2 executive jobs found

Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our  Southeast Region which includes, NC, SC, GA, TN &AL .     What You’ll Do    Represent Potomac and distribute all Potomac products and services within the assigned territory.  Travel within the territory to conduct 1:1 and group face to face meetings and presentations.  Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.  Identify advisor needs through a consultative sales process and provide tailored investment solutions.  Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).  Manage...

Full-time Description Company Description: Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida.  For more information, please visit www.aspida.com or follow them on LinkedIn .  Who We Are: Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t...