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31 remote jobs

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NC
Dec 04, 2025
Full time
Director, Institutional & Advisor Consultant
$120,000 - $150,000 yearly
NorthCoast Asset Management Remote
Experienced Wholesaler/Director, Institutional & Advisor Consultant – California, USA As a Wholesaler / Vice President of Sales covering the California-western U.S. for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors. Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets. Key Responsibilities: Business Development • Develop and execute a comprehensive sales strategy to drive business growth within your, territory for institutional and advisory clients. • Identify and cultivate relationships with institutional investors, including wire houses, RIAs, family offices, foundations, and consultants. Client Relationship Management • Serve as the primary...
JC Trident, Inc.
Feb 04, 2025
Full time
Faith-Based Strategies Sales Consultant
JC Trident, Inc. Remote (Atlanta, GA, USA)
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, USA)
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....
Athene
Dec 11, 2025
RVP/External Wholesaler- North Carolina
Athene Remote (NC, USA)
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: Athene USA, one of the fastest growing providers of fixed annuities, is hiring a Regional Vice President to our team who will focus on maintaining and building Athene’s presence in the Direct/Independent Broker Dealer Channel. The RVP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The RVP must be currently located within the territory Charlotte, NC. Candidates residing in other locations will not be considered. Accountabilities: Work closely with VP/Division Sales Manager to develop an appropriate business plan to maximize sales and meet business growth...
RJ
Dec 11, 2025
External Wholesaler- Raymond James Investment Management - Remote/ Chicago Metro Area
Raymond James Remote (IL, USA)
Job Description Summary Under general direction with a high level of autonomy, uses 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 Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through...
AC
Dec 10, 2025
Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments Remote (NC, USA)
About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way...
Penn Mutual
Dec 10, 2025
Life Product & Concept Wholesaler
Penn Mutual Remote (USA)
Job Description: We’re seeking a Product & Concept Wholesaler to partner with Financial Professionals and Field Leaders at 1847Financial in driving awareness and understanding of Penn Mutual’s core life insurance products and sales concepts. This role plays a key part in supporting sales growth through proactive, structured training and consultative support. The ideal candidate will bring deep expertise in Penn Mutual’s product suite and sales strategies and will serve as a trusted resource to the field. Additionally, this individual will gather and analyze market intelligence on competitive products and concepts to help shape differentiated positioning and go-to-market strategies. Candidate Note: This is a remote position that requires up to 75% travel. Responsibilities Work closely with Financial Professionals and Field Leaders to devise product / concept training requirements, strategies and curricula Create and deliver in-person training, webinars,...
DBA
Dec 09, 2025
Hybrid Wholesaler - West Region
DBA Remote (San Francisco, CA, USA)
Hybrid Wholesaler - West Region Sales American Beacon Partners , formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners , we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners...
AC
Dec 09, 2025
Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments Remote (TX, USA)
About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way...
DBA
Dec 09, 2025
Hybrid Wholesaler - South Central Region
DBA Remote (Irving, TX, USA)
Hybrid Wholesaler - South Central Region Sales American Beacon Partners , formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners , we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution...
DBA
Dec 09, 2025
Hybrid Wholesaler - North Central Region
DBA Remote (Louisville, KY, USA)
Hybrid Wholesaler - North Central Region Sales American Beacon Partners , formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners , we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution...
AC
Dec 09, 2025
Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments Remote (CO, USA)
About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way...
ZIM
Dec 09, 2025
ETF External Wholesaler
ZIM Remote (Chicago, IL, USA)
Job Details CHICAGO, IL Fully Remote $80000.00 - $100000.00 Base+Commission/year Description About Zacks Investment Management Zacks Investment Management (ZIM) is a leading provider of investment strategies and research-driven portfolio solutions. With decades of experience and a commitment to innovation, we deliver transparent, cost-effective, and data-driven investment solutions to financial advisors, institutions, and individual investors. Position Summary We are seeking an experienced and driven ETF External Wholesaler to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors. Key Responsibilities: Develop and execute a business plan to grow ETF sales in assigned territory Build and maintain relationships with financial advisors, home office personnel, and...
Fi
Dec 09, 2025
Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)
Fidelity Remote (FL, USA)
Job Description: As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share. The Role We have an exciting sales opportunity in Southeast Florida working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging...
AL
Dec 08, 2025
Internal Wholesaler
AmeriLife Remote (PA, USA)
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...
NY
Dec 08, 2025
External Wholesaler, IDI Consultant
New York Life Insurance Remote
  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: The IDI Consultant (IDI) is responsible for achieving and exceeding the assigned territory and individual General Office’s sales objectives. IDI Consultants deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive individual disability insurance sales.    ** The ideal candidate location is the Pacific Northwest. This position primarily supports the following General Offices (GO's):   Washington,...
NY
Dec 08, 2025
External Wholesaler, Life Solutions Consultant
New York Life Insurance Remote
  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:   The Life Solutions Consultant (LSC) is responsible for achieving and exceeding the assigned territory and individual General Office’s life sales objectives. deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales.   ** The ideal candidate location is in the Greater Los Angeles area. This position primarily supports the following General Offices (GO's): Los Angeles Anaheim...
Wawanesa Insurance
Dec 08, 2025
Job Opportunities: Regional Manager, Individual - Life (External Wholesaler)
Wawanesa Insurance Remote (USA)
  Job ID:  9565  Working Business Language : English.   Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan.    The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $85,000 - $100,000 (Base pay range plus variable monthly commissions based on sales.  Approximate total yearly income during the first year is $150-160k) Candidates with...
Virtual Coworker
Dec 07, 2025
Bookkeeper & Back Office Administrator for a Medical Wholesaler Based in Australia (Home Based Full Time)
Virtual Coworker Remote (Auburn, AL, USA)
⢠Process accounts payable and accounts receivable, including entering invoices, purchase orders, and basic journal entries<\/span> <\/span> <\/div> ⢠Prepare and send customer statements, follow up overdue accounts via email and phone, and maintain accurate accounts receivable records<\/span> <\/span> <\/div> ⢠Liaise with suppliers and customers to chase purchase orders, resolve discrepancies, and ensure complete documentation<\/span> <\/span> <\/div> ⢠Support the transition from MYOB Exo to Acumatica, including data clean\-up, basic reporting, and system testing<\/span> <\/span> <\/div> ⢠Provide general back\-office administrative support, including processing sales orders and assisting with quote preparation<\/span> <\/span> <\/div> ⢠Generate and maintain Excel\-based reports to support management with financial...
DBA
Dec 02, 2025
Hybrid Wholesaler - Northeast Region
DBA Remote (Buffalo, NY, USA)
Hybrid Wholesaler - Northeast Region Sales American Beacon Partners , formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners , we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution...
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