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162 jobs found in united states

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MI
May 29, 2026
Full time
Internal Wholesaler
$60,000 - $140,000 yearly
Meeder Investments Hybrid (Columbus, OH)
Position Overview The Internal Consultant must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors.  The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness.  The successful candidate must be a self-starter and team player.    Primary Responsibilities Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals. Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls. Articulate investment solutions and strategies and discuss financial markets (domestic and international). Identify and support sales...
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....
Alliant Insurance Services
Jun 12, 2026
Insurance Wholesaler - Annuities
Alliant Insurance Services Omaha, NE
Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) for the Annuity Department at our Senior Market Sales office in Omaha, NE! POSITION HIGHLIGHTS In office Monday - Friday: 8420 W Dodge Rd, Omaha, NE 68114 Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday Compensation is a combination of base + incentive  SUMMARY  Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES   Agent Support Functions:  Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.   Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with  agencies and agents on all aspects of assigned products;   Recruit, train, service and assist...
Protective
Jun 12, 2026
Senior Internal Wholesaler (Remote)
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 Sr Internal Wholesaler works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.  Essential Job Duties & Responsibilities: Make proactive sales...
Toews Asset Management
Jun 12, 2026
Internal Wholesaler (Inside Sales)
Toews Asset Management New York, NY
Toews is seeking an Internal wholesaler to drive new business, deepen financial advisor, RIA, partner relationships, and keep the territory running in lockstep with an external Regional Vice President and the Toews business and marketing plan. You’ll own high-touch prospecting, deliver compelling product narratives, and step in for external coverage when needed. What you’ll do day-to-day Prospect & qualify : High-volume outbound to Financial Advisors / RIAs; secure meetings for you and your territory RVP. Manage the pipeline : Keep Salesforce pristine; log activities, next steps, and conversion metrics. Present with clarity : Communicate on ETFs, mutual funds, and model portfolios; support webinars, conferences, and marketing campaigns. Support execution : Align goals, share market intel, and execute to hit/exceed targets. Service & follow-up : Coordinate producer support, calendar/tasks, leads follow-up and documentation for smooth ops. Step in as...
Athene
Jun 11, 2026
Internal Wholesaler, IMO Channel
Athene West Des Moines, IA
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: Join Athene as an Internal Wholesaler supporting our IMO channel, where you'll play a key role in driving annuity sales through strategic partnerships, proactive outreach, and expert product consultation. This is a high-impact role for a motivated sales professional looking to grow within a dynamic and collaborative environment. Accountabilities: Partner with Relationship Managers to drive sales growth in assigned territories through prospecting, profiling, and relationship building with a primary focus being on...
Tr
Jun 11, 2026
Internal Wholesaler - Annuities (Denver)
Transamerica Denver, CO
Job Family Internal Sales About Us     At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.      Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.          Who We Are       We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international...
DXC Technology
Jun 11, 2026
Wholesaler Services Representative
DXC Technology Tulsa, OK
Job Description: DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues at DXC.com. At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing, insurance, analytics and engineering, applications, security, cloud, IT outsourcing, and modern workplace. Our DXC Insurance Services help our customers optimize and...
G1
Jun 11, 2026
RVP, External Wholesaler - Indiana
Group 1001 Remote (Indianapolis, IN)
Group 1001   is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters: The Regional Vice President (RVP), drives sales growth of Delaware Life annuity products and services and key strategic sales initiatives. The RVP collaborates with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth.  Reporting to the Division Sales Manager, the RVP is responsible for effectively managing a specified territory to deliver profitable product sales, active engagement in the use of...
Athene
Jun 11, 2026
Sr, Internal Wholesaler IBD
Athene West Des Moines, IA
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 Sr. 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...
Athene
Jun 11, 2026
Internal Wholesaler IMO
Athene West Des Moines, IA
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...
VO
Jun 11, 2026
Labour/Auto Helper For Industrial Products Wholesaler - Raipur , Chhattisgarh
Vinayak Outsourcing Works United States
Job Description: This job involves handling, sorting, and delivering heavy industrial goods. The helper plays a crucial role in loading/unloading shipments, assisting truck drivers, and keeping the warehouse organized. This physically demanding role ensures wholesale operations run smoothly and safely. [ 1 , 2 , 3 , 4 , 5 ] Key Responsibilities Material Handling & Warehouse Support Load & Unload: Safely load and unload industrial products (e.g., machinery, raw materials, wholesale goods) from trucks, tempos, and shipping containers. Sorting & Stacking: Organize and stack inventory neatly on shelves or pallets. Order Preparation: Assist with pulling, packing, and labeling products for daily wholesale orders. [ 1 , 2 , 3 , 4 , 5 ] Auto & Transportation Assistance Ride Along: Accompany the driver in delivery vehicles to assist with local deliveries. Route Help: Guide the driver through...
RB
Jun 11, 2026
Inside Wholesaler, Individual Insurance
Royal Bank of Canada United States
Job Description What is the opportunity? 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 in order to optimize business opportunities and referrals. What will you do? Collaborate with Sales Consultants to establish a strategic business plan for the territory with defined sales targets Recommend RBC Life Insurance and Living Benefits products & solutions to producers (Existing and prospects by doing proactive calling & webinars) Support producers by providing insight and sales ideas related to the insurance industry, product knowledge &...
RB
Jun 11, 2026
Inside Wholesaler, Life Insurance
Royal Bank of Canada United States
Job Description What is the opportunity? As an Inside Wholesaler, Life 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 in order to optimize business opportunities and referrals. What will you do? Collaborate with Sales Consultants to establish a strategic business plan for the territory with defined sales targets Recommend RBC Life Insurance products & solutions to producers (Existing and prospects by doing proactive calling & webinars) Support producers by providing insight and sales ideas related to the insurance industry, product knowledge & system training Assists in...
DMI
Jun 11, 2026
Vice President Life Wholesaler
DMI Remote (Hingham, MA)
   The mission of the Vice President – Life Sales is to recruit and manage A-Level advisors to DMI with the ultimate goal of driving life sales. Essential Roles and Responsibilities: Convert warm advisor leads provided by BDR or Marketing Team   Work an existing book of 150+ current advisors who have been lower producing or become dormant within DMI to sell life insurance  Cross Sell active DMI life agents to sell annuity Work an advisor’s book of clients to uncover life opportunities  Profile an advisor and their book of clients to uncover life opportunities  Position Summary: Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to your sales goals is essential. The job requires a high degree of “selling”, whether of sales ideas or products in the marketplace. The ability to conduct deep discovery of an advisor and their book is essential. The job environment is fast paced and...
National Life Insurance Company
Jun 10, 2026
External Wholesaler, Life and Annuity Distribution - Mandarin Speaking
National Life Insurance Company Remote (VT)
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing...
Natixis Investment Managers
Jun 09, 2026
External Wholesaler (MN Territory)
Natixis Investment Managers
Description Managing Regional Director The Managing Regional Director will position Natixis Investment Managers’ capabilities around investment analysis and portfolio design; customized, indexed-based separate accounts; integrated portfolio implementation; premier institutional asset managers and corporate investment banking solutions in the marketplace. The position requires technical skills surrounding each of these service offerings, with a thoughtful approach to filling and maintaining a pipeline during a typically long sales cycle. While the offering is specific to Natixis with appropriate training provided, industry and sales knowledge play a primary role in the success of the position. This role requires the Managing Regional Director to be based in the territory (Minnesota territory).   What you will do: Identify, develop, and maintain professional sales relationships with financial advisors at Wire Houses and Independent firms....
Northern Trust
Jun 09, 2026
Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC
Northern Trust WA
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. As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives...
T. Rowe Price
Jun 09, 2026
Hybrid Wholesaler – Model Portfolio Distribution
T. Rowe Price Baltimore, MD
Requisition Number: 72626 Position Title: External Description: Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Responsible for the achievement of sales targets for the region....
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