- Lincoln Financial (Los Angeles, CA)
- …this opportunity. **Requisition #:** 74783 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, ... financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of… more
- Anheuser-Busch (Van Nuys, CA)
- …manage budgets + Contribute to the development and management of annual account plan + Facilitate communication of wholesaler 's pricing to chain account(s) + ... etc.) + Maintain active communications with Non Alc Managers, Commercial and Wholesaler personnel + Evaluate strategies and action plans against allocated budget;… more
- Covr Financial Technologies (San Francisco, CA)
- …NEW - Pet insurance for cats and dogs! + NEW - Gym Membership discounts + 401(k) retirement plan + NEW LIMITS - Company paid Life and AD&D insurance 1 year ... serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role...trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly. + Serves as the… more
- BlackRock (San Francisco, CA)
- …and inspired, we offer a wide range of benefits including a strong retirement plan , tuition reimbursement, comprehensive healthcare, support for working parents ... + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment trends and… more
- Pfizer (Sacramento, CA)
- …optimizing varied call environments in multiple locations; able to effectively plan day-to-day work, based on personal and customer schedules; collaborate ... products by providing relevant information to customers on availability, contract status, wholesaler stocking pricing and other key product details + Present terms… more
- USG Insurance Services, Inc. (Irvine, CA)
- …and Team member Assistance Program + Medical, Dental, Vision, and Life + 401K Retirement Plan + Flexible Spending Account + Dependent Care + Tuition ... role preferred. + 1-3 years of experience with a wholesaler is preferred. + Must have the desired career...Reimbursement + Producer Savings Bonus Plan + A week of hands-on, in-person training to… more