- 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
- Merck (North Wales, PA)
- …strategies and tactics for retail pharmacy, in‑store clinics, specialty pharmacy, and wholesaler customers. + Translate brand strategy into product distribution ... with other Integrated Account Management customer segments. + Support key external customer relationships, including negotiating product contracts and monitoring… more
- Athene (West Des Moines, IA)
- …the Divisional Vice President, Broker Dealer Channel in ensuring internal and external wholesaler partnerships are working together to grow their territories. ... to do more. More for our customers and the financial professionals who offer our products . If...institutions strongly preferred. + 4+ years of prior internal wholesaler /sales desk experience. + Must have FINRA Licensing (Series… more
- Mount Sinai Health System (New York, NY)
- …ETL processes, ensuring timely and accurate integration of data from various external sources, including wholesalers, claims systems, and financial platforms. + ... high-impact data analysis, reporting, and automation to improve pharmacy financial performance, operational efficiency, and clinical decision-making. This role works… more
- Equitable (Charlotte, NC)
- …the mutual fund industry, and advisory platform marketplace, conference calls with Financial Professionals, external wholesalers, and key partners may be ... Knowledge of investment strategy, subadvisors, analytic tools, and techniques for specific products ; ability to develop product line processes and strategies.… more
- Pfizer (Lake Forest, IL)
- …legal, business, and financial terms and conditions across the pharmaceutical product distribution channel from wholesaler to pharmacy to institutions and ... following books of business: Pfizer Sterile Injectables, Surgical, Oncology and Diagnostic products . The Contract Management Team is a business team within the… more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description ... than a century ago, we were among the first financial services companies in America to serve everyday people...the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the… more
- Janus Henderson Investors (Denver, CO)
- …Nice to have skills + Knowledge of mutual fund/ financial industry products and services + Janus Henderson product knowledge is preferred Supervisory ... + Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity… more
- Aegon Asset Management (TX)
- …of a team + Proficient using technology Preferred Qualifications + Master's degree + External wholesaling of financial services products Working Conditions + ... to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .… more
- JPMorgan Chase (New York, NY)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more