- Guardian Life (Columbia, SC)
- …assist with communication between account managers, the producer, the client, and the external wholesaler as needed. You have Bachelor's degree required. Minimum ... related to our client solutions. Provide sales support to external wholesalers and financial advisors/brokers by assisting...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- Guardian Life (Pittsfield, MA)
- …culmination of all of our combined efforts. You will Work closely with the External Life Wholesaler on cases and projects Instill Confidence Through Knowledge in ... independently and as part of an invested, sales and service based team? The major purpose of the Internal...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- Guardian Life (Bethlehem, PA)
- …partners and wholesalers. Customize content to fit the needs of diverse external channels. Wholesaler Support: Enable wholesalers with targeted materials, ... tailored for third party partners, including broker-dealers, independents, and external wholesalers. The role will serve as a key...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- JPMorgan Chase (Columbus, OH)
- …financial advisors in a more user-friendly way. Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... verbal communication and presentation skills. Preferred qualifications, capabilities and skills: Financial service and/or related sales leadership experience is… more
- Janus Henderson Investors (Denver, CO)
- …support (10%) Generate sales ideas and identify new sales opportunities (5%) Travel with external wholesaler in the field on a limited basis for territory ... outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing...role and two years of experience in the mutual fund/ financial services industry and/or training; or an… more
- CVS Health (Frankfort, KY)
- …(with SOPs), capacity / forecast planning, and tools to execute operational service catalog Implement key performance indicators (KPIs) to manage operations Maintain ... effective working relationships with a variety of internal and external partners, including PRU, legal, compliance, regulatory, data science, and information… more
- Principal Financial Group (Charlotte, NC)
- …a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on ... the SE Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable… more
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds ( External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... help unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative...to persuade a person to buy a product or service . **Strategic Sales Planning:** Knowledge of sales principles, processes,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or related field and a minimum two (2) years of experience in the financial services industry. ~or~ * Any equivalent combination of experience, education, and/or ... evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial ... advisors on the benefits of offered products and services for their clients through individual or group meetings… more
- Guardian Life (Boston, MA)
- …assist with communication between account managers, the producer, the client, and the external wholesaler as needed. **You have** + Bachelor's degree required. + ... to our client solutions. + Provide sales support to external wholesalers and financial advisors/brokers by assisting...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
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