- Athene (West Des Moines, IA)
- …even higher. We're ready to help you achieve more. Purpose: The Internal Wholesaler in the Independent Broker Dealer channel will educate Financial ... Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building over the… more
- Caliber The Wealth Development Company (Scottsdale, AZ)
- Caliber is seeking a full-time Capital Markets Associate/ Internal Wholesaler to join our team locally in Scottsdale, AZ. This is not a remote position. This ... all aspects of maintaining/creating new relationships in the Independent Broker / Dealer and RIA communities. + Work closely...for all members of team. + Work closely with internal departments to identify best practices and maintain cohesive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …internal sales team in daily task while learning the skillset of an internal wholesaler . **Essential Duties and Responsibilities** * Receive inbound call with ... and products. * Company's working structure, policies, mission, and strategies. * Broker / dealer operations. **Skill in** * Organize, manage and track multiple… more
- TD Bank (Boston, MA)
- …the expertise of others **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities ... details for this role. **Line of Business:** TD Wealth **Job Description:** The Internal Wholesaling Manager (IWM) is responsible for the direct management of a… more
- Manulife (MN)
- …is responsible for the distribution of John Hancock 529 plans to the broker dealer community. This territory covers the Western United States. ... log sales and successes. + Build networks and relationships with internal and external wholesaler partners to meet or exceed business objectives. + Handle… more
- Raymond James Financial, Inc. (Troy, MI)
- …team in identifying opportunities to sell and promote investment products at the broker / dealer firm level within a sales territory and communicates those ... an annuity distribution organization composed of a team of external and internal sales consultants to achieve a specific sales target from financial advisors… more