65 jobs found in united states

Job Description Summary Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience. Job Description Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks. Job Responsibilities: Manages territory to attain both sales and revenue...

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.   We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s...

      Requisition ID: 241636   Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs       Reporting directly to the Regional Vice President, the Vice-President, Business development will work within the assigned territory to generate sales and develop new business along with servicing and managing existing clients about Dynamic products and services. In addition, the role will provide leadership...

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 position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory. Selling Allianz's Lifetime Income + product will be effected through direct contact (in person, phone and video conferencing) with ERISA Advisory financial advisors. This will be further accomplished by building...

The Role About Lord Abbett:   Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.   From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.   We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.   Now that you know our history, are you ready to...

Business Description NCFAâs US Independent Wealth Advisory business manages the firmâs relationships with US retail investors and financial advisors.  Representing a full suite of strategies â from SDBA, non-proprietary ETFs and mutual funds to SMAs and sub-advisory relationships â USIWAâs mandate is to deliver NCFA & Cyborg-Advisors to advisors, retail, business owners and institutions.   Role Description NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On-Plan Money Management program to RIAs & Independent Planners, (2) Promote Cyborg-Advisors RIAs & Independent Planners (3) Broadly educate advisors...

About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

       We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Job Summary The Investment Consultant’s (Internal Wholesaler) primary responsibility is to drive Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts sales through an increased phone & virtual meeting presence in the assigned regions and to complement the activities of the territory’s Regional Investment Consultant (external wholesaler). The Investment...

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. Coverage will be Missouri, Kansas, Iowa, and Nebraska with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth 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...

Job Description: The Job/What You'll Do: As a Sales Consultant Specialist at AssetMark, you will play a crucial role in supporting our sales team as they build and nurture new client relationships. You will facilitate opportunities to increase productivity by managing essential administrative tasks and effectively utilizing various sales software tools.  The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.   Compensation: The Base Salary range for this position is between $45,000-$65,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.   Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $30,000.  The achievement of the Sales Incentive Plan target will be based on...

NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds. NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. While NexPoint’s focus areas include real estate and alternative credit strategies, its products draw on expertise and capabilities from across the platform, which spans a range of asset classes and investment strategies. For more information visit www.nexpointadvisors.com. NexPoint Securities is hiring an entrepreneurially minded Internal Wholesaler to build new and deepen existing financial advisor relationships across the territories. The candidate would work with financial professionals across...

Annuities Wholesaler - CFP The Quantum Group Scottsdale, Arizona About the Quantum Group The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Job Summary We are looking for an experienced Annuity Wholesaler and CFA/CFP t to forecast revenues and expenditures and advise us on future budgeting. For this role, you should hold a degree in Finance or Accounting (ideally with a CFA certification) followed by relevant work experience. Knowledge of forecasting models and cost accounting processes are key requirements for this position. You will explore investment options and set company-wide financial policies. Ultimately, you will ensure our financial planning is healthy and profitable and aligns...

*At Securian Financial the internal title for this position is Internal Sales Sr Analyst - Annuities. Overview: Securian Financial is currently hiring an Internal Annuity Wholesaler to join our fast-paced sales team focused on our annuity product line. In this role, you will provide critical support to our external sales team and play a key role in driving sales growth through strategic relationship-building and proactive outreach. Responsibilities include but not limited to: Partner with an External Wholesaler to develop and execute a strategic territory sales plan. Proactively identify and pursue sales opportunities through outbound and follow-up calls. Cultivate new annuity sales opportunities and deepen relationships with financial advisors on the focus list. Coordinate and execute marketing initiatives, call campaigns, and other sales activities to support territory growth. Leverage sales and marketing tools to increase annuity market share....

Wholesaler The Quantum Group Scottsdale, Arizona About the Quantum Group The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Job Summary Quantum, an entrepreneurial, fast-paced financial sales and marketing firm in North Scottsdale is looking for an in-office Wholesaler. Salary opportunities commensurate with experience. This internal sales position is responsible for recruiting financial advisors into our organization by following a detailed marketing plan. You will learn our products and then find and qualify advisors who would benefit from our products in their practices. You will maintain a pipeline of leads provided to you Primary Responsibilities: Implement...

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, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private...

Summary As an  Internal Wholesaler,  you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is 100% onsite in Bethesda, MD. What You’ll Do Conduct proactive outreach to advisors, promoting our products and driving sales. Build and deepen relationships with financial advisors. Collaborate with external wholesalers to meet regional goals. Provide solutions that help advisors deliver exceptional results for their clients. Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches. Effectively manage HubSpot...

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...

Regional Advisor Consultant - West Region (Hybrid Wholesaler) 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...