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73 external wholesaler jobs found

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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....
Prudential Financial
May 30, 2026
PGIM Global Wealth - External Wholesaler (OH, KY, and IN)
Prudential Financial Columbus, OH
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. Coverage will be Ohio, Kentucky, and Indianapolis with the expectation that the person is based in the region (ideally Columbus). What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker...
Manulife
May 30, 2026
External Wholesaler
Manulife Remote (WA)
Manulife John Hancock Investments, a division of Manulife Financial, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate. Position Responsibilities: Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up Generate new business through targeted prospecting and...
PG
May 30, 2026
PGIM Global Wealth - External Wholesaler (OH, KY, and IN)
PGIM Columbus, OH
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. Coverage will be Ohio, Kentucky, and Indianapolis with the expectation that the person is based in the region (ideally Columbus). What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker...
Ja
May 21, 2026
External Wholesaler - Retirement Plans
Jobs at Lincoln Financial
Alternate Locations: Baton Rouge, LA (Louisiana)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75714   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of LA, MS, AL, & FL panhandle. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted...
Am
May 21, 2026
Insurance Regional Vice President - External Wholesaler
Ameriprise Remote (Boston, MA)
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The RiverSource External wholesaler is a sales professional with strong relationship building skills, product knowledge and sales experience. Perform as part of a team which includes a wholesaling partner, with a...
Am
May 21, 2026
Insurance Regional Vice President - External Wholesaler
Ameriprise Remote (Charlotte, NC)
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Regional Vice President for RiverSource Insurance (External wholesaler) is a sales professional with strong relationship building skills, product knowledge and sales experience. Perform as part of a team which...
Corebridge Financial
May 18, 2026
Division Vice President, External Wholesaler - North TX, OK
Corebridge Financial Houston, TX
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. The DVP, External Wholesaler will be responsible for selling Corebridge Financial Annuity products...
PG
May 18, 2026
PGIM Global Wealth - External Wholesaler for RIA (Illinois)
PGIM Remote (Chicago, IL)
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 will cover Illinois, Minnesota, and Iowa. 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. Firms will consist of Independent RIA’s, Independent Trust Companies,...
SmartTrust
May 14, 2026
UIT External Wholesaler - based in Ohio/Western PA, covering Ohio, Pennsylvania, Kentucky, and West Virginia
SmartTrust
UIT External Wholesaler - based in Ohio/Western PA, covering Ohio, Pennsylvania, Kentucky, and West Virginia If you are a highly motivated individual looking to join a vibrant, growing company, SmartTrust® may be the right choice for you. Overview SmartTrust® is one of the country's top Unit Investment Trust (UIT) sponsors, committed to delivering high-quality growth and income investments to help meet the growing needs of today's demanding investors and financial advisors. We are headquartered just outside of NYC, in Parsippany, NJ, and deposited our first UIT in 2003. We have had substantial growth for four years (since 2020), and are on track for our best sales year so far. As of December 2025, UIT assets under management were over $2 billion. For more information about SmartTrust®, please visit www.smarttrustuit.com. We are searching for an experienced External Wholesaler based in the Ohio/Western Pennsylvania area to expand our experienced team. The primary...
GWP
May 20, 2026
External Wholesaler - South Florida
GWP FL
  Why work for us?   A career at Janus Henderson is more than a job, it’s about investing in a brighter future together .    Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.   Our Values are key to driving our success, and are at the heart of everything we do:   Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust   If our mission, values, and purpose align with your own, we would love to hear from you!   Your opportunity    Sell company products for larger or more complex accounts through one or more assigned intermediaries.   Be assigned primary or joint account management...
Athene
May 18, 2026
RVP/External Wholesaler- Virginia (Remote)
Athene Remote (VA)
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 a Regional Vice President to our team who will focus on maintaining and building Athene’s presence in the Direct/Independent Broker Dealer Channel. The RVP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The RVP must be currently located within the territory Richmond, VA or Washington, DC. 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...
EQ
May 31, 2026
Senior Life Internal Wholesaler, Asset Location Specialist (HYBRID OR REMOTE)
EQH Remote (United States)
What You Will Bring Required Qualifications 2+ years of professional work experience in Financial Services Industry and/or sales experience  Familiarity with wealth planning and/or financial planning concepts Life & Health license or ability to obtain within 30 days of hire FINRA Series SIE, Series 6, Series 63 registrations (Active)   Preferred Qualifications Unusually high customer-centric attitude High degree of confidence when engaging with customers Self-starter who can create opportunities for themselves  Enthusiasm – can convey passion over the phone Storyteller Ownership - follow through on commitments Carries a sense of urgency through all interactions both internal and external Open to mentoring and coaching   Skills   Client Relationship Management\: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged,...
LA
May 30, 2026
External RIA Wholesaler, Central & Southeast
Lord Abbett Jersey City, NJ
The Role About Lord Abbett:   Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.   From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.   We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.   Now that you know our history, are you ready to...
Manulife
May 29, 2026
Internal Wholesaler, GWS
Manulife Remote (United States)
As the Internal Wholesaler supporting our Mass Market, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas.  With a solid understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions. Working with an External Wholesaler and Territory Coordinator, you will be accountable for sales growth and relationship management within a defined region.   Your exceptional knowledge of Segregated Funds & Annuities will be beneficial as you grow your career at Manulife.  Sales opportunities at Manulife cover a wide range of geographies, demographics and products.  This opportunity offers a long term professional career path with a focus on business development within an established and defined training program into becoming an External...
Th
May 24, 2026
Investment Consultant (Internal Wholesaler)
Thrivent Minneapolis, MN
       We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Job Summary The Investment Consultant’s (Internal Wholesaler) primary responsibility is to drive Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts sales through an increased phone & virtual meeting presence in the assigned regions and to complement the activities of the territory’s Regional Investment Consultant (external wholesaler). The Investment...
SF
May 23, 2026
Internal Annuity Wholesaler
Securian Financial Saint Paul, MN
*At Securian Financial the internal title for this position is Internal Sales Sr Analyst - Annuities. Overview: Securian Financial is currently hiring an Internal Annuity Wholesaler to join our fast-paced sales team focused on our annuity product line. In this role, you will provide critical support to our external sales team and play a key role in driving sales growth through strategic relationship-building and proactive outreach. Responsibilities include but not limited to: Partner with an External Wholesaler to develop and execute a strategic territory sales plan. Proactively identify and pursue sales opportunities through outbound and follow-up calls. Cultivate new annuity sales opportunities and deepen relationships with financial advisors on the focus list. Coordinate and execute marketing initiatives, call campaigns, and other sales activities to support territory growth. Leverage sales and marketing tools to increase annuity market share....
Nationwide Mutual Insurance
May 20, 2026
Internal Wholesaler Retirement Plans
Nationwide Mutual Insurance AZ
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. What you’ll really do day-to-day Prospect & consult: Make proactive daily outreach to Financial Professionals (FAs/advisors, plan sponsors, administrators) to uncover needs, position product solutions, and support practice management. Territory co-ownership: Operate in sync with an External Wholesaler—planning campaigns, following up post-meeting, handling illustrations/proposals, and progressing opportunities through the pipeline. Market intelligence: Stay on top of...
NY
May 20, 2026
Senior Associate, Internal Wholesaler
New York Life Insurance White Plains, NY
Job Requisition ID: 93507 Location Designation:  Hybrid - 3 days per week    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 the 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: In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships with agents and field managers within their territory. Internal Wholesalers must be adept at identifying and acquiring new business within their territory to meet sales goals for New York Life. These sales goals would involve one of the following: Life Insurance, Investments & Annuities, Long Term Care & Individual...
MM
May 18, 2026
External DI Wholesaler
MassMutual Remote (Denver, CO)
External DI Wholesaler, MMFA Full-Time, Remote – West Region The Opportunity As a Disability Income Regional Wholesaler, you will play a critical role in expanding the reach and impact of MassMutual’s Individual Disability Insurance (IDI) solutions within MassMutual Financial Advisors (MMFA). You will operate with a high degree of autonomy in your assigned territory, serving as a subject-matter expert and trusted partner to financial professionals and General Agents. In this role, you will influence advisor behavior, develop sales strategies, and own outcomes tied to territory performance while partnering closely with an internal wholesaler to drive results. The Team You will be part of the MassMutual Financial Advisors (MMFA) Disability Income sales organization, a collaborative, performance-driven group focused on delivering best-in-class income protection solutions. The team is comprised of experienced external and internal wholesalers who share a passion for...
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