- BlackRock (Atlanta, GA)
- …Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of investment ... 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 (MT)
- …develop strategic direction and plans to drive results + Strong internal and external customer service and communication skills + Demonstrated ability to build ... wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role &… more
- Anheuser-Busch (El Paso, TX)
- …wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role & ... with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, marketing,… more
- CVS Health (Columbus, OH)
- …excellence. As a key cross-functional partner, you'll collaborate with internal and external stakeholders across Legal, Procurement, 3PL, and Wholesaler teams ... support new services and product launches + Establish and manage Wholesaler SLAs, scorecards, business reviews, and regular status calls to drive performance and… more
- Endo International (Malvern, PA)
- …(5%) Customer Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess ... customer relationships, as well as with Legal, Finance, Customer Service and members of Pricing and Contracts on daily...wholesaler EDI data sets. + Working knowledge of financial practices such as average selling price, gross-to-net sales… more
- Jackson National Life Insurance Company (Nashville, TN)
- …understanding of the securities "wholesale" distribution process. + Prior internal or external wholesaler experience preferred with strong consideration given to ... information in an actionable fashion to JNLD internal and external sales teams. + Partners with financial ...use of time through virtual training and, at the wholesaler 's request, field training. + Proactively partners with the… more
- Lincoln Financial (Hartford, CT)
- …routine and increasingly more non-routine operational and sales support to the Life External Wholesalers selected to be a part of the Territory Business Coordinator ... Program. **What you'll be doing** + Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance Submission… 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 ... consider hybrid COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a- services platform (InsurTech) that simplifies the buying process for life,… 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
- 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. ... employee engagement and development. Qualifications and Experience: + 7+ years' financial services industry sales experience with annuity products preferred.… more