3 jobs found in dallas

Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: Casual Work Environment Generous Paid Time Off Flexible Work Schedule Great Benefits And More… Come take your career path to the next level! The Life Insurance Wholesaler acts as a liaison between insurance companies and insurance agents. In addition, a wholesaler actively recruits insurance agents, offering comprehensive support with both life insurance products and marketing strategies. Their aim is to empower agents in effectively presenting life insurance solutions to their...

Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment 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 wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.  They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have access to a...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Sells ETF, Mutual Fund and SMA products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace 4. Makes customized sales presentations to large and...