44 external wholesaler jobs found

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 can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California) 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,...

We are seeking dynamic and experienced Regional Directors (External Wholesalers) to join our team at John Hancock. The ideal candidates will be located in Minnesota and will play a crucial role in driving our sales strategies and expanding our customer base in the following region: Minnesota, Nebraska, North Dakota and South Dakota . As a Regional Director (External Wholesaler), you will be responsible for working with a robust team across functional competencies to assure we grow market share and achieve regional sales targets. This role requires a strategic thinker with excellent communication skills and a proven track record in sales. The position offers a sales based incentive with base salary and opportunities for performance bonuses. Position Responsibilities: Develop and execute sales strategies to meet or exceed regional sales targets. Identify new business opportunities and expand our customer base. Work with the regional sales team to ensure a positive...

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  Gulf Coast Region which includes, FL & MS .     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 administrative...

Job Description: **Candidate Note:  This is a remote position; however, we are seeking candidates who live or are willing to relocate specifically in the Phoenix, Arizona metro area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our West Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and...

We are currently looking for a new External Insurance Wholesaler to serve Quebec territory Manulife is a leading provider of insurance solutions that helps people make decisions easier and lives better.  Through a strong, well-diversified distribution platform which includes independent advisors, contracted agents, financial planners, brokers and distribution partners, we deliver: ·       Market leading individual life insurance ·       Living benefit products, the best on the Market ·       Critical illness and disability insurance solutions. Position Responsibilities: Proactively handle relationships with key advisors and intermediaries   Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region; Identify opportunities and activities to generate profitable business growth; Develop and execute regular business development plans; Conduct dynamic sales meetings &...

Manulife Financial’s Retail Markets business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent financial advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products. Are you looking to join a team that is recognized for innovation, excellence and industry-leading service? Reporting to the Regional Vice President, Individual Insurance Sales, the wholesaler will be accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales of individual life and living benefits insurance. The incumbent...

Alternate Job Location: Oregon : Portland   Where you’ll work: This is a fully remote position in the assigned territory .    How you’ll contribute: As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.   In this role, you’ll get to: Responsible for building new and maintaining existing relationships with financial advisors in the banks and planner channel in the Pacific Northwest to increase revenue from annuity sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job. Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the New England Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Pacific Northwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness...

Job Description: **Candidate Note:  This is a remote position; however, we are specifically seeking candidates located in the Miami or Ft. Lauderdale, Florida area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Southwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Mid-Atlantic Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Southeast Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

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 can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California) 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,...

Location Designation:  Fully Remote    About New York Life Investment Management  With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. Job Title: RIA External Advisor Consultant   Location Designation: Fully Remote   New York Life Investments is...

Location Designation:  Fully Remote    About New York Life Investment Management  With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.   External Wholesaler - Retail Sales – Dallas / Fort Worth (TX) Territory New York Life Investments is seeking a...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Midwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

Group 1001   is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters:    The Regional Vice President (RVP), is designed to help drive sales growth of Delaware Life annuity products and services; drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth.  The role responsibilities also include effective and efficient management of the territory to deliver profitable product sales.  Actively engage in the use of data...

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with  growth and development opportunities for their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and...