- 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
- 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
- BlackRock (Boston, MA)
- …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
- 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
- Manulife (GA)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders....assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We… 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
- 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