10 jobs found

Toews Asset Management is a 30-year-old, boutique asset management firm whose primary goal is to help advisors tackle the most pressing portfolio challenges with innovative risk mitigation strategies in the marketplace. 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....

   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...

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....

Job Description Internal Wholesaler Montreal – Offices located at 1981 McGill College Avenue   Build the future with us Are you driven by sales excellence and client relationships and eager to contribute to the success of a company that helps its clients feel confident and secure about their future? As part of our Internal Wholesaling team, you will report to the Vice-President, National Inside Sales, and work closely with the VP of Sales and Regional Sales Associate to drive proactive sales efforts within a defined territory. This hybrid role is based in Montreal and includes occasional travel to attend events and meet clients. As an Internal Wholesaler, you will help drive sales and strengthen relationships within the brokerage and dealer community. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an...

Description Job Title: Associate Regional Director (Hybrid Wholesaler)   Reports to: VP, Manager of Internal Sales   Job Description:   Alger seeks a highly motivated and organized individual to serve as an Associate Regional Director (Hybrid Wholesaler). The Associate Regional Director is a key member of the distribution team, responsible for supporting and promoting the firm’s ETF’s, mutual fund and separately managed account offerings to third-party distributors within a defined territory. This includes proactive engagement via phone and in-person meetings to drive sales and deepen client relationships. The ideal candidate will be a dynamic, self-motivated professional with strong interpersonal skills and the ability to identify investment opportunities, articulate investment strategies, and effectively grow sales within the assigned region. In addition to managing their own territory, the Associate Regional Director will provide ongoing support...

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...

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...

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary This position is with TruChoice Financial Group, an affiliate of AmeriLife. TruChoice is a growth-focused insurance distribution organization known for its entrepreneurial culture, strong advisor relationships, and commitment to helping independent agents and financial professionals grow their businesses. TruChoice provides consultative sales support, advanced planning expertise, and innovative business-building platforms across life insurance, annuities, and wealth solutions. Our team combines a high-performance mindset with a collaborative culture...

Salary Range: $65,000 USD - $70,000 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria. Job Description: The primary purpose of the Associate Regional Director is to work effectively with our intermediary advisors to acquire, develop and retain assets for Russell Investments. Through many relationships across a broad group of distribution partners, the Associate Regional Director assists financial professionals in the positioning of...

Job Description Vice President of Sales – National Nursery Wholesaler –Dayton, Oregon Acumen Executive Search is delighted to partner with Monrovia Nursery to find their next  Vice President of Sales (VP of Sales). Monrovia exists to “grow beautifully”. They are dedicated to creating a more beautiful world by selecting and growing plants of superior quality. Monrovia uses their hearts, minds, and hands to nurture plants for all types of landscapes. Their passion for plants, use of natural processes, and years of experience (100 years) result in plants that enable consumers to achieve a landscape of exceptional beauty and share in the joy that comes from creating healthy living spaces.  The Vice President of Sales is the strategic Sales Strategist and positioning business partner to the leadership team and reports directly to the President/CEO. The company has three nurseries in the United States with 1,300 FTE employees and approximately an additional 300...