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24 jobs found in Remote

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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....
NY
Sep 04, 2026
External Wholesaler - Retail Sales - Dallas / Fort Worth (TX) Territory
New York Life Insurance Remote (TX)
Location Designation:  Fully Remote    About New York Life Investment Management  With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.   External Wholesaler - Retail Sales – Dallas / Fort Worth (TX) Territory New York Life Investments is seeking a...
Penn Mutual
Sep 04, 2026
External Wholesaler (Tampa / Orlando)
Penn Mutual Remote (United States)
Job Description: **Candidate Note:  This is a remote position; however, we are specifically seeking candidates located in the Tampa or Orlando, Florida area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional...
EQ
Sep 04, 2026
Regional Vice President - Mutual Funds (External Wholesaler) – Southeast Territory: TN, NC, SC, AL, GA, FL (REMOTE WITH TRAVEL)
EQH Remote (United States)
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Regional Vice President (External Wholesaler) for Equitable Investment Management who will lead business development efforts across the Southeast territory, covering Tennessee, North Carolina, South Carolina, Alabama, Georgia, and Florida. This role is responsible for cultivating and strengthening consultative relationships with existing and prospective advisors affiliated with National, Regional, and Insurance Broker Dealers. Through a disciplined sales approach, strategic territory management, and deep investment expertise, the Regional Vice President will drive asset growth, increase market share, identify new opportunities, and position Equitable Investment Management as a preferred investment partner. What You’ll Be Doing Educate and train advisors on Equitable...
Penn Mutual
Sep 04, 2026
External Wholesaler (Miami / Ft. Lauderdale)
Penn Mutual Remote (United States)
Job Description: **Candidate Note:  This is a remote position; however, we are specifically seeking candidates located in the Miami or Ft. Lauderdale, Florida area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional...
Athene
Sep 03, 2026
RVP, External Wholesaler- Southeast Florida
Athene Remote (FL)
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 is seeking a Regional Vice President / External Wholesaler to grow our presence across the Direct/Independent Broker-Dealer channel in the Southeast Florida territory. In this highly visible sales role, you’ll own territory growth by developing advisor relationships, delivering compelling retirement solutions and partnering with internal sales colleagues to turn market opportunities into results. At Athene, you’ll join a fast-growing retirement services organization with the scale and capabilities of our strategic relationship with Apollo. That combination helps us bring innovative solutions to market while maintaining a culture where...
NY
Sep 02, 2026
Sr. Associate, External Wholesaler
New York Life Insurance Remote
Location Designation:  Fully Remote    About New York Life Investment Management  With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. Job Title: RIA External Advisor Consultant   Location Designation: Fully Remote   New York Life Investments is...
FT
Sep 02, 2026
VP Regional Sales (External Wholesaler)
Franklin Templeton Remote (United States)
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department Franklin Templeton is seeking a VP Regional Sales (External Wholesaler) to join the Retail Sales team. This team is at the forefront of connecting advisors and their clients with the full breadth of our global investment capabilities. Spanning traditional asset management, alternatives, and wealth solutions, our platform gives sales...
LF
Sep 01, 2026
Vice President, Sales (Wholesaler)
Lysander Funds Careers Remote (United States)
Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and flexibility. The Vice President, Sales will work closely with investment and mutual fund advisors in Manitoba and Saskatchewan. The Vice President, Sales will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales. This role reports to the Vice President, National Sales. This is a full-time role working remotely from Winnipeg, although in the future Lysander Funds may require the role to work in Lysander’s office if one is established in Manitoba. Responsibilities: Service an...
RJ
Aug 31, 2026
External Wholesaler - Raymond James Investment Management - Remote /Louisiana
Raymond James Remote (LA)
Job Description Summary Under general direction with a high level of autonomy, extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Responsibilities • Responsible for building and maintaining relationships with financial advisors to generate assets within a...
Al
Aug 29, 2026
Employer Markets Wholesaler Senior - Southern US | Remote
Allianz Remote (United States)
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...
TI
Aug 29, 2026
Internal Wholesaler
The Independent Order of Foresters Remote (Bloomington, MN)
Career Opportunity Role Title Internal Wholesaler Purpose of role The Internal Wholesaler's primary function is to drive sales of Foresters Financial life and annuity products across multiple distribution channels via inbound calls. This role is heavily focused on taking inbound calls from agents inquiring about Foresters’ product offerings and overall, the company’s value proposition. The position requires an extremely motivated, ambitious and competitive person who works well in a fast-paced sales environment. Job Description Key Responsibilities Provide sales and marketing support of Foresters Financial products across all business lines to drive sales Educate and sell the benefits of Foresters Financial products and Member Benefits Work with agents to identify client needs and recommend product offerings and marketing strategies Actively participate in ongoing professional development and training Provide high level of sales support in answering customer inquiries...
TM
Aug 29, 2026
IMO Business Development/Unified Wholesaler- Life & Annuities
The Misch Group Remote (Los Angeles, CA)
This is a critical, hybrid role combining the functions of a Business Development lead and a Carrier Liaison. The Business Development- IMO/Unified Wholesaler is primarily responsible for driving significant net premium growth in Life & Annuity products by strategically acquiring and developing advisor relationships across the U.S. Key Responsibilities Advisor Acquisition: Drive new business by actively recruiting and onboarding advisors (RIAs, independent agents, financial advisors) and agencies. Premium Growth: Strategically expand the advisor network and drive Life & Annuity (L&A) premium growth through marketing targeted toward HNW advisors. Strategic Support: Serve as the primary intermediary between advisors and carriers, providing expert case strategy support, product alignment, and carrier strategy insight. Practice Development: Help advisors grow their practices by articulating and delivering the firm's unique value...
National Life Insurance
Aug 29, 2026
External Wholesaler, Life and Annuity Distribution - Mandarin Speaking
National Life Insurance 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...
Covr Financial Technologies
Aug 29, 2026
Internal Wholesaler (Term)- Life Insurance
Covr Financial Technologies Remote
Internal Wholesaler (Term) -Life Insurance FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, Standard business hours LOCATION:  US Remote COVR FINANCIAL TECHNOLOGIES OVERVIEW: Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021!   Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values:   Client...
Definiti
Aug 28, 2026
Internal Sales Wholesaler
Definiti Remote (Cary, NC)
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...
NY
Aug 27, 2026
Senior Associate, Advisor Consultant (In-Market Internal Wholesaler)
New York Life Insurance Remote
Location Designation:  Fully Remote    About New York Life Investment Management  With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. A Unique Opportunity to Elevate Your Career New York Life Investments is offering a distinctive opportunity for an experienced...
DMI
Aug 26, 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...
AL
Aug 24, 2026
Life Insurance Wholesaler
AmeriLife Remote (CA)
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...
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