- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds (...is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… 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 ... to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP....required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Principal Financial Group (Des Moines, IA)
- …advisors (phone, email, meetings) + Solve for needs across products: mutual funds , separately managed accounts, ETF's, 529's, internal funds , etc + ... Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds **Salary Range Information** Salary ranges below reflect targeted base salaries.… more
- Equitable (Lexington, KY)
- …Health and Annuities Insurance License + Thorough knowledge of Variable Annuities and Mutual Funds + Previous direct financial services sales experience + Valid ... Regional Vice President (External Wholesaler ) - Kentucky & West Virginia ( 250000M4...Develop new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Job Family Internal Sales About Us At Transamerica, hard work,...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- Manulife (Tempe, AZ)
- …Wholesalers as part of the Manulife John Hancock Investments Management team. Each Internal Wholesaler that reports to this position proactively markets and ... solicits retail mutual funds , ETFs, 529 College Saving Plans,...supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance issues early… more
- Janus Henderson Investors (Denver, CO)
- …or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- JPMorgan Chase (Columbus, OH)
- …work towards achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental… more