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33 remote jobs

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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....
U.
May 18, 2025
External Wholesaler
U. Remote (AL, USA)
Job Posting Description Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.   We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channel. This territory offers significant growth potential for the right candidate.   Responsibilities Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market...
MM
May 18, 2025
External Wholesaler, MM Investments
Massachusetts Mutual Life Insurance Co. Remote (Trenton, NJ, USA)
The Opportunity MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a External Wholesaler, MM Investments. MassMutual Investments is a rapidly growing area of the organization.  You’ll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.  The Team MassMutual Investment has developed partnerships with some of the world's largest asset managers, and specialized investment boutiques who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth channel, and we are seeking a highly motivated individual to help drive our dynamic and collaborative effort....
MM
May 18, 2025
External Wholesaler, MM Investments
Massachusetts Mutual Life Insurance Co. Remote (Columbus, OH, USA)
The Opportunity MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a External Wholesaler, MM Investments. MassMutual Investments is a rapidly growing area of the organization.  You’ll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.  The Team MassMutual Investment has developed partnerships with some of the world's largest asset managers, and specialized investment boutiques who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth channel, and we are seeking a highly motivated individual to help drive our dynamic and collaborative effort....
U.
May 18, 2025
External Wholesaler
U. Remote (IN, USA)
Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.   We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channel. This territory offers significant growth potential for the right candidate.   Responsibilities Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market intelligence, practice...
AIMCOR Group
May 16, 2025
External Wholesaler - Southeast Region
AIMCOR Group Remote
This is a remote position. AIMCOR Enterprise Insurance Group “AIMCOR EIG ”, a national insurance distribution organization, has an exciting sales opportunity in the financial services industry as an External Life Wholesaler working with financial professionals to provide their clients with protection and retirement solutions.   AIMCOR EIG is looking for a driven, dynamic individual to join our growing team in the southeastern region as an External Wholesaler. This position is critical in the success of AIMCOR EIG’s financial institution and broker/dealer distribution strategy and is responsible for achieving the region’s annual revenue forecast by providing assisted-sales support across the region.   Key Responsibilities: Supporting assigned national and local accounts through in-person and virtual representative appointments, educational group sessions, conferences, and client point-of-sale...
Al
May 15, 2025
Employer Markets Wholesaler Senior - Northeast | Remote (70065)
Allianz Remote
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. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.   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 Independent ERISA Advisory financial advisors. This will be further...
Al
May 15, 2025
Employer Markets Wholesaler Senior - Southeast | Remote (70068)
Allianz Remote
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. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.   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 Independent ERISA Advisory financial advisors. This will be further...
CMFG Life Insurance Company
May 15, 2025
Internal Wholesaler - Annuities - (Remote in Central/Mountain) - Credit Union Channel
CMFG Life Insurance Company Remote (Phoenix, AZ, USA)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:    This position is responsible to grow the sales of the TruStage manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory.  Work closely with external wholesalers to enhance their efforts of F2F product distribution through registered representatives within the Credit Union channel.  Develop and implement strategic plans for...
Al
May 15, 2025
Employer Markets Wholesaler Senior - Pacific NW | Remote (70082)
Allianz Remote
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. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.   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 Independent ERISA Advisory financial advisors. This will be further...
Afficiency
May 15, 2025
External Wholesaler
Afficiency Remote (New York, NY, USA)
Company Description Afficiency is a rapidly growing Insurtech company whose mission is to provide life insurance to everyone via both our proprietary platform and in collaboration with our carrier and distribution partners. Located in NYC, we design and deliver life insurance products that can be purchased in an entirely digital environment for both the agents and their customers. We are looking for new team members to join us on our journey to shake up the life insurance industry. We need individuals who bring passion, curiosity, and a desire for excellence.  We are seeking a self-starter; a proactive and self-motivated individual who thrives in a dynamic environment and can independently initiate and drive projects to completion. Job Description About the Role As an External Wholesaler at Afficiency, you’ll serve as a strategic connector between our innovative life insurance products and the independent financial professionals who distribute them. Operating...
U.
May 15, 2025
External Wholesaler
U. Remote (IN, USA)
Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.   We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channel. This territory offers significant growth potential for the right candidate.   Responsibilities Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market intelligence, practice...
NY
May 14, 2025
Senior Associate, Life Solutions Consultant - External Wholesaler (91306)
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. LSCs 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 Denver, CO. This position primarily supports the following General Offices (GO's): Colorado Great...
Al
May 14, 2025
ETF Wholesaler Senior - Great Lakes | Remote (71806)
Allianz Remote
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 societal equity.     The ETF Wholesaler Senior is responsible to drive sales and market penetration for the AllianzIM Defined Outcome ETFs within their assigned territory. The successful candidate must have experience with ETFs along with a strong understanding of capital markets and portfolio construction analytics, along with a consultative and client centric business development approach. The individual will work with...
CT
May 14, 2025
Alternative Investment External Wholesaler
Caliber The Wealth Development Company Remote (Scottsdale, AZ, USA)
Caliber is looking for an experienced and driven VP of Capital Markets to join our wholesale team! The ideal candidate will be based in a major metropolitan area within the Central or Eastern U.S. and have prior experience wholesaling alternative investments, particularly within the real estate sector. This position represents Caliber through building relationships with Broker/Dealer and RIA partners and raising capital from those partners for Caliber’s various offerings.  This role will educate our partners on the different offerings available through Caliber and help to achieve the company’s growth towards its $5B target. Success in this role requires learning Caliber’s products, building and nurturing relationships and representing the Caliber brand with integrity. Essential Functions for this Role:   Sell Caliber’s offerings to wealth managers. Raise a capital amount agreed upon annually with the Head of National Accounts...
Resolute Investment Managers
May 11, 2025
Regional VP, Great Lakes Region (External Wholesaler)
Resolute Investment Managers Remote (Cincinnati, OH, USA)
Regional VP, Great Lakes Region (External Wholesaler) Sales Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual investors. We trace our history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services, Inc.), began providing investment management services as an independently operated entity. Since 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative thinking, discipline and prudent investing, which has led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held organization owned by a consortium of...
Alliant Insurance Services
May 11, 2025
Internal Wholesaler - Life
Alliant Insurance Services Remote (Houston, TX, USA)
Alliant Insurance is hiring a Sales Advisor (also known as Case Design Specialist or Insurance Wholesaler) for our EMG office based out of Houston, TX! https://emgbrokerage.com/ POSITION HIGHLIGHTS  Full-time, Benefits eligible Remote if 50 miles outside of Houston, TX  Compensation is a combination of base salary + uncapped incentive    SUMMARY   Responsible for outside sales, meeting individual sales goals and new business targets, and providing comprehensive service and/or solicitation activities on accounts.   ESSENTIAL DUTIES AND RESPONSIBILITIES    Responsible for outside sales, including frequent travel to client sites, conducting sales calls offsite at customer locations   Identifies new leads and gathers the necessary information for submissions   Gathers necessary information, and develops, delivers, and sells new business and renewal proposals   Performs periodic...
MM
May 11, 2025
External Wholesaler, MMSD Annuity Distribution
Massachusetts Mutual Life Insurance Co. Remote (Chicago, IL, USA)
The Opportunity We’re growing and our clients deserve the best. We are building a dynamic team of external wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for a dynamic External Annuity Wholesaler . In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers in IL, IA, KS, and MO.   You will possess an entrepreneurial spirit, while striving for excellence.  You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional annuity penetration rates, and promote diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness in a learning environment while providing education to communities throughout the assigned territory. The Team We have assembled a team of industry leading...
AE
May 11, 2025
External Wholesaler, Upper Midwest
Athene Employee Services Remote (MN, 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 an External Wholesaler to our team who will focus on maintaining and building Athene’s presence in the Direct/Independent Broker Dealer Channel. The External Wholesaler will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The External Wholesaler must be currently located within the territory. 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...
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