- BlackRock (San Francisco, CA)
- …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 ... adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The team has roughly 200 colleagues between Boston, Princeton,… more
- Jackson National Life Insurance Company (Nashville, TN)
- …Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is ... to Workday and apply through Jobs Hub._** **Job Purpose** **The internal Wholesaler Training Program provides a highly motivated individual with an opportunity to… more
- Covr Financial Technologies (Hartford, CT)
- Internal Wholesaler (Life Insurance) REPORTS TO: Director of Sales Operations DEPARTMENT: S ales FLSA STATUS: Exempt WORK SCHEDULE: M-F, Standard business hours ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- Equitable (Charlotte, NC)
- Hybrid Wholesaler - Mutual Funds (Based out of Charlotte, NC) ( 240000N1 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** ... Equitable is looking for a Regional Vice President (Hybrid Wholesaler ) to join our 1290 Funds team. This RVP...thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and… more
- Lincoln Financial Group (Hartford, CT)
- …**Requisition #:** 73912 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain ... _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that directly aligns with the specific...volume. **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- Raymond James Financial, Inc. (Troy, MI)
- …education and experience, to create new and manage existing relationships financial advisors/brokers and agents to generate required production/sales revenue from ... and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. **Essential Duties and… more
- Equitable (WI)
- Regional Vice President (External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... to present information to groups with the appropriate degree of formality. ** Financial Services Industry:** Knowledge of financial services industry trends,… more
- HUB International (Akron, OH)
- … Financial Distributors, is looking to hire! The Internal Wholesaler will drive business development within a multi-carrier distribution channel, supporting ... dynamic role involves building and strengthening relationships with Edward Jones Financial Advisors and their branch office teams by proactively identifying sales… more
- ADP (Florham Park, NJ)
- **ADP is hiring an Inside Sales - Internal Wholesaler .** At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas ... to personal production and networking, ADP corporate generated lead activities, the financial advisor community and ADP payroll sales force generated leads. +… more
- HUB International (Akron, OH)
- The Internal Wholesaler will partner with our Brokerage Sales Consultant to directly impact the sales efforts. The effective candidate will support business and ... and Experience:** + College Degree + Previous experience in insurance, wealth management, or financial services a plus + Life & Health Insurance License a plus -… 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 . ... United in our purpose, we help people create the financial freedom to live life on their terms. What...organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2)… more
- Raymond James Financial, Inc. (Troy, MI)
- …with regional broker dealers, wirehouses, independent broker dealers, financial advisors/brokers and agents to generate required production/sales revenue ... from financial products throughout a given territory. Provides comprehensive solutions...Extensive contact with external clients is required to sell financial products and generate revenue for the company. Also… more
- Wellington (Boston, MA)
- …external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities include: + ... robust sales pipeline growth + Build and maintain strong relationships with financial advisors, providing them with product information, updates, and support + Work… more
- Guardian Life (Newport Beach, CA)
- …Disability insurance plus voluntary supplemental coverage + Accident insurance **Retirement and Financial ** + 401(k) retirement plan with a company match, plus an ... and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off and Remote… 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 while ... of current market issues and trends as it relates to the insurance/ financial industry and tax-related ramifications 18. Proven track record of progressive sales… more
- Diageo (GA)
- …planning/sampling and execution with distributor and 3rd party agency (MKTG) Financial /Business/Team admin: + T&E, wholesaler invoices, budget reconciliation, ... performance of the DBC portfolio at United Distributors. + Planning/leading wholesaler execution through achievement of monthly, quarterly, and annual business plan… more
- JPMorgan Chase (Columbus, OH)
- …Internal Client Advisor. **Job Summary:** As an Internal Client Advisor (internal wholesaler ), you will assist financial advisors in navigating the complexities ... helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of … more
- JPMorgan Chase (Los Angeles, CA)
- …for clients **Required Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales ... successful execution of the job + Conduct calls with financial advisors and clients to educate on annuity products...based plans for clients; ability to educate advisors on financial products and the process of delivering annuity solutions… 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)
- …CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment ... 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
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