Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

A path for every ambition.   At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.   Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.   Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.   Your ambition has a home here....

A path for every ambition.   At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.   Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.   Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.   Your ambition has a home here....

Job Description: Roles & Responsibilities • Making indent/order/invoice from the system • Co-ordinate with Suppliers and transporters for follow-up for orders & timely and efficient delivery of goods to customers. • Monitor the delivery process to ensure goods reach customers as scheduled and resolve any issues or delays in the supply chain by constant communication. • Payment collection of parties as per terms & conditions. • Maintain regular communication to ensure customer satisfaction and retention. • Written/verbal communication with principal company & customers. • Track and ensure accurate calculation of brokerage or commission payments. • Maintain detailed records of all brokerage or commission transactions. • Ensure all communication and transactions are well-documented and easily retrievable. • Assist in preparing sales presentations, proposals, and contracts & Preparing sales related reports as per the requirement. • All activities...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities, and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Location Note: This is a hybrid role for our Wakefield, MA office. The Purpose of Your Role: Do you want to help advisors and employers make employer sponsored retirement plans easier, more effective, and more valuable for their people? We are seeking a relationship-driven Internal Retirement Plan Wholesaler to support the growth of Sentinel Group’s retirement-plan business. In this role, you will partner closely with external wholesalers to develop advisor relationships and support new-business opportunities. You will serve as a trusted resource for retirement plan advisors by helping them understand Sentinel’s retirement-plan capabilities, including open-architecture recordkeeping and administration, participant education, and applicable fiduciary-support services. You will help qualify opportunities, coordinate proposals and presentations, respond to advisor questions, maintain accurate pipeline information, and guide opportunities...

Join a team recognized for innovation, excellence, and industry-leading service. We’re seeking an Internal Insurance Wholesaler to partner with top wholesaling professionals and drive growth in Manulife’s Retail Markets business—a leading provider of insurance and investment solutions for Canadian families.    As an Internal Wholesaler, you’ll collaborate with External Wholesalers to manage a regional sales territory, strengthen advisor relationships, and uncover new opportunities to grow individual life and living benefits insurance sales. The ideal candidate is sales-driven, coachable, collaborative, and thrives in a competitive environment.  Position Responsibilities:  Proactively engage advisors to uncover and support sales opportunities  Manage daily tasks to meet productivity goals and advisor needs  Handle inquiries (case consultations, illustrations, product training)  Use data, analytics, and Salesforce to plan and execute 60-day business cycles...

Job Description: This position includes incentive compensation in addition to the annual salary. Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented  Internal Wholesaler - Annuity to join our team in Omaha, NE OR Newport Beach, CA. This is a hybrid role with four days in the office and one day at home. As an Internal Wholesaler, you’ll move Pacific Life, and your career, forward by:...

Job Description: A Sales Executive for a wholesaler is responsible for driving revenue by prospecting new retailers, maintaining strong relationships with existing clients, and achieving sales targets. They negotiate prices, process orders, monitor stock availability, and manage collections within their assigned territory. [ 1 , 2 , 3 , 4 ] Key Responsibilities Lead Generation: Identify and acquire new B2B clients through cold calling, market visits, and networking. Relationship Management: Manage key accounts, understand client purchasing trends, and ensure high customer retention. Sales & Negotiation: Present wholesale product catalogs, negotiate volume discounts, and close profitable deals. Order Processing & Fulfillment: Process orders accurately and coordinate with logistics/warehouse teams to ensure timely delivery. Payment Collections: Follow up on invoices, track receivables, and ensure payments are collected...