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6 external wholesaler jobs found

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external wholesaler California
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Prudential Financial
Mar 09, 2026
PGIM Global Wealth - External Wholesaler (San Francisco)
Prudential Financial San Francisco, CA, USA
Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment 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 Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.   They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have...
Manulife
Mar 09, 2026
External Wholesaler - Asian Markets
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...
Northern Trust
Mar 09, 2026
Senior Market Leader, External Wholesaler, Northern CA
Northern Trust Remote (San Francisco, CA, USA)
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties: In this Senior Market Leader role, responsibilities include: 1. Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and...
Manulife
Mar 09, 2026
Internal Wholesaler Mass Markets, Affinity Markets
Manulife Ontario, CA, USA
We are looking for an Internal Affinity Wholesaler to join our dynamic team and partner with some of the brightest minds in the industry. The Manulife Affinity Markets Sales team collaborates with financial advisors across the country to offer creative insurance solutions, including health & dental, travel insurance, and simplified issue critical illness and disability products. As an Internal Affinity Wholesaler supporting the Mass Markets Ontario and Western Sales region, you will nurture existing advisor relationships while cultivating new ones, with a focus on promoting client‑centric solutions that drive Affinity Markets growth. You are a proactive, sales‑oriented professional with strong communication skills, a solid work ethic, and a passion for continuous improvement. You are coachable, collaborative, and able to think critically. Position Responsibilities:  Proactively make outbound calls to financial advisors in the mass market territory to develop,...
T. Rowe Price
Mar 08, 2026
Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San Francisco
T. Rowe Price San Francisco, CA, USA
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.   We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s...
Pacific Life
Mar 11, 2026
Internal Wholesaler - Life
Pacific Life Newport Beach, CA, USA
Job Description: Job Description Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  Pacific Life is the #1 Life Insurance Carrier in the country. Come work on the Sales Desk leading the industry! We’re actively seeking a talented Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE and Newport Beach, CA. As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by...
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