7 external wholesaler jobs found

Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Private Wealth Brookfield is one of the world’s largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.   Brookfield’s private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives. Brookfield Culture Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of...

The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual will be involved in all areas of Life Brokerage sales distribution: illustrations, product knowledge, sales ideas, marketing, underwriting and commissions. Key partners include Guardian Product, Distribution, Financial Professionals, Marketing, and Sales. You are A great teammate who is goal-oriented and focused on success. You have a strong ability to build and maintain relationships with clients and key partners. You will Work collaboratively with External Wholesaler to build and manage relationships within territory. Proactively follow up on annuity illustrations and large cases. Initiate sales calls daily to strengthen relationships and provide marketing and sales support. Provide advanced case design support. Work with External Annuity Wholesalers and 3rd party accounts to identify...

This role offers the opportunity to work directly with financial advisors, develop expertise in asset management, and prepare for potential advancement into external wholesaling or other growth roles within the company. Responsibilities Partner with your designated territory team to develop and execute a business plan that maximizes sales. Build and maintain strong relationships with Financial Advisors, RIAs, and industry partners. Make proactive outbound calls to prospect new advisors and identify sales opportunities. Schedule quality appointments for external wholesalers with producing or high-potential RIAs. Serve as a product expert on Toews’ Model Portfolios, Mutual Funds, and ETFs. Assist financial advisors in analyzing client financial information to recommend appropriate strategies. Consistently execute 100+ outbound touches per day to drive engagement and growth. Be present in the NYC office at least 4 out of 5 days each week to foster collaboration,...

Do you enjoy helping other’s attain their goals, working both independently and as part of an invested, sales and service based team? The major purpose of the Internal Life Insurance Wholesaler position is to provide sales and marketing support to the External Life Wholesalers (Regional Sales Directors) and the career agents and agencies in the region they each support. The incumbent will work with the designated career agents to ensure that their sales process runs smoothly, helping them to grow and develop their practices. By working with both the field force and home office partners, the Internal Life Wholesaler stays connected to our ultimate mission of serving our end customers while being a trusted internal resource. Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian can be the place for you. You are The ideal candidate is an excellent communicator of both mathematical and...

Job Classification: Sales - Sales We are looking for an astute, determined professional like you to fulfill an External Specialist role within our DC Solutions group. You will showcase your success through collaboration, ownership and innovation. Your expertise in emerging trends and practices will evoke stimulating discussions around optimization and change to help keep our competitive edge. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place. Your Impact: Provide a broad range of value-added investment solutions by proactive communications with financial intermediaries Clearly articulate, understand and present the PGIM Investment product line to generate sales and activity. Grow Defined Contribution sales production of assigned financial advisors, branches and firms through proactive calling efforts and use of web meeting tools. Attain and/or exceed sales goals as set forth by...

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit  www.blueowl.com The Role The Relationship Management Associate ( RMA ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will...

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 $2.2 Trillion in assets under management as of December 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven...