What You'll Do: Get ready to take your career to the next level. The Principal Financial Group is seeking a Regional Wholesaler, Distribution - Retirement Solutions to join our team. This is a hybrid wholesaling opportunity.   As you partner with local intermediaries throughout NorCal, you will use your skills to position our products as the ultimate solution for the client. Here are some of the examples of the things you'll do: Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 2M AUM. Build and establish relationships with financial advisors that are un-assigned throughout Northern California. Activity Management We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!...

Department:                Sales Reports To:                 Internal Sales Manager   Position Summary Provide education and support of CNL distributed products to various investment advisors and registered representatives “financial professionals” in a specific territory.  Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).   Essential Job Functions Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory Grow CNL’s market share within the territory through consultation with financial professional on our products Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and...

Job Requisition ID: 94477    Location Designation:  Fully Remote      Business Unit Overview Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of our team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. Role Overview In a highly competitive and energetic sales environment , you will work directly with New York Life (NYL) agents to share sales ideas, provide product information, identify book of business sales opportunities and assist on client meetings. While partnering with the External Life Product Consultant, the Variable Internal Life Product Consultant is responsible for increasing life sales within the territory. The Variable Internal Life Product Consultant is...

The Opportunity MassMutual Strategic Distributors (MMSD) is looking for a self-starting and partnership-oriented Life Internal Wholesaler to join our Internal Sales Desk.  You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team The Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third-party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents. The Impact In this role, you consult with our clients (broker dealers, captive agents and/or institutions) on pre-and-post-sale technical product support.  You respond to inquiries from our distribution partners and advisors on products, sales designs/concepts, and product positioning.  You communicate confidently with your customer base and drive sales in partnership with your territory’s...

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 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 assist agents to enable agents to...

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 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 assist agents to enable agents to...

Description The Group Manager referred to as the Divisoinal Director manages a team of Senior Investment Consultants. At this level, team composition usually covers multiple products, partner firm types and/or a geographic regions or sub-regions. Guides and collaborates with team members on sources of new business opportunities and prospects. The DD will work closely with partner firm COI's to ensure they are uncovering best opportunities for their team. Conducts market research and analyses to identify areas of pursuit. Ensures that prospecting activities of the team align with business unit goals and objectives and are focused on responsible business growth that is compliant, of acceptable risk and profitable. Identifies the markets and areas for future growth and development and ensure staff are deployed accordingly. Contributes to setting the functional direction of business development in support of business unit goals. Develops and implements the operating model for...

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...

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. The Senior Compliance Analyst of the Regulatory Affairs and Market Conduct team works with state regulators and other external parties to manage inquiries and examinations of Protective Life Insurance Company (“PLICO”) and its insurance affiliates. This position will work across the organization to obtain information and respond to regulatory inquiries. In addition, develop timely and accurate responses to inquiries/examination questions by researching applicable rules, regulations, and laws.  The Senior Compliance Analyst will act as a liaison between regulators and internal business partners. The position will clarify requests from regulators and review information provided by business...

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 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 assist agents to enable agents to...