- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by mastering and utilizing extensive… more
- Jackson National Life Insurance Company (Nashville, TN)
- …partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan ... success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports conferences… more
- Jackson National Life Insurance Company (Nashville, TN)
- …to Workday and apply through Jobs Hub._** **Job Purpose** **The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn ... successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating… more
- Janus Henderson Investors (New York, NY)
- …management responsibilities for assigned territory + Meet with clients to present investment reviews, discuss investment strategies, and to identify and respond ... of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and… more
- BlackRock (San Francisco, CA)
- …broker-dealers, private banks, independent advisors, family offices, and Registered Investment Advisors (RIAs). As such, Offshore Wealth has been instrumental ... in solidifying BlackRock's position as a leading provider of investment solutions for the international clients in the Americas. The team has 20+ colleagues between… more
- BlackRock (Chicago, IL)
- …identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving ... all aspects of an advisor's business** **Deliver fiduciary and investment insights through portfolio construction conversations** **Be consultative business partners… more
- Lincoln Financial (Houston, TX)
- …opportunity. **Requisition #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will develop, direct, implement, and maintain a ... and close attention to detail is necessary to determine proper processing of investment documents + Effective verbal and written communication skills + Skill in… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- The Hartford (Wayne, PA)
- …to establish and maintain open communication with an Advisor Consultant (external wholesaler ) and work together to help meet or exceed established sales goals, ... individual execution metrics, as well as firm objectives. *This position will adhere to Hartford Funds' sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and… more