- Guardian Life (Holmdel, NJ)
- The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This ... clients and key partners. **You will** + Work collaboratively with External Wholesaler to build and manage relationships within territory. + Proactively follow up… more
- Athene (West Des Moines, IA)
- …the bar even higher. We're ready to help you achieve more. Purpose: The Internal Wholesaler in the Independent Broker Dealer channel will educate Financial ... Advisors on Athene annuity products, services and resources via proactive & direct...financial services industry sales experience required; with prior an annuity products sales experience strongly preferred. + State Insurance… more
- TD Bank (Boston, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Internal Wholesaling Manager (IWM) is responsible for the direct management of a ... national team of Internal Wholesalers - Investment and Planning Specialists (IWIPS). The...and provide advice around financial planning, investment management and annuity / insurance solutions + Participates in the development… more
- Raymond James Financial, Inc. (Troy, MI)
- …and data on current and proposed sales activity. + Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering ... Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales within a… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People… more
- JPMorgan Chase (Los Angeles, CA)
- …ability to educate advisors on financial products and the process of delivering annuity solutions + Partnering with an internal specialist, be responsible for ... internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based...+ 5 years within financial services as an external wholesaler , or having annuity sales experience +… more
- Raymond James Financial, Inc. (Troy, MI)
- …obtained through experience, training and/or certification to lead and coordinate an annuity distribution organization composed of a team of external and internal ... Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers is required to establish and maintain relationships… more
- T. Rowe Price (San Francisco, CA)
- …only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized role the RSS maintains a highly leveraged ... of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable… more
- Lincoln Financial Group (Radnor, PA)
- …providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business ... Coordinator Program. **What you'll be doing** + Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance… more