- BlackRock (San Francisco, CA)
- …culture + 401k matching **Primary Responsibilities:** The Market Sales Partner/ Internal Wholesaler partners with our Market Leader/ External Wholesaler to ... 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) team.… more
- Lincoln Financial Group (Hartford, CT)
- …this opportunity. **Requisition #:** 73912 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... sales and Lincoln's product breath growth. + Collaborates with internal stakeholders to ensure the proper processing of all...procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services… 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 ... End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue… more
- Equitable (WI)
- Regional Vice President ( External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** : ... client level. + Develop new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow up on … more
- CRC Insurance Services, Inc. (TX)
- …written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management skills 4. ... 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
- Wellington (Boston, MA)
- …requirements + Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and effectively **QUALIFICATIONS** + ... financial services, preferably in a sales support or internal wholesaling role. + Ability to work collaboratively with... wholesaling role. + Ability to work collaboratively with external salespeople and other internal team members… more
- Raymond James Financial, Inc. (Troy, MI)
- …End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue ... goals. * Develop and maintain effective working relationships with team members, internal partners, and external parties. * Assimilate and prioritize strategies… more
- Anheuser-Busch (Sioux Falls, SD)
- …commercial priorities to deliver results + Partner with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales ... understand and develop strategic direction and plans to drive results + Strong internal and external customer service and communication skills + Demonstrated… 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 ... 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… 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 ... End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue… 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 ... Internal Sales Consultant - 87SW5E We're determined to...prior sales experience looking to grow their career in financial services? Would you like to use your strong… more
- Diageo (MA)
- … acumen; superior written and electronic communication; extreme abilities to influence internal and external stakeholders; possess a positive outlook; excellent ... field based Covering Greater Boston Complexity of Role: + Assist in leading wholesaler execution against quarterly & monthly business targets. + Ensure all tools are… 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 ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- Covr Financial Technologies (Hartford, CT)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is ... COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION: This… 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 ... than a century ago, we were among the first financial services companies in America to serve everyday people...transamerica.com . Job Description Summary Provide support for all internal and external sales efforts on all… more
- Boehringer Ingelheim (Ridgefield, CT)
- …Pricing Programs. + Respond to questions within and outside the organization from internal and external customers regarding complex contract issues that require ... + Develop and perform complex analyses and reports using financial modeling techniques + For 340B, duties may include:...a Contract Account performance analysis that is presented to External and Internal Customers. + Monitor legislative… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions for clients **Required Qualifications, Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity ... successful execution of the job + Conduct calls with financial advisors and clients to educate on annuity products...other marketing campaigns + Maintain an effective relationship with internal and external partners in order to… more
- Lincoln Financial Group (Radnor, PA)
- …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 Submission… more
- HCA Healthcare (Nashville, TN)
- …team with implementations and QBR's; + Communicate effectively and efficiently with internal and external resources including, but not limited to sourcing, ... Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match...care member facility; + Evaluate and support integration of external analytic platforms (ie S/T Health) to assess capabilities… more
- Equitable (GA)
- …your potential? **Key Job Responsibilities** The Regional Vice President (RVP) is an External Wholesaler , responsible for driving growth of Corporate 401(k) and ... Governmental 457(b) sales through retail and 3rd party financial advisors in assigned region of Georgia, Alabama and...point of sale meetings to attain assigned goal. Leverage internal sales desk to grow in assigned region and… more
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