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18 remote jobs

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JC Trident, Inc.
Feb 04, 2025
Full time
Faith-Based Strategies Sales Consultant
JC Trident, Inc. Remote (Atlanta, GA)
This is a more focused position that is geared towards expanding the company's reach into the faith-based investment community. The hiring firm has strategies within this space that have a track record of over 20-years. This hire will spearhead the push into this space.   You will be proactively reaching out to firms (specifically RIA's) and teams that are really dialed in on faith-based investing including going to conferences. Ultimately, you are the subject matter expert that will support the external wholesalers when this investment strategy comes up with their advisors. This is an incredibly dynamic role in that there is a HUGE opportunity to take on a variety of responsibilities and grow within the organization.   Compensation will include a base salary around $70k with variable comp allowing you to bring your total comp north of $100k. Being successful in this role would allow you to...
JC Trident, Inc.
Feb 04, 2025
Full time
Central External Wholesaler
JC Trident, Inc. Remote (Kansas City, MO)
This position is your typical external wholesaler role that will be focusing on the central region of the country. The territory will run from Minnesota down to Texas, including Missouri. For this role, we are looking for candidates based in Dallas but are open to candidates that are also located in Kansas City or Minneapolis.   We are looking for candidates that already bring at least five years of experience as an external wholesaler having sold a similar product set. This position will be geared towards calling on the independent broker dealer channel, RIA's, and Envestnet. The territory already has some existing producers, but we want someone that has a history of being able to build upon what is already in place. You will be expected to travel 50-75%.   Compensation will include a base salary (based upon experience) plus a variable compensation plan, expenses, and benefits....
Prudential Financial
Aug 10, 2026
PGIM Global Wealth - External Wholesaler for RIA (Northwest)
Prudential Financial Remote (Centennial, CO)
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. This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California) What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research,...
RJ
Aug 10, 2026
External Wholesaler - Raymond James Investment Management - Remote /Louisiana
Raymond James Remote (LA)
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...
Manulife
Aug 10, 2026
Internal Wholesaler, GWS
Manulife Remote (Alberta)
As the Internal Wholesaler supporting our Mass Market, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas.  With a solid understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions. Working with an External Wholesaler and Territory Coordinator, you will be accountable for sales growth and relationship management within a defined region.   Your exceptional knowledge of Segregated Funds & Annuities will be beneficial as you grow your career at Manulife.  Sales opportunities at Manulife cover a wide range of geographies, demographics and products.  This opportunity offers a long term professional career path with a focus on business development within an established and defined training program into becoming an External...
Northern Trust
Aug 09, 2026
Senior Market Leader, External Wholesaler, Northern CA
Northern Trust Remote (San Francisco, CA)
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: In this Senior Market Leader role, responsibilities include: 1. Sells ETF, Mutual Fund and Multi Asset Class 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...
PG
Aug 08, 2026
PGIM Global Wealth - External Wholesaler for RIA (Northwest)
PGIM Remote (Centennial, CO)
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. This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California) What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research,...
RB
Aug 08, 2026
Inside Wholesaler - Individual Insurance
Royal Bank of Canada Remote (United States)
Job Description What is the opportunity? Please apply if you reside within driving distance of Vancouver. As an Inside Wholesaler, Individual Insurance, you will be responsible to cultivate and maintain quality relationships with existing RBC Insurance Brokers while developing new relationships in specific territories and increasing sales of RBC Insurance product. You will work closely with Sales Consultants to achieve plans for all lines and develop producer acquisition strategies, provide quotes, solutions, advice to assigned brokers, and develop relationships to optimize business opportunities and referrals. What will you do? Partner with Sales Consultant to establish a strategic business plan for the territory with defined sales targets Proactively contact insurance advisors to gain information and insight into their practices Establish relationships with marketing staff of key...
Manulife
Aug 06, 2026
Hybrid LTC Internal Wholesaler
Manulife Remote (MA)
Drive Life Insurance sales and overall growth at John Hancock. While driving sales in a defined territory within the United States by partnering with a John Hancock External Wholesaler that is responsible for sales in the region.   John Hancock is seeking a motivated and enthusiastic candidate for the role of LifeCare Internal Wholesaler.  The role is important to John Hancock’s strategy and will provide a great opportunity for the successful individuals.  As an LifeCare Internal Wholesaler, you will help grow revenue within a defined territory by cultivating relationships with financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. This is a remote, home based opportunity. The position offers a sales based incentive with base salary and opportunities for performance bonuses in the all in target compensation range of $110,000 to $115,000, plus benefits.   Position Responsibilities: Identify, develop and...
MM
Aug 06, 2026
External Wholesaler, Annuity Distribution
MassMutual Remote (San Jose, CA)
The Opportunity   We’re growing and our clients deserve the best. We are building a dynamic team of external wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for a dynamic External Annuity Wholesaler. In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers in Northern CA, Washington, Oregon, Idaho & Montana.  You will possess an entrepreneurial spirit, while striving for excellence.  You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional annuity penetration rates, and promote diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness in a learning environment while providing education to communities throughout the assigned territory.  The Team   We have assembled a...
AL
Aug 05, 2026
Internal Wholesaler
AmeriLife Remote (PA)
Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers. At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention. Job Summary Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits...
EQ
Aug 02, 2026
Regional Vice President- Mutual Funds (External Wholesaler) – Southeast Territory: TN, NC, SC, AL, GA, FL (REMOTE WITH TRAVEL)
EQH Remote (United States)
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 Regional Vice President (External Wholesaler) for Equitable Investment Management who will lead business development efforts across the Southeast territory, covering Tennessee, North Carolina, South Carolina, Alabama, Georgia, and Florida. This role is responsible for cultivating and strengthening consultative relationships with existing and prospective advisors affiliated with National, Regional, and Insurance Broker Dealers. Through a disciplined sales approach, strategic territory management, and deep investment expertise, the Regional Vice President will drive asset growth, increase market share, identify new opportunities, and position Equitable Investment Management as a preferred investment partner. What You’ll Be Doing Educate and train advisors on Equitable...
Manulife
Aug 02, 2026
External Wholesaler
Manulife Remote (CO)
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...
NY
Jul 31, 2026
Senior Associate, VUL Product Consultant - External Wholesaler
New York Life Insurance Remote (NY)
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...
Protective
Jul 30, 2026
Sr Internal Wholesaler
Protective Remote (United States)
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...
Al
Jul 29, 2026
ETF Wholesaler Senior - Northern California & Pacific NW | Remote
Allianz Remote (United States)
At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.     The ETF Wholesaler Senior is responsible to drive sales and market penetration for the AllianzIM Defined Outcome ETFs within their assigned territory. The successful candidate must have experience with ETFs along with a strong understanding of capital markets and portfolio construction analytics, along with a consultative and client centric business development approach. The individual will work...
MCB Real Estate
Jul 25, 2026
External Wholesaler – Southern California
MCB Real Estate Remote
MCB Wealthbridge is the DST 1031 Exchange division of MCB Real Estate (“MCB”), a privately held, fully integrated national real estate development and investment company based in Baltimore, MD. As a vertically integrated company with internal development, construction, and commercial property management divisions, MCB is involved in all facets of the real estate investment cycle. MCB manages approximately $4bn of real estate assets on behalf of its primarily institutional investment base. MCB believes in merit-based employment decisions that provide equal access to all employees and applicants, including ensuring that this access prohibits unlawful discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, we are committed to...
RJ
Jul 23, 2026
External Wholesaler - Raymond James Investment Management - Remote / Ohio
Raymond James Remote (OH)
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...
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