- Equitable (Charlotte, NC)
- …role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as ... Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary...is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.… more
- Lincoln Financial (Greensboro, NC)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and ... 74473 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships...stakeholders to ensure the proper processing of all sold products from time of sale to issuance. + Collecting… more
- BlackRock (Boston, MA)
- …CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... 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 (MN)
- …wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role & ... between company and customer objectives + Oversee Commercial plan development, Wholesaler Joint Business Plans (WJBP), and critical Commercial processes, including… more
- Jackson National Life Insurance Company (Nashville, TN)
- …a data-driven approach and tools to educate Financial Advisors on Jackson's products and services. + Conducts product and sales training through individual ... and apply through Jobs Hub._** **Job Purpose** **The RIA External Consultant is responsible for developing and implementing a...and practices. + Ability to identify and position Jackson products and services, utilizing financial planning tools… more
- Endo International (Malvern, PA)
- …Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess strategic ... and wholesaler EDI data sets. + Working knowledge of financial practices such as average selling price, gross-to-net sales components, forecasting, budgeting… 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 ... simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit… 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 ... Team. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: + Advises financial advisors on sales concepts, insurance products , and underwriting.… more
- Equitable (Charlotte, NC)
- …wholesalers. Management of the wholesalers includes accountability for hitting products sales targets, mix targets, maintaining activity levels and remaining ... profitable initiatives. And with an expanding sales team and product line, the role will include frequent travel with...and sales plans for new and existing investment management products , strategies, portfolios, and mutual funds. + Oversee sales… more
- Dr. Reddy's Laboratories (Princeton, NJ)
- …You will be responsible for developing product forecasts, both volume and financial , for assigned new products to enable evaluation of potential opportunity ... products , develop annual budgets and latest estimates for product revenues and margins, coordinate with Sales team and...requirements. + Your role involves developing and updating the financial forecast of the assigned product portfolio… more
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