Base + Comm  -     As a Bilingual Inside Wholesaler, Insurance (English + Mandarin/Cantonese) for Insurance, you’ll work closely with the Regional Sales Manager and sales support teams to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life.   What you will do:   Deliver bottom line insurance sales growth by working in collaboration with our Regional Sales Managers (Insurance) to generate sales and meet and exceed sales targets Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a limited amount of face-to-face interaction. Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress Support business growth through targeted lead generation and performance-based sales outcomes Grow the region by optimizing...

Alternate Locations: Nashville, TN (Tennessee)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75715   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of AL and TN. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory.   What you'll be doing Builds and directs a more complex relationship platform by identifying...

  Base + Comm  -     We’re looking for a Bilingual Outside Wholesaler, Insurance (English + Cantonese/Mandarin) to drive a key region for our insurance Distribution line of business. This role delivers product expertise, provides industry insights, and drives life insurance, disability and critical illness business sales by partnering with a variety of advisors. Our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind Canada Life solutions.   What you will do   Provide expertise on life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation to advisors + clients Leverage your understanding of tax and estate planning related to life and living benefits Use your credibility and expertise (CFP, CHFC, PFP and/or CLU) and ability to leverage product solutions and strategies to create an excellent advisor...

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.   This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.   What You’ll Be Doing Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products. Client support activities may include\: handling meeting coverage requirements; preparing for due diligence meetings;...

Work Location: Edmonton, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $100,000 - $125,000 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job...

  About the Role   At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.     Equitable is looking for a dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities.   This role will support the growing market of Northern Los Angeles, CA and have up to 95% travel within the territory to support business needs.      What You'll Be Doing   Responsibilities   ·         Develop and manage consultative relationships with existing Third Party advisors. ·         Assess and identify the needs of advisor clients in order to promote new products. ·         Develop new producers while retaining existing producers to grow market share in excess of 15%. ·         Educate and train advisors on Annuity products. ·         Champion for headquarters marketing campaigns at local client...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $90 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: Chesapeake The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job Functions [1] : Introduce...

  What You Will Bring     ·         FINRA Series 6 or 7 and Series 63 registrations ·         Resident State Life, Health and Variable Annuities Insurance license ·         Thorough knowledge of Variable Annuities and Mutual Funds ·         2+ years direct sales or wholesaling experience     Preferred   ·         Experience selling annuities in Eastern Tennessee, North Carolina and South Carolina markets ·         Bachelor's degree ·         CLU, ChFC and/or CFP ·         Exceptional communication/interpersonal skills ·         Highly Organized ·         Technically savvy with computer and MS Office products     Skills     Influencing:  Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating:  Knowledge of successful negotiation concepts and techniques; ability to negotiate...

The Internal Wholesaler will proactively partner with external wholesaler partner to develop and grow sales in alignment with business plans. This individual will be engaged in all areas of Annuity sales distribution, including illustrations, product knowledge, sales strategies, marketing, and commissions. Key partners include Guardian Product, Distribution, Financial Professionals, Marketing, and Sales. You are A great teammate who is goal-oriented and focused on success. You have a strong ability to build and maintain relationships with clients and key partners. You will Work collaboratively with External Wholesaler to build and manage relationships within territory. Proactively follow up on annuity illustrations and large cases. Initiate sales calls daily to strengthen relationships and provide marketing and sales support. Provide advanced case design support. Work with External Annuity Wholesaler to identify new sales opportunities across product...

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.   Equitable is looking for a Sr. Internal Wholesaler to help increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars.  Sr. Internal Wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team.  Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support. What You’ll Be Doing Successful employees are expected to accomplish the following: 20 quality phone conversations daily. (Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell.) 50-60% of your day spent...