- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds (...is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- BlackRock (Atlanta, GA)
- …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. ... collaborative culture + 401k matching **Primary Responsibilities:** The Market Sales Partner/ Internal Wholesaler partners with our Market Leader/External … more
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... Job Family Internal Sales About Us At Transamerica, hard work,...is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits),… more
- Equitable (Los Angeles, CA)
- Regional Vice President- Mutual Funds (CA, OR, WA, NV, ID & MT) ( 240000BS ) **Primary Location** : UNITED STATES-CA-Los Angeles **Other Locations** : UNITED ... to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP....Series 6 or 7 and 63. + Knowledge of Mutual Funds and Investment products - previous… more
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… more
- Aegon Asset Management (WA)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits),...and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by… more
- Janus Henderson Investors (Denver, CO)
- …or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, ... 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
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits),...the facilitation of sales finals to plan sponsors. The RVP/ Internal Wholesaler (IW) partnership will develop a… more
- Principal Financial Group (Charlotte, NC)
- …Management team. This role works collaboratively with the Sr. Director and Internal Wholesaler for collective territory success. You'll have immediate impact ... will master sales stories of some of the top Mutual Funds & ETFs in the industry,...and 5+years related industry experience required (strong preference towards internal wholesaling or hybrid sales rep experience) + FINRA… more
- Principal Financial Group (Houston, TX)
- …Houston, TX and all of Louisiana. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor ... wirehouses and independent firms covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend… more
- Principal Financial Group (Phoenix, AZ)
- …West (OR, WA, CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. ... relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** +… more
- Guardian Life (New York, NY)
- …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 are:** + Self-motivated and can adapt...or equivalent work experience required. + Sales Desk and/or Internal wholesaling or financial retail sales a plus (in… more