- 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
- Raymond James Financial, Inc. (Greenwich, CT)
- …and data on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads ... goals. * Develop and maintain effective working relationships with team members, internal partners, and external parties. * Assimilate and prioritize strategies into… more
- Lincoln Financial Group (Greensboro, NC)
- …leadership, direction and functional expertise to ensure sales support and results for the Annuities internal sales and BDD team. They will direct and motivate ... organizational capability within the sales desk. + Contributes to developing internal wholesale strategies which optimize wholesaler productivity. Anticipates… more
- Equitable (WI)
- Regional Vice President (External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... grow market share in excess of 10%. + Educate and train advisors on Annuity products. + Champion for headquarters marketing campaigns at local client level. +… more
- Thrivent Financial (CA)
- …and tactical plans working in partnership with the Leader HCOE, Marketing Manager, Internal Wholesaler , LTC, Life, and Annuity counterparts, and Channel ... Leaders. + Teach Financial Professionals and Advisors how to position Income Replacement (DI) into their planning process. Scope + Revenue generation + Budget responsibilities + Other (assets under mgmt., size of contracts, "spend" controlled, etc.) + Achieve… 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 ... 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
- CRC Insurance Services, Inc. (TX)
- …the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity 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
- 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
- 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