- Athene (MI)
- …at our various locations. Purpose: We are seeking a dynamic Vice President, External Wholesaler to lead and expand Athene's presence within the Financial ... objectives. + Collaborative Sales Leadership: Work closely with your Internal Wholesaler Partner to identify top opportunities, develop actionable business plans,… more
- Guardian Life (Sacramento, CA)
- The External Wholesaler , Life Insurance must have the ability to develop strategies and business plans to win new client relationships while retaining and ... Must be goal-oriented, focused on success. + Work collaboratively with Internal Wholesaler to build and manage relationships within territory. + Demonstrate a strong… more
- Raymond James Financial, Inc. (Springfield, IL)
- …End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for ... on current and proposed sales activity. * Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from… more
- Thrivent Financial (Minneapolis, MN)
- …and to complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). The Investment Consultant will provide sales and sales ... + Limited travel (10%), typically 1 week to travel with each external wholesaler in his/her respective territory to interact with advisors face-to-face. Job… more
- Equitable (Charlotte, NC)
- …activity, emails and webinars. Internal wholesalers partner with a Regional Vice President ( External Wholesaler ) in the field and are responsible for driving ... Internal Wholesaler - Life ( 250000GT ) **Primary Location** :...efforts + Clear and defined expectations/plan surrounding partnership with external counterpart in your territory + Achieve over 100%… more
- BlackRock (Atlanta, GA)
- …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
- Athene (MI)
- …through individual and group training sessions, seminars, workshops and branch meetings. + External wholesaling position to work with the Direct IBDs to increase the ... sale of fixed indexed annuities. + Identify and develop new advisors while strengthening relationships with existing advisors. + Increase sales through field activity and in-person meetings. + Provide sales ideas and client solutions. + Strategically plan and… more
- City National Bank (Augusta, ME)
- …* Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net ... *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an… 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 ... Responsibilities** + Acts as the subject matter expert on external advisory platforms and fintech tools. + Partners with...use of time through virtual training and, at the wholesaler 's request, field training. + Proactively partners with the… 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
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