- Jackson National Life Insurance Company (Nashville, TN)
- …please login to Workday and apply through Jobs Hub._** **Job Purpose** The internal Wholesaler Training Program provides a highly motivated individual with an ... sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop… more
- Equitable (Charlotte, NC)
- Internal Wholesaler ( 240000JA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time **Description** At ... outbound and inbound phone activity, emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and… more
- Guardian Life (Holmdel, NJ)
- The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This ... clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + Proactively follow up… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- TD Bank (Boston, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Internal Wholesaling Manager (IWM) is responsible for the direct management of a ... national team of Internal Wholesalers - Investment and Planning Specialists (IWIPS). The...focused on driving overall sales proficiency for investment management, annuities and the adoption and use of Planning tools… more
- Raymond James Financial, Inc. (Troy, MI)
- …and data on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering ... Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales within a… more
- Aegon Asset Management (Denver, CO)
- …supply inventory and proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship ... Job Family Internal Sales About Us At Transamerica, hard work,...retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management… more
- CRC Insurance Services, Inc. (MA)
- …create new business brokerage/sales activity via the distribution of Fixed Annuities and/or other related insurance products to agents nationwide through digital, ... defined sales channel, product line and/or solution center 2. Utilize and understand internal resources to capitalize on team results 3. Incrementally grow book of… 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, ... achieve profitable sales and Lincoln's product breath growth. Collaborates with internal stakeholders on proposals and distribution of relevant marketing materials… more
- Lincoln Financial Group (San Diego, CA)
- …**Requisition #:** 73654 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain ... to achieve profitable sales and Lincoln's product breath growth. + Collaborates with internal stakeholders to ensure the proper processing of all sold products from… more
- JPMorgan Chase (Los Angeles, CA)
- …ability to educate advisors on financial products and the process of delivering annuity solutions + Partnering with an internal specialist, be responsible for ... internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based...+ 5 years within financial services as an external wholesaler , or having annuity sales experience +… more
- Raymond James Financial, Inc. (Troy, MI)
- …obtained through experience, training and/or certification to lead and coordinate an annuity distribution organization composed of a team of external and internal ... Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers is required to establish and maintain relationships… more
- Equitable (Charlotte, NC)
- Premier Operations Associate- Annuities Team ( 24000083 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... help unlock your potential? **Key Job Responsibilities** + Liaison between an external wholesaler team in a specified division and IR service team to help handle… 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
- Lincoln Financial Group (Radnor, PA)
- …providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business ... Coordinator Program. **What you'll be doing** + Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance… more
- T. Rowe Price (San Francisco, CA)
- …only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized role the RSS maintains a highly leveraged ... of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable… more