- Guardian Life (Annapolis, MD)
- The External Wholesaler , Life Brokerage 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
- Lincoln Financial (Los Angeles, CA)
- …this opportunity. **Requisition #:** 74783 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance,...Los Angeles. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase… more
- BlackRock (San Francisco, CA)
- …of an organization that makes a difference! **Primary Responsibilities:** The market leader/ external wholesaler serve as the key contact between BlackRock and ... our financial intermediary clients and financial advisors and is responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents and Wirehouse firms. The Market Leader will deliver expertise… 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion… 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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