- Lincoln Financial Group (Boston, MA)
- …**Requisition #:** 73023 **The Role at a Glance** As an External Wholesaler for Small Market Retirement Plan Services you will develop, direct, implement, ... and growth goals for the small market retirement plan service product line. You will build, enhance and direct...RI . You will also build, direct and maintain external wholesale sales programs/plans which result in an increase… more
- Lincoln Financial Group (Fort Lauderdale, FL)
- …**Requisition #:** 72854 **The Role at a Glance** As an External Wholesaler for Small Market Retirement Plan Services you will develop, direct, implement, ... and growth goals for the small market retirement plan service product line. You will build, enhance and direct...Southeastern FL. You will also build, direct and maintain external wholesale sales programs/plans which result in an increase… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler pod members and Internal Wholesaler pod ... the Pod's External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Guardian Life (Holmdel, NJ)
- …assist with communication between account managers, the producer, the client, and the external wholesaler as needed. **You have** + Bachelor's degree required. + ... client solutions. **Sales Support:** + Provide sales support to external wholesalers and financial advisors/brokers by assisting...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- BlackRock (Atlanta, GA)
- …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... 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
- JPMorgan Chase (Chicago, IL)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... emotion. **Job Summary:** As an Internal Client Advisor (internal wholesaler ), your responsibility will be helping financial ...7 and Series 63 preferred + Two years of financial service experience preferred and/or related sales… more
- Equitable (Charlotte, NC)
- …**Required Qualifications** + Bachelors Degree + 1 years of capital markets experience or Financial Services experience + Series 6 or 7 & 63 required (or ... Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2400007Q ) **Primary...retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial… more
- Equitable (Charlotte, NC)
- …emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and are responsible for driving activity ... Internal Wholesaler - Annuities ( 2400009G ) **Primary Location** :...**Required Qualifications** * 1 years of work experience in Financial Service Industry or related sales experience… more
- Truist (Phoenix, AZ)
- …sales experience with life insurance products in the insurance industry or related financial services industry 14. Ability to quickly build rapport and trust ... interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time… more
- Principal Financial Group (Des Moines, IA)
- …concepts, illustrations, and service issues Operating at the intersection of financial services and technology, Principal builds financial tools that ... Do** This role works in partnership with an assigned external wholesaler to generate and manage pipeline,...of equivalent experience, and 4+ years related experience in financial services or sales (insurance experience strongly… more
- Guardian Life (New York, NY)
- …offers clients an expanded suite of products and solutions to help them achieve financial well-being. The Internal Wholesaler is an integral part of Park Avenue ... gain trust and respect of multiple contingent internal and external partners. + An established sales person, who can...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- MassMutual (Springfield, MA)
- …+ Bachelor's degree or High School Diploma + 4+ years' work experience in financial services + 1+ years' working experience with life insurance clients, broker ... is looking for a self-starting and partnership-oriented **Life Internal Wholesaler ** to join our Internal Sales Desk. You will...Desk. You will have a strong desire to broaden financial wellness and education to communities throughout the country.… more
- Truist (Charlotte, NC)
- …interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time ... **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers)… more
- BlackRock (San Francisco, CA)
- …Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- Anheuser-Busch (MT)
- …develop strategic direction and plans to drive results + Strong internal and external customer service and communication skills + Demonstrated ability to build ... wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role &… more
- CVS Health (Cumberland, RI)
- …at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors (TM) ... visible position is a key contributor within CVS Health's pharmaceutical wholesaler business. This Analyst position is within a fast-paced, collegial environment,… more
- Aristotle Capital Management (Newport Beach, CA)
- …financial services work experience required. + Investment experience or client service /sales support within the financial services industry is highly ... our team. The Regional Associate will be responsible for partnering with their external wholesaler (s) to develop new and maintain existing relationships with … more
- Walgreens (Deerfield, IL)
- …and at least 7 years of experience in category management strategies for a retailer, wholesaler , or a services company. + At least 7 years of experience applying ... results across diverse indirect and direct procurement categories, particularly in services categories such as Consulting, Technology, and health-related services… more
- Covr Financial Technologies (Hartford, CT)
- … to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... consider hybrid COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a- services platform (InsurTech) that simplifies the buying process for life,… more
- Manulife (GA)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... most recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing...Manulife Financial Corporation is a leading international financial services group that helps people make… more
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