- Vanguard (Malvern, PA)
- Vanguard is seeking a motivated and dynamic Internal Wholesaler with: + Strong sales aptitude and a natural ability to engage with financial advisors across various ... Respond to client or prospect inquiries in the sales executive 's absence. + Conduct market research on competitors, including...our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew… more
- Aegon Asset Management (Denver, CO)
- …and Savings & Investments, comprised of life insurance, annuities, employee benefits , retirement plans, and Transamerica Investment Solutions, and 3) Financial ... years of experience in the financial services industry Working Conditions + Hybrid work environment with occasional overnight travel. **Please note that the… more
- Cover Whale (New York, NY)
- …Join us in the mission! The Role: Location: New York, NY ( Hybrid ) The National Partners Distribution Lead (NPDL) will develop and execute strategies ... experience. + 2+ years of experience at a carrier, wholesaler , or MGA preferred. + Proven ability to drive...skills, comfortable representing the company at industry events and executive meetings. + Flexible and adaptable to changing priorities,… more
- Aegon Asset Management (Denver, CO)
- …and Savings & Investments, comprised of life insurance, annuities, employee benefits , retirement plans, and Transamerica Investment Solutions, and 3) Financial ... on interactions with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of the effectiveness… more
- Aegon Asset Management (Denver, CO)
- …and Savings & Investments, comprised of life insurance, annuities, employee benefits , retirement plans, and Transamerica Investment Solutions, and 3) Financial ... relationships and the facilitation of sales finals to plan sponsors. The RVP/Internal Wholesaler (IW) partnership will develop a network of advisors to develop sales… more
- Aegon Asset Management (Denver, CO)
- …and Savings & Investments, comprised of life insurance, annuities, employee benefits , retirement plans, and Transamerica Investment Solutions, and 3) Financial ... proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to… more