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...

       We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Job Summary The Investment Consultant’s (Internal Wholesaler) primary responsibility is to drive Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts sales through an increased phone & virtual meeting presence in the assigned regions and to complement the activities of the territory’s Regional Investment Consultant (external wholesaler). The Investment...

Manulife John Hancock Investments, a division of Manulife Financial, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate. Position Responsibilities: Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up Generate new business through targeted prospecting and...

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 Internal Wholesaler II works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.    Essential Job Duties & Responsibilities •    Make...

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!...

Job Description Summary Under general direction with a high level of autonomy, extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Responsibilities • Responsible for building and maintaining relationships with financial advisors to generate assets within a...

Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. Coverage will be Chicago with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The...

Job Description Summary Under general direction with a high level of autonomy, extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Responsibilities: • Responsible for building and maintaining relationships with financial advisors to generate assets within a...

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary The Wholesaler - Edward Jones Channel serves as a consultative insurance sales professional responsible for driving life insurance sales growth, advisor engagement, and business development within assigned Edward Jones territories. This role proactively creates opportunities, influences advisor behavior, leads planning conversations, and manages opportunities from discovery through policy placement. Position will be fully remote. Job Description Key Responsibilities Proactively drive insurance sales opportunities within assigned Edward...