- Lincoln Financial Group (San Francisco, CA)
- …for this opportunity. **Requisition #:** 73578 **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
- 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
- Equitable (WI)
- Regional Vice President ( External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... management. + Utilize internal sales desk for enhanced customer service . + Follow up on Internal Sales Desk leads....information to groups with the appropriate degree of formality. ** Financial Services Industry:** Knowledge of financial… 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 ... 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
- CRC Insurance Services, Inc. (TX)
- …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
- Raymond James Financial, Inc. (Troy, MI)
- …field and a minimum two (2) years of experience in a sales position within the financial services industry. Five (5) years of experience in Financial ... End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue… 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 (San Francisco, CA)
- …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
- BlackRock (CO)
- …+ Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment trends ... manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- BlackRock (New York, NY)
- …+ Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment trends ... management tools + Identify the appropriate distribution levers to service and cultivate the best opportunities + Responsible for...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- Anheuser-Busch (Sioux Falls, SD)
- …develop strategic direction and plans to drive results + Strong internal and external customer service and communication skills + Demonstrated ability to build ... wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role &… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …or related field and a minimum two (2) years of experience in the financial services industry. ~or~ * Any equivalent combination of experience, education, and/or ... evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial ... advisors on the benefits of offered products and services for their clients through individual or group meetings… 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 ... advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve… more
- Walgreens (Deerfield, IL)
- …and at least 7 years of experience in category management strategies for a retailer, wholesaler , or a services company. + At least 7 years of experience applying ... results across diverse indirect and direct procurement categories, particularly in services categories such as Consulting, Technology, and health-related services… 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
- Mount Sinai Health System (New York, NY)
- …with the program + Leads and supervises team members responsible for financial reports preparation, ensuring accuracy, adherence to standards, and timely reporting. ... performance evaluations, implement process improvements, facilitate training, and communicate financial insights effectively. Monitor key performance indicators, explore technological… more
- Aegon Asset Management (Denver, CO)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life ... 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. *… 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
- HCA Healthcare (Nashville, TN)
- …long-term care coverage, moving assistance, pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + ... include: + Comprehensive medical coverage that covers many common services at no cost or for a low copay....3% to 9% of pay (based on years of service ) + Employee Stock Purchase Plan with 10% off… more
- Lincoln Financial Group (Radnor, PA)
- …with the ability to multi-task _Nice to have experience (preferred):_ + Financial Services Experience **Application Deadline** Applications for this position ... and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business Coordinator… more
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