76 jobs found in united states

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, ambitious, driven individual to fill an internal wholesaling role on our US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities include: Assisting external salespeople in developing and executing sales plans to...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. W e’re actively   seeking a   talented   Internal Wholesaler - Annuity to join our team in our Newport Beach or Omaha office. As an Internal Wholesaler , you’ll be in a sales support role and play a key part in Pacific Life’s growth and long-term success by helping to drive sales results in partnership with an External...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you looking for an opportunity to join a Forbes 100 organization that will provide you with the support and resources to take your career to the next level? Nationwide has exciting Regional Internal Wholesaler opportunities on our Annuity Brokerage team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Annuity products to those that need and want them. This position includes a competitive base salary and is eligible for a strong incentive pay package. This...

This role offers the opportunity to work directly with financial advisors, develop expertise in asset management, and prepare for potential advancement into external wholesaling or other growth roles within the company. Responsibilities Partner with your designated territory team to develop and execute a business plan that maximizes sales. Build and maintain strong relationships with Financial Advisors, RIAs, and industry partners. Make proactive outbound calls to prospect new advisors and identify sales opportunities. Schedule quality appointments for external wholesalers with producing or high-potential RIAs. Serve as a product expert on Toews’ Model Portfolios, Mutual Funds, and ETFs. Assist financial advisors in analyzing client financial information to recommend appropriate strategies. Consistently execute 100+ outbound touches per day to drive engagement and growth. Be present in the NYC office at least 4 out of 5 days each week to foster collaboration,...

Vanguard is seeking a motivated and dynamic Internal Wholesaler with: Strong sales aptitude and a natural ability to engage with financial advisors across various channels (phone, web meetings, email). A proactive, growth-oriented mindset—someone eager to learn, take initiative, and contribute to a high-performing team. Genuine curiosity about people, their advisory practices, and how they make decisions. Exceptional communication skills, with the ability to build rapport and convey value clearly and confidently. A team-first attitude, with a proven ability to collaborate effectively with sales teams and leadership to move opportunities forward. Entrepreneurial thinking, with a knack for managing a territory like a business and nurturing top client relationships. Sound judgment and thoughtful decision-making, especially in dynamic or ambiguous situations. Accountability and follow-through, with a track record of delivering results in a fast-paced...

Full-time Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications. Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. PURPOSE OF POSITION The Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue...

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 or RIA Internal Consultant within approximately 5-8 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...

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: We are seeking a dynamic Vice President, External Wholesaler to lead and expand Athene’s presence within the Financial Institution. This individual will be responsible for driving regional sales growth, cultivating advisor relationships, and executing strategic business plans in partnership with the Division Sales VP and Internal Wholesaling team. The ideal candidate is a results-driven sales leader with a deep understanding of fixed annuities and a passion for helping financial institutions succeed. Accountabilities: Strategic Territory Development: Partner with the Division Sales VP to design and execute territory-specific...

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 in the Independent Broker Dealer channel will educate Financial Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building over the phone! Accountabilities: Develop and implement territory business plan with RVP partner to increase overall sales through frequent touch points with assigned Financial...

Benefits: 401(k) 401(k) matching Bonus based on performance Free food & snacks Health insurance Grow With Us! We're the #1 Regional Office for Midland National Life Insurance and we are looking for an awesome person to join our team. Because of their magnetic personality, desire to help others, and organized follow-up, this person will become the "go-to" when our independent Agents & Financial Advisors need help designing a life insurance solution for their clients & prospects.  Our Internal Wholesaler- Sales Support will also be the one to call Agents & Prospects to get them to attend our sales workshops & training events, and the one to help them learn to move their life insurance business from submitted to placed inforce.  Additionally, we all play a role in recruiting new producers to Midland National's Exclusive Direct producer contract and keeping our producers partnering with us for the long term. The right person...

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...

Job Classification: Sales - Sales Prudential Annuities, a division within Prudential’s Global Retirement Income team, which focuses on providing retirement income solutions to clients and supporting Prudential’s retirement strategies business, is seeking an Internal Wholesaler to join their team. 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 solutions to their customers. Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management. Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner. Foster peace of mind and stability by helping...

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 - Los Angeles, CA. 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 objectives....

Job Description The Assistant Vice President, Internal Wholesaler is a key member of the distribution team, responsible for helping drive market share growth by partnering with financial advisors and registered representatives in a dedicated geographic region. This role combines deep product knowledge, consultative sales, and a commitment to exceptional client service. Partner with External Wholesaler to drive market share growth in the retail financial advisors channel. RESPONSIBILITIES Support the external Wealth Distribution team in building and deepening relationships with existing and potential clients by prospecting through direct outreach, meeting coordination and management of investor inquiries. Assist with administrative client management tasks such as scheduling, follow-up material coordination, group meeting planning and client relationship management system maintenance. Act as a point of contact for existing investors and be responsible for leveraging...

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 increases sales through proactive direct contact to agents, marketers and Independent Marketing Organization (IMO) sales staff. Accountabilities: Partners with Relationship Manager in assigned territory to generate and increase sales in assigned territory by prospecting, profiling and relationship building. Responsible for frequent touch points/contacts with assigned IMOs/Principals/Marketers/Agents. Schedules, coordinates and runs conference calls, webinars, Go-To-Meetings and...

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...

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 will educate Financial Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building over the phone! Accountabilities: Develop and implement territory business plan with RVP partner to increase overall sales through frequent touch points with assigned Financial Advisors. Initiates outbound sales calls to current and prospective clients to position, promote and sell Athene products and communicate company updates....

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via phone, email, and in person meetings (leads provided) to sell Nationwide's...