What You'll Do: In this multifaceted role, you will lead internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management. You will also build and manage the Asset Retention program in partnership with your External Wholesaler(s).   Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions. Determine client requirements and offer...

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: The Internal Wholesaler position will be part of the Bank Channel working through proactive & direct phone contact with Financial Advisors to consult on Athene annuity products, services and resources. Accountabilities: Work with RVP to create call lists and prospecting initiatives. Assist producers with illustrations, NIGO paperwork, process questions, etc. Build a call schedule of minimum 2-4 week out. Conduct lead generation and referral calls. Conduct thank you, pending business, illustration and...

Job Description:   Accountant (With Mining Industry Experience) Location:  Rourkela Experience:  6 years Salary Range:  ₹25,000 – ₹30,000 Job Summary : We are looking for a skilled Accountant with expertise in financial management, taxation, and accounting related to the mining industry. The ideal candidate should be proficient in Tally, GST filing, and TDS filing.     CONTACT - BHAVNA SAHU +91 91099 99654 EMAIL -      bhavna@vinayakjob.com

What You Will Bring Bachelors Degree  1+ years of p rior account management experience or sales experience Series 6 or 7 & 63 required (or willing to obtain within 180 days after start date) Preferred Qualifications Knowledge of the investment industry and ability to recognize business opportunities within and outside the industry A self-motivated, positive team player, with outstanding internal and external communication capabilities Understands the unique needs of proprietary sales force, outside broker dealers, and financial advisors. Maintains exceptional interpersonal relations, including thorough verbal and written communication Skills Client Relationship Management:  Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients. Effective Presentations: Knowledge of effective presentation tools and...

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;...

Job Description: Job Title: HR Marketing Specialist - Industrial Products Wholesaler   Job Summary The HR Marketing Specialist will be responsible for developing and executing strategies to position the company as an employer of choice within the industrial sector. This role involves utilizing marketing principles to attract, recruit, and retain top talent for various roles, from sales and logistics to technical support. The specialist will work closely with both the HR and Marketing departments to ensure a consistent and compelling employer brand.     Key Responsibilities   Talent Acquisition & Employer Branding Develop and implement effective recruitment marketing strategies  to attract qualified candidates with industrial or B2B experience. Create and manage the company's employer brand  across various platforms, including the careers page, social media (like LinkedIn, industry forums), and job boards. Produce compelling content...

What You Will Bring •  Series 6 or Series 7 licenses required.   •  Series 63 and Life licenses preferred and/or must be obtained. •  Minimum 2 years experience working with Retirement Plans, preferably 401(k). •  Additional hours may be necessary during periods of heavy volume, or for time sensitive projects. •  Have a working knowledge with the pension provisions of the Internal Revenue Code and ERISA. •  Ability to present the features of the various Equitable pension products. •  Assist external wholesalers daily with prospecting activities •  Educate Financial Advisor on all aspects of product/market environment •  Be aware of the world of investments and of 401(k) competitors’ offerings. •  Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation •  Strong computer skills, including Microsoft Excel and Word. Preferred Qualifications •  Experience in the financial or...

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...

  What You Will Bring   ·         FINRA Series 6 or 7 and Series 63 registrations ·         CA Resident State Life, Health and Variable Annuities Insurance license ·         Thorough knowledge of Variable Annuities and Mutual Funds ·         2+ years direct sales experience   Preferred   ·         Experience selling annuities in Los Angeles, CA market ·         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 successfully across the organization and with external vendors and clients in...

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 motivated and passionate Regional Vice President (External Wholesaler) to join our Life Insurance team (Open to Territory & Location).  This position will be focused on asset location and positioning Life Insurance as the tax- free bucket, 7702.   This position will be focused on the Independent Financial Planner Market.        What You’ll Be Doing The RVP is directly responsible for developing and maintaining consultative relationships with Independent, Bank, POS BGA, and P&C advisors The RVP role is the Key Driver of revenue in their territory, including accountability for achieving and exceeding territory sales targets and territory management (APE) Develop new producers while retaining existing producers to grow market share Educate and train...