Job Family Internal Sales About Us     At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.      Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.          Who We Are       We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international...

Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE! POSITION HIGHLIGHTS In office Monday - Friday: 8420 W Dodge Rd, Omaha, NE 68114 Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday Compensation is a combination of base + incentive  SUMMARY  Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES   Agent Support Functions:  Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.   Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with  agencies and agents on all aspects of assigned products;   Recruit, train, service and...

Wholesaler The Quantum Group Scottsdale, Arizona About the Quantum Group The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Job Summary Quantum, an entrepreneurial, fast-paced financial sales and marketing firm in North Scottsdale is looking for an in-office Wholesaler. Salary opportunities commensurate with experience. This internal sales position is responsible for recruiting financial advisors into our organization by following a detailed marketing plan. You will learn our products and then find and qualify advisors who would benefit from our products in their practices. You will maintain a pipeline of leads provided to you Primary Responsibilities: Implement...

Business Description NCFAâs US Independent Wealth Advisory business manages the firmâs relationships with US retail investors and financial advisors.  Representing a full suite of strategies â from SDBA, non-proprietary ETFs and mutual funds to SMAs and sub-advisory relationships â USIWAâs mandate is to deliver NCFA & Cyborg-Advisors to advisors, retail, business owners and institutions.   Role Description NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On-Plan Money Management program to RIAs & Independent Planners, (2) Promote Cyborg-Advisors RIAs & Independent Planners (3) Broadly educate advisors...

Job Family Internal Sales About Us     At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.      Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.          Who We Are       We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international...

The Opportunity   At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.   We’re a   boutique   tactical   asset manager   with a differentiated product   that serves   the   independent broker-dealer and RIA   channel   Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.    Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within...

The Opportunity   At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.   We’re a   boutique   tactical   asset manager   with a differentiated product   that serves   the   independent broker-dealer and RIA   channel   Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.    Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within...

The Opportunity   At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.   We’re a   boutique   tactical   asset manager   with a differentiated product   that serves   the   independent broker-dealer and RIA   channel   Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.    Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within...

Summary As an  Internal Wholesaler,  you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is 100% onsite in Bethesda, MD. What You’ll Do Conduct proactive outreach to advisors, promoting our products and driving sales. Build and deepen relationships with financial advisors. Collaborate with external wholesalers to meet regional goals. Provide solutions that help advisors deliver exceptional results for their clients. Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches. Effectively manage HubSpot...

Job Description Internal Wholesaler Montreal – Offices located at 1981 McGill College Avenue   Build the future with us Are you driven by sales excellence and client relationships and eager to contribute to the success of a company that helps its clients feel confident and secure about their future? As part of our Internal Wholesaling team, you will report to the Vice-President, National Inside Sales, and work closely with the VP of Sales and Regional Sales Associate to drive proactive sales efforts within a defined territory. This hybrid role is based in Montreal and includes occasional travel to attend events and meet clients. As an Internal Wholesaler, you will help drive sales and strengthen relationships within the brokerage and dealer community. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an...