- …of:** * Concepts, practices and procedures of business development in a financial services environment. * Investment concepts, practices and procedures used ... an annuity distribution organization composed of a team of external and internal sales consultants to achieve a specific...a minimum seven (7) years of experience in the financial services industry with a minimum of… more
- Aegon Asset Management (Denver, CO)
- …get there. Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 ... www.transamerica.com . Who We Are Transamerica has been making financial services available to the many, not...Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica financial partners. +… more
- JPMorgan Chase (Los Angeles, CA)
- …clients **Required Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales ... and institutional investors, the business provides retirement plan programs, products and services , brokerage and banking services including trusts and estates,… more
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