Key Responsibilities ： 1. Responsible for regional wholesaler management. Monitor wholesaler data accuracy including sell in/out and physical inventory checking. Ensure wholesaler traceability scan rate and collect internal/external GMA information. Assist to evaluate or lower wholesaler to ensure the efficiency and effectiveness of regional RTM. Work with T1/2 WS and local team to achieve the monthly sales target Complete quarterly incentive evaluation and seasonal incentives. Sales order process and management: Collect A/R, invoice check, return goods, and WS contract filing WS Contract management: WS recruitment & cancel application process, negotiation, renewal, preparation, signing SFDC WS relevant information maintenance 2. Act as regional sales planning associate Closely work with regional finance, trade marketing and sales team to ensure the implementation of channel strategy. Monitor volume and value performance by city, prepare data analysis for...

Core Responsibilities: This role requires 50% travel to agency sites to train on life insurance and annuities products and sales strategies. Sales & Production Conduct daily sales activities including calls, case design, and product consultations. Drive accountability and production through field engagement and relationship building. Conduct up to 6 live office visits per month to support field growth. Agent Support & Development Provide high-level support to agents with a focus on teaching rather than doing the work for them. Assist with product selection, illustrations, and sales strategies. Serve as a trusted advisor to the field. Training & Education Conduct weekly live and virtual training for agents. Educate agents on annuity products and how to properly select them. Carrier & Product Relationship Management Maintain relationships with carrier wholesalers to stay current on products and updates. Support agents in...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

The Internal Consultant (Wholesaler) must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness. The successful candidate must be a self-starter and team player. Primary Responsibilities Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals. Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls. Articulate investment solutions and strategies and discuss financial markets (domestic and international). Identify and support sales opportunities and advisor needs,...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing...

Job Requisition ID: 94484    Location Designation:  Fully Remote      Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of a General Office team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. Role Overview The Senior Associate, IDI Wholesaler is responsible for driving Individual Disability Insurance (IDI) sales within an assigned territory by partnering with New York Life General Offices, Managing Partners, Sales Managers and agents. This role serves as a trusted sales consultant, delivering product expertise, field training and strategic sales support to increase production and achieve...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the...

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: Join Athene as an Internal Wholesaler supporting our IBD channel, where you'll play a key role in driving annuity sales through strategic partnerships, proactive Athene is seeking an Internal Wholesaler to support our Independent Broker Dealer (IBD) distribution channel by partnering with Regional Vice Presidents to grow advisor relationships, increase annuity sales, and deliver exceptional service to financial professionals. In this highly collaborative role, you'll provide consultative product expertise, execute strategic territory plans, and help advisors deliver retirement income...

Job Description Summary: NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer).  This position requires a presence in the Stamford office five days a week.  Job Description: Primary Responsibilities Advisor Coverage & Relationship Management Manage and grow relationships with a defined book of financial advisors across assigned territories Conduct proactive outreach via phone, video meetings, and targeted in‑person visits Identify opportunities to deepen engagement across strategies and platforms Support advisor onboarding, education, and implementation of firm strategies Sales & Asset Growth...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the...