- 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. + ... to our client solutions. + 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 (San Francisco, CA)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs,… more
- T. Rowe Price (San Francisco, CA)
- …obtain within 3 months of hire). + 3+ years of relevant experience in financial services , sales, or relationship management. + Strong consultative, client ... role, you will: + Build and manage relationships with a targeted audience of financial advisors. + Collaborate with your external sales counterpart to identify… more
- Covr Financial Technologies (San Francisco, CA)
- … to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides...(PTO): 3 weeks to start increasing with years of service + Paid holiday's - 11 days! + NEW… more