- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as well as visibility of Transamerica's… more
- Thrivent Financial (Minneapolis, MN)
- …Investment Consultant's (internal wholesaler ) primary responsibility is to drive Thrivent Mutual Funds , ETFs, and Managed Accounts sales through an increased ... Thrivent Asset Management coverage within the respective region(s) helping increase Thrivent Mutual Funds , ETFs, and Managed Accounts market share through sales.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …or related work experience required.** **3+ years of sales experience in investments, mutual funds , insurance, or annuities required.** **6+ months experience as ... partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan… more
- BlackRock (San Francisco, CA)
- …**Qualifications:** + BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63 & ... 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… more
- BlackRock (AZ)
- …+ CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate is to deliver One BlackRock to… more
- Aegon Asset Management (Denver, CO)
- …proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to ... reps in a timely manner + Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers. Qualifications + High School education or GED equivalent… more
- The Hartford (Wayne, PA)
- …Demonstrated abilities in coaching a sales organization and accomplishment of goals with a mutual fund firm; ETF and SMA sales experience is a plus.* Outstanding ... for monitoring activities and accomplishments to optimize sales results of the Hartford Funds . The Divisional Sales Manager will represent Hartford Funds in… more
- Principal Financial Group (Los Angeles, CA)
- …relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + ... CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for… more
- Janus Henderson Investors (Denver, CO)
- …client support or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- Guardian Life (Columbus, OH)
- …etc.). + Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds , Variable Annuities, Fixed and Index Annuities, Stocks, ... presentations to registered FRs. + Document Field interactions in wholesaler CRM. **You have** + Strong advisor management skills....mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
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