- Equitable (IN)
- Regional Vice President ( External Wholesaler ) - Indiana "All Distribution Channels" ( 2500008W ) **Primary Location** : UNITED STATES-IN **Organization** : ... Equitable **Schedule** : Full-time **Description** At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with… more
- BlackRock (MN)
- …a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial ... services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required +… more
- Lincoln Financial (Los Angeles, CA)
- …#:** 74352 **The Role at a Glance** As the MoneyGuard Associate Wholesaler , you will be responsible for proactively promoting sales of Lincoln Financial ... to assigned firms/institutions. + Serves as a resource to internal/ external stakeholders for assigned area(s) of responsibility. + Utilizes expense… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Raymond James Financial, Inc. (Troy, MI)
- …on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated ... effective working relationships with team members, internal partners, and external parties. + Assimilate and prioritize strategies into operational guidelines.… more
- BlackRock (Chicago, IL)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial Advisors, collaborate with other sales professionals to develop deep relationships.… 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 managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… 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 managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive,… more
- Neuberger Berman (New York, NY)
- …of the Client Associate (CA) is to partner with the Client Advisor ( external wholesaler ) to promote and sell Neuberger Berman investment products through ... competition, our clients, and their firms + Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed… more
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