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32 jobs found in Remote, remote

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Full time  (2)
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....
National Life Insurance Company
Jan 16, 2026
External Wholesaler (Life and Annuity Distribution) - Spanish Speaking
National Life Insurance Company Remote (VT, USA)
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...
RJ
Jan 16, 2026
External Wholesaler - Producer's Choice Network
Raymond James Remote (MI, USA)
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 Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with 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...
Brighthouse Financial
Jan 16, 2026
External Wholesaler, Annuity (TN and AL Planners - Remote in Territory)
Brighthouse Financial Remote (Nashville, TN, USA)
Alternate Job Location : Tennessee : Memphis Alabama : Birmingham    Where you’ll work: This is a fully remote position in the assigned territory .    How you’ll contribute: As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.   In this role, you’ll get to: Responsible for building new and maintaining existing relationships with financial advisors in central/western Tennessee and northern/central Alabama to increase revenue from annuity sales.  Ensuring trust from the financial advisor is crucial for the successful execution of the job. Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the...
Manulife
Jan 16, 2026
External Wholesaler
Manulife Remote (CA, 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 channels. This territory offers significant growth potential for the right candidate. Position 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,...
RJ
Jan 16, 2026
External Wholesaler - Raymond James Investment Management / Bilingual, Advanced Spanish
Raymond James Remote (Miami, FL, USA)
Job Description Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, 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 Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through...
PG
Jan 16, 2026
PGIM Global Wealth - External Wholesaler for RIA (Texas)
PGIM Remote (Dallas, TX, USA)
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. This person will cover the South Central region with an emphasis on Texas and be based out of either Dallas or Houston. What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants....
Tr
Jan 15, 2026
Virtual Regional Wholesaler
Transamerica Remote (USA)
Job Family Regional / Field 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...
PG
Jan 15, 2026
PGIM Global Wealth - External Wholesaler for RIA (Colorado)
PGIM Remote (Centennial, CO, USA)
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. This role can be Colorado (Denver) or Washington (Seattle) based. Coverage will be 7 states Northwest down to Colorado (not California) What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial...
AC
Jan 15, 2026
Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments Remote (CO, USA)
About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way...
Manulife
Jan 15, 2026
External Wholesaler
Manulife Remote (Ontario, CA, USA)
This role offers an opportunity to drive meaningful growth in the individual insurance business by partnering closely with advisors to deliver expert case consultation, product guidance, and innovative sales support. By equipping advisors with strong strategies, training, and marketing insights, this position directly supports our mission to help clients make confident financial decisions and protect what matters most. Successful candidates will gain exposure to diverse advisors, complex planning scenarios, and strategic business development, strengthening both their technical expertise and leadership presence in the field. This role also offers the chance to represent Manulife within the broader financial community, building strong professional networks and influencing market success. Position Responsibilities: Accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales...
AC
Jan 15, 2026
Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments Remote (TX, USA)
About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way...
Fi
Jan 15, 2026
Regional Director/ External Wholesaler(San Francisco / Silicon Valley)
Fidelity Remote (CA, USA)
Job Description: The Role We have an exciting sales opportunity in San Francisco (or Silicon Valley area) working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with...
BM
Jan 14, 2026
Vice President, External Wholesaler - Georgia & South Carolina
BNY Mellon Remote (Atlanta, GA, USA)
Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. BNY Investments is a leading investment manager, with $2.1 Trillion in assets under management as of September 30, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven...
American Family Mutual Insurance Company
Jan 13, 2026
External Life Advisor - Life Wholesaler (Primarily Home)
American Family Mutual Insurance Company Remote (WI, USA)
As an External Life Sales Advisor (Life Wholesaler) you will support efforts to help protect our customers with life insurance by assisting with several distribution models. You will work alongside agents (in WI, IL, IN, OH, and GA) on sales calls, consult and share best practices, and participate in group training sessions as well as collaborate with business partners to drive sales. You will report to a Senior Manager, External Distribution - Licensed (Life). In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to this office locations (within approximately 50 miles): Madison, WI 53783. You may occasionally be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events. #LI-Remote Position Compensation Range: $62,000.00 - $103,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location....
AC
Jan 12, 2026
Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments Remote (NC, USA)
About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way...
EQ
Jan 12, 2026
Regional Vice President (External Wholesaler) - Kentucky & West Virginia (REMOTE)
EQH Remote (Lexington, KY, USA)
Required Qualifications FINRA Series 6/7 and 63 Life, Health and Annuities Insurance License Thorough knowledge of Variable Annuities and Mutual Funds Previous direct financial services sales experience Valid driver’s license and clean driving record are required Preferred Qualifications Bachelor's Degree Preferred CLU, ChFC and/or CFP a big plus Exceptional communication/interpersonal skills, with good computer and organizational skills. Sales experience in Virginia territory Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Influencing\:  Knowledge of effective influencing tactics and...
Manulife
Jan 10, 2026
District Vice President (External Wholesaler)
Manulife Remote (Saskatchewan)
Reporting to the VP Regional Sales for Western Canada, the External Wholesaler is accountable for the development and implementation of a strategy that establishes Manulife Investments in our sales channels.  Dealing directly with Financial Advisors, they will be responsible for promoting all products within Investments as well as providing a solution based method to selling.   Success will be measured through the establishment of new sales in Manulife Investment products. Building new relationships as well as solidifying existing ones will also be key.   Position Responsibilities: Achieve daring sales targets and annual production goals. Identify and pursue new relationships within the Financial Advisor network. Provide new insights to advisors to help them develop business. Give advisor and investor seminars. Work with the internal wholesaler and territory coordinator to develop new sales. Develop effective and professional working relationships with other...
Manulife
Jan 10, 2026
External Wholesaler
Manulife Remote (CA, 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 channels. This territory offers significant growth potential for the right candidate. Position 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,...
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