- Athene (West Des Moines, IA)
- …and dynamic work environment at our various locations. Purpose: The Internal Wholesaler in the Independent Broker Dealer channel will educate Financial Advisors on ... Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building over the phone!… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from ... referrals, ad campaigns and territory canvassing. * Manages expense account within allotted budget. * Performs other duties and responsibilities as assigned. **Knowledge of:** * Fundamental concepts, principles and practices of the securities industry and… more
- T. Rowe Price (San Francisco, CA)
- …consider this exciting career opportunity with our organization! As an Internal Wholesaler /Intermediary Sales Consultant, you will serve as a key sales and ... relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: + Build and manage relationships with a targeted audience of financial advisors. + Collaborate… more
- Commerce Bank (Kansas City, MO)
- …range for some roles. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors that are considered in making ... compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any… more
- Vanguard (Malvern, PA)
- Vanguard is seeking a motivated and dynamic Internal Wholesaler with: + Strong sales aptitude and a natural ability to engage with financial advisors across various ... channels (phone, web meetings, email). + A proactive, growth-oriented mindset-someone eager to learn, take initiative, and contribute to a high-performing team. + Genuine curiosity about people, their advisory practices, and how they make decisions. +… more
- Aegon Asset Management (Denver, CO)
- …Summary Responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds, annuities, and insurance products. ... Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where… more
- Athene (New York, NY)
- …+ Serve as a key point of contact for recordkeeping partners, providing proactive support across platforms offering Vitera solutions. + Conduct video and phone-based ... We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create… more
- Wellington (San Francisco, CA)
- …+ Bachelors degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven background in asset management and ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in… more
- BlackRock (San Francisco, CA)
- …+ Execute the alternative sales campaign strategy. Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio ... **About this role** BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the… more
- Athene (CA)
- …and Experience: + 10 years' prior wholesaling experience. + Knowledge of Fixed Indexed and Registered-Indexed Linked Annuity Marketplace. + Life & Health License and ... We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create… more