3 external wholesaler jobs found

Position Summary: This position is responsible for the sales of the CNL Securities Corp. distributed investment products through registered representatives and broker/dealers, and to raise capital for various alternative investment offerings. THIS POSITION WILL SUPPORT THE IN, MI, OH, PA, KY, and NY TERRITORY.  OPPORTUNITY REQUIRES RESIDENCE IN CLEVELAND, OH AREA. Job Functions: Develop and execute sales campaigns and marketing plans for CNL Securities Corp. distributed investment products. Create and deliver effective sales presentations to Registered Representatives, advisors, and investors. Implement and drive the achievement of business goals related to the sales function. Generate new client relationships and business opportunities, as well as maintain and enhance relationships with existing client base. Act as a representative for CNL Securities Corp. with existing and potential clients, business contacts, and industry associations Manage assigned...

Department:                Sales Reports To:                 Internal Sales Manager   Position Summary Provide education and support of CNL distributed products to various investment advisors and registered representatives “financial professionals” in a specific territory.  Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).   Essential Job Functions Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory Grow CNL’s market share within the territory through consultation with financial professional on our products Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and...

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. We’re actively seeking a talented Regional VP to join our Independent Financial Professional team in Florida, so candidates must live in the area or be willing to relocate. The RVP-IFP works to grow the territory both vertically and horizontally.  They are tasked with recruiting new relationships to Pacific Life and working with existing relationships to...