- Guardian Life (Pittsfield, MA)
- The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This ... clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + Proactively follow up… more
- Guardian Life (Bethlehem, PA)
- …expanded suite of products and solutions to help them achieve financial well-being. The Internal Wholesaler is an integral part of Park Avenue Securities (PAS). ... a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… 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
- Aegon Asset Management (CT)
- …Transamerica's sales and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by Transamerica Capital, Inc. ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- Brokers International (Urbandale, IA)
- …products and services. Ensure documents would need to be easily digestible for internal staff, wholesaler partners and respective agents. + Various special ... go-to resource for sales, research, data, and knowledge of Annuity and Life products. The role would use various...projects for executive, wholesaler partners, as well as sales and client teams.… more
- Aegon Asset Management (Denver, CO)
- …advisor relationships and the facilitation of sales finals to plan sponsors. The RVP/ Internal Wholesaler (IW) partnership will develop a network of advisors to ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- DXC Technology (Austin, TX)
- …while facilitating customer experience transformation. The primary responsibility of a Wholesaler Services Representative is to support internal and external ... existing annuity business across all distribution channels and products. Wholesaler Services also provides pro-active and follow up outbound calls with… more
- Lincoln Financial Group (Seattle, WA)
- …opportunity. **Requisition #:** 73245 **The Role at a Glance** As an External wholesaler for MoneyGuard you will develop, direct, implement, and maintain a business ... achieve profitable sales and Lincoln's product breath growth. Collaborates with internal stakeholders on proposals and distribution of relevant marketing materials… more
- Equitable (Charlotte, NC)
- Sales Process Manager- Annuities Team ( 240000D6 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... Responsible for maintaining relationships with third party distributor firm reviewers and internal Key Account Managers to ensure adherence to each firms' unique… 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
- Guardian Life (New York, NY)
- …sales calls and presentations to registered FRs. + Document Field interactions in wholesaler CRM. **You are:** + Self-motivated and can adapt to a fast moving ... + Bachelor's degree or equivalent work experience required. + Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management). +… more
- Lincoln Financial Group (Sacramento, CA)
- …within their assigned area(s) of responsibility. Collaborates with key internal stakeholders and senior management to identify synergist/cross selling opportunities ... portfolio. Contributes to developing external wholesale strategies which optimize wholesaler productivity. Develops, implements and oversees the execution of… more