- Guardian Life (Sacramento, CA)
- …assist with communication between account managers, the producer, the client, and the external wholesaler as needed. **You have** + Bachelor's degree required. + ... for the position of Multi-Life Disability and Life Internal Wholesaler . As part of our dynamic sales team, you...advisors, brokers, and home office partners along with your external wholesalers. **You will** + Develop an in-depth understanding… more
- BlackRock (San Francisco, CA)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial Advisors, collaborate with other sales professionals to develop deep relationships.… more
- Athene (CA)
- …through individual and group training sessions, seminars, workshops and branch meetings. + External wholesaling position to work with the Direct IBDs to increase the ... sale of fixed indexed annuities. + Identify and develop new advisors while strengthening relationships with existing advisors. + Increase sales through field activity and in-person meetings. + Provide sales ideas and client solutions. + Strategically plan and… more
- BlackRock (San Francisco, CA)
- …+ Execute the alternative sales campaign strategy. Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio ... **About this role** BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the… more
- Covr Financial Technologies (San Francisco, CA)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible ... for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… more
- T. Rowe Price (San Francisco, CA)
- …consider this exciting career opportunity with our organization! As an Internal Wholesaler /Intermediary Sales Consultant, you will serve as a key sales and ... relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: +… more
- Wellington (San Francisco, CA)
- …**QUALIFICATIONS** + Bachelors degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven background in ... asset management and alternative investments + Expertise in managing a large territory including optimizing time allocation to maximize sales + Excellent communication & presentation skills with an ability to influence others + Strong ability to easily… more
- Hand Family Companies (San Marcos, CA)
- …as necessary. + Ensure compliance with all applicable legal guidelines, the Wholesaler Equity Agreement, Distributing's standards, and policies. + Introduce and sell ... suite. + Highly self-motivated and result-oriented. + Excellent internal and external customer service. + Excellent problem-solving skills with strong attention to… more