- Equitable (Los Angeles, CA)
- Regional Vice President, External Wholesaler , Northern Los Angeles, CA (REMOTE TRAVEL) ( 250000OJ ) **Primary Location** : UNITED STATES-CA-Los Angeles **Other ... honed since 1859. Equitable is looking for a dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities. This role… more
- Manulife (CA)
- …of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across ... Develop positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners. + Efficiently lead the… more
- BlackRock (San Francisco, CA)
- …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
- 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: +… more
- Wellington (San Francisco, CA)
- …**QUALIFICATIONS** + Bachelors degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven background in ... asset management and alternative investments + Expertise in managing a large territory including optimizing time allocation to maximize sales + Excellent communication & presentation skills with an ability to influence others + Strong ability to easily… more
- John Muir Health (Walnut Creek, CA)
- …performing audits or compliance assessments internally as needed; coordinates external compliance assessments with outside firms, when appropriate, to validate ... covered entity compliance at the contract pharmacy, covered entity, and wholesaler levels, including 340B purchasing. + Performs regular independent compliance… more
- Hand Family Companies (San Marcos, CA)
- …as necessary. + Ensure compliance with all applicable legal guidelines, the Wholesaler Equity Agreement, Distributing's standards, and policies. + Introduce and sell ... suite. + Highly self-motivated and result-oriented. + Excellent internal and external customer service. + Excellent problem-solving skills with strong attention to… more
- Aegon Asset Management (CA)
- …sales and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by Transamerica Capital, Inc. + Participate in ... + Proficient using technology + Preferred Qualifications + Master's degree + External wholesaling of financial services products + Working Conditions + Remote… more
- Allegion (Diamond Bar, CA)
- …of residential brands to end-users including both "direct dealer" and " wholesaler " distribution strategies + Develop territory and customized business plan(s) for ... and strategic); timely and tactful email communication with internal and external managers and customers; management and maintenance of all builder program… more