- Athene (West Des Moines, IA)
- …Experience with financial institutions strongly preferred. + 4+ years of prior internal wholesaler /sales desk experience. + Must have FINRA Licensing (Series ... key partner with the Divisional Vice President, Broker Dealer Channel in ensuring internal and external wholesaler partnerships are working together to grow… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …James Financial. **Job Summary** The summer associate will work closely with the Internal Wholesaler Team Lead. The ideal candidate possesses a commitment to ... excellence in client service and is excited to work in a collegial environment. This role calls for someone interested in sales/client service and understanding the asset management business. The summer associate position is a temporary role. **Start Date:**… more
- Covr Financial Technologies (San Francisco, CA)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION:...be a member of Covr's team which includes an internal partners, assigned Case Manager, as well as access… more
- Covr Financial Technologies (Hartford, CT)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION:...be a member of Covr's team which includes an internal partners, assigned Case Manager, as well as access… more
- Aegon Asset Management (Denver, CO)
- …supply inventory and proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship ... Job Family Internal Sales About Us At Transamerica, hard work,...which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which… more
- Aegon Asset Management (Denver, CO)
- …advisor relationships and the facilitation of sales finals to plan sponsors. The RVP/ Internal Wholesaler (IW) partnership will develop a network of advisors to ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- Principal Financial Group (Washington, DC)
- …RIA channel throughout the SE Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA ... will help you stand out:** + Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range… more
- Novo Nordisk (Plainsboro, NJ)
- …both externally and internally, for wholesalers. Relationships Reports to the Director, Wholesaler Strategy & Channel Operations and is in direct contact with ... externally + Deliver analyses and insights to inform supply chain and wholesaler strategy, including alternate models, collaborate with a cross-functional team to… more
- HUB International (Providence, RI)
- …of our unique value propositions. The Annuity Sales VP is paired with an Internal Wholesaler to support all efforts towards managing and growing sales. We ... are currently looking for someone who has experience or is currently working within the Independent Dealer Channel (IBD) for this position. **Responsibilities:** + Passionate about wholesaling excellence. Manage book of active producers and prospects and… more
- Principal Financial Group (Washington, DC)
- …sales plans, activity reports and rotation schedules. + Works closely with Internal Wholesaler within assigned territory for collective success. + Presentations ... to large groups(banker/advisor training programs) and one on one in a face to face and a virtual setting, ability to provide case design consultation and timely follow-ups. *Heavy incentive component in addition to salary listed. We take pride in being a… more