- BlackRock (Boston, MA)
- …culture + 401k matching **Primary Responsibilities:** The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to ... and day out 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)… more
- Lincoln Financial Group (San Diego, CA)
- …with LFDs policies and procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that ... #:** 73654 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you...direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external… more
- Jackson National Life Insurance Company (Nashville, TN)
- …sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Novo Nordisk (Plainsboro, NJ)
- …allocation to optimize appropriate stock levels across wholesale channel + Conduct financial assessments to inform wholesaler service fees, performance based KPI ... review of inventory levels, on-time & in-full (OTIF) performance and financial transaction assessment in accordance with the DSA (Distribution Service Agreements… more
- Thrivent Financial (Minneapolis, MN)
- …and to complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). This position is also responsible for developing ... The Investment Consultant will provide sales and sales support to both Thrivent Financial Representatives... process skills and case consultation skills to drive sales . + Partner with External Regional Investment… more
- Raymond James Financial, Inc. (Troy, MI)
- …relationships with regional broker dealers, wirehouses, independent broker dealers, financial advisors/brokers and agents to generate required production/ sales ... evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial ...a minimum two (2) years of experience in a sales position within the financial services industry.… more
- CRC Insurance Services, Inc. (Harrisburg, PA)
- …review the following job description:** Develop and create new business brokerage/ sales activity via the distribution of Life Insurance, Disability Income, Long-term ... Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel,...to provide excellent customer service to both internal and external customers 3. Effective time management skills 4. Ability… more
- Anheuser-Busch (Fresno, CA)
- …+ Partner with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, ... a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's...AOE & WEA assessments + Oversee and own the Sales , Share and Financial performance of dedicated… more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description ... than a century ago, we were among the first financial services companies in America to serve everyday people...sales and activity reporting. + Assists Internal and External Wholesalers with updating and maintaining the information in… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... sales experience looking to grow their career in financial services? Would you like to use your strong...primarily based on analysis of similar positions in the external market. Actual base pay could vary and may… 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 ... managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks,… more
- Manulife (KS)
- …one 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 ... Opportunity:** John Hancock Investment Management ("JHIM"), a division of Manulife Financial , is a premier provider of asset management and investment strategies.… more
- Ascensus (Indianapolis, IN)
- …facilitation of the program. Supporting an advisor plan, the position would function as an external wholesaler to support the growth and awareness of the plan by ... highly preferred. + Or ability to obtain within 90 days. + 3-5 years financial services experience in sales , marketing, or client service. + Excellent… more
- HUB International (Akron, OH)
- … Financial Group Distributors in the financial services industry as an External Point of Sale Life Wholesaler within Edward Jones Financial Advisors ... **Duties:** + Point of sale activities with Edward Jones Financial Advisors and their clients + Participation in and...and lead public seminars + Provide client solutions and sales support to Edward Jones branch offices + Responsible… more
- JPMorgan Chase (New York, NY)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to...Skills** + Bachelor's degree + Self-starter with passion for sales and the financial markets + Proven… more
- Neuberger Berman (Chicago, IL)
- …Associate (CA) is to partner with the Advisor Consultant or Client Advisor ( external wholesaler ) to promote and sell Neuberger Berman investment products through ... + Some limited travel may be required **Qualifications:** + Prior experience in sales within financial services industry is preferred + Excellent interpersonal… more
- Jackson National Life Insurance Company (Nashville, TN)
- …managing existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, ... Responsibilities** + Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize...and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals,… more
- Janus Henderson Investors (Denver, CO)
- … sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity and ... Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.… more
- Principal Financial Group (Los Angeles, CA)
- **What You'll Do** This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). ... This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for achieving sales… more
- Anheuser-Busch (Bronx, NY)
- …turned in and balanced. In addition, the Service Analyst works daily with assisting Sales and Ops as needed with sales orders. **JOB RESPONSIBILITIES:** + ... Perform and ensure all critical local business processes for Sales and Delivery teams (route reconciliation, daily cash deposits, inventory adjustments, accounts… more
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