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Internal Wholesaler Jobs

147 jobs

JOB SUMMARY: Provides service to financial advisors throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. Primary responsibilities are providing support to Regional Managers in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors rega...
Company Description AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of t...
Regional Sales Specialist / Internal Wholesaler Base Salary: PLUS… Commissions: $95,000. FIRST YEAR! Requirements & Responsibilities: Collage Graduate with a background in financial services. One or more years in a financial services sales related position. Must be registered series 7 & 63. Must be very knowledgeable about Mutual Fund, any additional products are a plus. Someone who is pass...
Major Financial Services Firm in Chicago, Illinois is looking for an Internal Wholesaler. Basically all they are looking for are people with a minimum of 1 to 3 years selling anything within the financial services industry. IF YOU HAVE any one OF THE FOLLOWING , IT WOULD BE A PLUS Experience selling Mutual Funds Experience selling ETF’s ANY KNOWLEDGE dealing with non- traded REIT’s ANY KNOWL...
Internal Wholesaler This position is responsible for working in coordination with territory’s Regional Vice President (RVP) to increase sales in Calvert products primarily through both outbound and inbound telephone selling. Essential Functions: Works in coordination with Regional Vice President to achieve regional sales goals and retain assets. Involves heavy outbound telephone sales to third...
Job Description: Internal Wholesaler – Investment Sales Wilshire Finance Partners, a leader in real estate-based fixed income investments, seeks talented wholesalers to help drive new relationship development and AUM growth. The Opportunity: Internal Wholesalers are responsible for selling our funds and other investments to registered investment advisers (RIAs), wealth managers, institutional inv...
Overview: ? At StanCorp Equities, Inc., the retirement plans sales and marketing arm of The Standard (www.standard.com) we are committed to helping people achieve financial well-being and peace of mind. If you like to make a difference and stand out from the crowd, consider pursuing your career dreams with us. ? As an Internal Retirement Plan Consultant, you will have the opportunity to provid...
Crump Life Insurance Services is a leading independent wholesale distributor of insurance, linking a US network of 200,000+ financial services professionals with products manufactured by about 100+ highly rated insurance companies. Crump is part of BB&T Insurance Services, the sixth largest insurance broker in the U.S. and the seventh largest internationally. The Internal Wholesaler's primary fun...
■ Minimum Education: Bachelor's degree in finance, accounting or a related field. ■ Minimum Experience: Four years of client service in an investment management or related business OR an equivalent combination of education and experience. ■ Required Knowledge, Skills, & Abilities: - In-depth understanding of the financial services / investment management industry. - Knowledge of industry related c...
A bachelor's degree is required Five plus years of successful industry/investment sales experience; DCIO sales experience preferred FINRA Series 7 & 63 licenses required Strong computer skills: Sales Force (preferred), MS Word, Excel, and PowerPoint Knowledge of the retirement plan marketplace and the capital markets Familiarity with plan design, regulatory issues, practice management, record...
Crump Life Insurance Services is a leading independent wholesale distributor of insurance, linking a US network of 200,000+ financial services professionals with products manufactured by about 100+ highly rated insurance companies. Crump is part of BB&T Insurance Services, the sixth largest insurance broker in the U.S. and the seventh largest internationally. The Internal Wholesaler's primary fun...
Job Summary: Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Financial Advisors and the Sales Support staff. Assist the Financial Advisors in all aspects of the sales process, including Annuity product education, case design, competitive analysis and client calls. In addition, this position will assist in the developme...
Oliver Evans (18222), United States of America, Wilmington, Delaware At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy...
Internal Wholesaler, Annuities – Producers Choice Troy, MI-1600445 Description Job Summary: Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Financial Advisors and the Sales Support staff. Assist the Financial Advisors in all aspects of the sales process, including Annuity product education, case design, competitive a...
ADP is hiring an Inside Sales - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP. Sales at ADP. It's what drives our global growth as a world-wide leader of wo...
Auto req ID 446BR Business Line TGAM Posting Location Charlotte Posting Title DCIO Specialist/Internal Wholesaler Summary The Defined Contribution Investment Only internal sales representative will work as part of an internal and external wholesaling team to increase sales and retain assets of TIAA Global Asset Management through pro-actively telemarketing financial advisors within the adviso...
Internal Wholesaler - Investments-RLL500965Bos Description Key Focus: The Internal Wholesaler will proactively market and solicit retail John Hancock mutual funds, 529 College Saving Plans and PMA sales throughout the broker-dealer community. Working in conjunction with an External Business Consultant and the marketing team, this individual will proactively manage and cultivate a sales territory...
Crump Life Insurance Services is a leading independent wholesale distributor of insurance, linking a US network of 200,000+ financial services professionals with products manufactured by about 100+ highly rated insurance companies. Crump is part of BB&T Insurance Services, the fifth largest insurance broker in the U.S. and the sixth largest internationally. The Internal Wholesaler's primary funct...
Crump Life Insurance Services is a leading independent wholesale distributor of insurance, linking a US network of 200,000+ financial services professionals with products manufactured by about 100+ highly rated insurance companies. Crump is part of BB&T Insurance Services, the fifth largest insurance broker in the U.S. and the sixth largest internationally. The Internal Wholesaler's primary funct...
Oliver Evans (18222), United States of America, Wilmington, Delaware At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy ...