119 jobs found in united states

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Apr 09, 2025
Full time
External Wholesaler
ExchangeRight Remote (USA)
Job Description: Grow ExchangeRight’s brand and partnership profile by wholesaling non-traded REIT shares and 1031-eligible DST interests to Investment Advisors and Registered Reps in your dedicated region to help them and their clients be secure, free, and generous. Conduct virtual and face to face meetings with financial professionals and their clients to discuss ExchangeRight’s products. Drive sales through the diverse product line offered by ExchangeRight. Service existing financial professionals in your region. Participate in sales training and other team-based activities (conferences, webinars, events) as needed. Via Salesforce CRM, diligently manage your daily activities and documentation of field interactions. Partner with dedicated internal wholesaler on sales ideas, campaigns, schedule, and region rotation mapping. Prepare weekly action plan and review it daily with Internal business partner to determine each day’s action steps for the...
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...
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....
Apr 28, 2025
Wholesaler Partner - Easy Street Offers
EasyStreetOffers Remote (Scottsdale, AZ, USA)
  🚀 Wholesaler Partner – Easy Street Offers (ESO) Location: Nationwide | Remote Contract-Based | Real Estate Tech Platform Are you a driven wholesaler looking to close more deals and get paid faster? Easy Street Offers (ESO) is looking for savvy acquisition specialists and wholesalers who are tired of wasting time with flaky buyers and slow closings. We’re building a real estate platform that removes the noise and connects motivated sellers and serious investors—fast. We’re not looking for someone to send in dead leads—we want closers . People who know how to get a deal under contract and are ready to move it. If you want to plug into a real buyer network, move properties faster, and start getting paid within days—this is your seat at the table. About Easy Street Offers (ESO): ESO is a tech-enabled real estate marketplace operating...
Apr 28, 2025
Internal Wholesaler Trainee (Start dates in Summer 2025)
Jackson National Life Insurance Nashville, TN, USA
If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler within approximately 6-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required. Completes assigned projects in a timely manner. Learns Jackson's systems, sales model, and products. Participates in trainings and develops knowledge of...
Apr 28, 2025
Internal Wholesaler
American International Group Los Angeles, CA, USA
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:      • We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners      • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders      • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future      • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work This is an excellent position for someone looking for a career in financial sales and...
Apr 28, 2025
Internal Wholesaler
American General Life Insurance Company Houston, TX, USA
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:      • We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners      • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders      • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future      • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Internal Wholesaler Houston, TX   The internal wholesaler will be...
Apr 28, 2025
US Life Insurance - Internal Wholesaler
U. Remote (Boston, MA, USA)
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. Position Responsibilities: Identify, develop and maintain relationships with firms and producers that sell John Hancock life insurance products Share John Hancock story and value proposition with distributors to drive new business sales Proactively market John Hancock Life Insurance...
Apr 28, 2025
Hybrid Product Wholesaler - Central Region
Jackson National Life Insurance Nashville, TN, USA
If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose In partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment – effectively covering the opportunity gap within the EW territories. The HPW role is also responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment Essential Responsibilities Develops, implements, and executes strategic business plans that target a specific set of financial professionals within multiple territories in order to attain sales growth objectives. Cultivates new business relationships and extends low producing relationships within the territory through collaboration with External Wholesalers and consistent review of the...
Apr 28, 2025
Relationship Management (Internal Wholesaler), Private Wealth, Associate
Blue Owl Capital Holdings New York, NY, USA
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives ® .    With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies ​differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com . The Role The Relationship Management Associate ( RMA ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The...
Apr 28, 2025
Internal Wholesaler (Sales Consultant)
AssetMark Financial Holdings Chicago, IL, USA
Job Description: The Job/What You'll Do:   As a Sales Consultant at AssetMark you will partner with a senior sales team member to drive product sales and strategic initiatives. Your primary focus will be on building and nurturing strong relationships with Investment Advisors to support their success and growth.   In this role, you will apply sales training to enhance the advisor's experience in your territory, uncover new opportunities, identify advisor needs, and increase production. Additionally, you will provide point-of-sale consultation on product details, performance, and investment allocation to enable Advisors to have deeper conversations with their clients. You will also serve as a key point of contact to assist advisors with various needs that arise within their business, promote territory initiatives, and support the needs of your Ensemble Team as they arise.   The total compensation for this role includes base plus a competitive sales...
Apr 28, 2025
Internal Wholesaler
American International Group Houston, TX, USA
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:      • We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners      • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders      • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future      • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work This is an excellent position for someone looking for a career in financial sales and...
Apr 28, 2025
Annuities Internal Wholesaler
Prudential Ins Co of America Shelton, CT, USA
Job Classification: Sales - Sales As an Annuities Internal Wholesaler , you will work in the corporate office and be partnered with an External Wholesaler for a specific geographic sales territory covering independent broker dealer channel. Together, you will be responsible for increasing revenue throughout your territory by creating and managing relationships with financial professionals – helping them grow their business while promoting Prudential’s Variable Annuities solutions. The current work expectation for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you can expect: Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential...
Apr 28, 2025
Senior Associate, Life Solutions Consultant - External Wholesaler (90784)
New York Life Insurance San Jose, CA, USA
Location Designation:  Fully Remote    When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.       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 a General Office 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...
Apr 28, 2025
Internal Wholesaler Associate
Jackson National Life Insurance Nashville, TN, USA
If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn about Jackson's products, sales and marketing. This is achieved by successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating analysis spreadsheets. Essential Responsibilities Completes training and develops essential knowledge and proficiency with regards to Jackson products. Learns Jackson’s systems, sales model, and products. Makes proactive outbound sales calls with existing and prospective representatives to strengthen and establish relationships and uncover new business opportunities. Investigates sales opportunities through proactive efforts, territory data analysis and impeccable follow up. Assists advisors with illustrations, accurate...
Apr 28, 2025
Hybrid Product Wholesaler - West Region
Jackson National Life Insurance Nashville, TN, USA
If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose In partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment – effectively covering the opportunity gap within the EW territories. The HPW role is also responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment Essential Responsibilities Develops, implements, and executes strategic business plans that target a specific set of financial professionals within multiple territories in order to attain sales growth objectives. Cultivates new business relationships and extends low producing relationships within the territory through collaboration with External Wholesalers and consistent review of the...
Apr 28, 2025
PGIM Investments - Wire Channel External Wholesaler (North Florida)
PGIM Investments,LLC Jacksonville, FL, USA
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...
Apr 28, 2025
External Insurance Wholesaler - Western Quebec territory
Company 1 Remote (USA)
We are currently looking for a new External Insurance Wholesaler to serve the Western Quebec territory (Greater Montreal Area) with a market focus on National Accounts (bank and non-bank owned insurance specialists of securities firms). Manulife is a leading provider of insurance solutions that helps people make decisions easier and lives better.  Through a strong, well-diversified distribution platform which includes independent advisors, contracted agents, financial planners, brokers and distribution partners, we deliver:   ·        Market leading individual life insurance ·        Living benefit products, the best on the Market ·        Critical illness and disability insurance solutions.   Reporting to the Head of Distribution, Individual Insurance Sales, Quebec; the External Insurance Wholesaler will be accountable for:   ·        providing case consultation ·        sales ·        product   ·...
Apr 26, 2025
Junior Account Executive (Non-QM Wholesaler)
American Heritage Lending Irvine, CA, USA
    Wholesale Mortgage Junior Relationship Manager American Heritage Lending, LLC Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation. Position Overview:   The Junior Relationship Manager builds and maintains relationships with clients and customers. They work to solve any challenges that the customers face, help them with sales opportunities, and observe the competition to see what strategies they are using. The most important part of being the Junior Relationship Manager is maintaining trusting relationships and making sure everyone is satisfied.   Essential Duties & Responsibilities include: Creates and enforces plans that meet the needs of customers Builds long-term relationships with clients Works...
Apr 25, 2025
Internal Wholesaler l
Raymond James St. Petersburg, FL, USA
Job Description Job Summary: Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / 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. 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,...