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16 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, USA)
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....
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...
RJ
Mar 08, 2026
External Wholesaler - Raymond James Investment Management / Bilingual, Advanced Spanish
Raymond James Remote (Miami, FL, USA)
Job Description Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through...
MM
Mar 08, 2026
External Wholesaler, Annuities
MassMutual Remote (Nashville, TN, USA)
The Opportunity We’re growing and our clients deserve the best. We are building a dynamic team of external wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for a dynamic External Annuity Wholesaler . In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers in GA, TN, AL, a nd KY.   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 annuity penetration rates, and promote diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness in a learning environment while providing education to communities throughout the assigned territory. The Team We have assembled a team of industry leading...
Prudential Financial
Mar 07, 2026
PGIM Global Wealth - External Wholesaler for RIA (Colorado)
Prudential Financial Remote (Centennial, CO, USA)
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 Colorado (Denver) or Washington (Seattle) based. Coverage will be 7 states Northwest down to Colorado (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, Research Analysts, Financial...
Prudential Financial
Mar 07, 2026
PGIM Global Wealth - External Wholesaler for RIA (Texas)
Prudential Financial Remote (Dallas, TX, USA)
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 person will cover the South Central region with an emphasis on Texas and be based out of either Dallas or Houston. 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....
Prudential Financial
Mar 07, 2026
PGIM Global Wealth - External Wholesaler for RIA (Illinois)
Prudential Financial Remote (Chicago, IL, USA)
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,...
Northern Trust
Mar 01, 2026
Senior Market Leader, External Wholesaler, Seattle
Northern Trust Remote (Seattle, WA, 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. As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives...
EQ
Feb 28, 2026
Regional Vice President- Life (External Wholesaler) (REMOTE+TRAVEL)
EQH Remote (USA)
What You Will Bring 7+ years of Life Insurance industry experience Life and Health insurance licenses FINRA Series 6 & 63 Experience in Direct Sales of Life Insurance products Valid driver’s license and clean driving record are required   Preferred Qualifications FINRA Series 7 highly desired    Exceptional communication/interpersonal skills with good computer and organizational skills Willingness to travel up to 95%     Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Influencing\: Knowledge of effective influencing tactics and strategies; ability to impact decisions...
PG
Feb 23, 2026
PGIM Global Wealth - External Wholesaler for RIA (Texas)
PGIM Remote (Dallas, TX, USA)
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 person will cover the South Central region with an emphasis on Texas and be based out of either Dallas or Houston. 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....
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...
National Life Insurance Company
Mar 08, 2026
External Wholesaler (Life and Annuity Distribution) - Spanish Speaking
National Life Insurance Company Remote (VT, USA)
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing...
National Life Insurance Company
Feb 28, 2026
External Wholesaler (Life and Annuity Distribution)
National Life Insurance Company Remote (VT, USA)
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing...
GL
Feb 27, 2026
Executive Benefits Internal Wholesaler
Guardian Life Insurance Company Remote (USA)
We are seeking a highly motivated and knowledgeable individual for the position of Executive Benefits Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our Executive Benefits platform disability and life insurance products. This position requires a deep understanding of product, strong communication skills, critical thinking, and the ability to build and maintain relationships with financial advisors, brokers, and home office partners along with your external wholesalers. Join our team and contribute to the growth and success of our multi-life business! This is not an administrative assistant role rather this is a sales partner position with the external wholesalers. This role offers a competitive salary, performance-based incentives, comprehensive benefits package, and opportunities for career advancement within our organization. Our team is committed to the Guardian ways of working to inspire wellbeing. You...
JC Trident, Inc.
Feb 04, 2025
Full time
Faith-Based Strategies Sales Consultant
JC Trident, Inc. Remote (Atlanta, GA, USA)
This is a more focused position that is geared towards expanding the company's reach into the faith-based investment community. The hiring firm has strategies within this space that have a track record of over 20-years. This hire will spearhead the push into this space.   You will be proactively reaching out to firms (specifically RIA's) and teams that are really dialed in on faith-based investing including going to conferences. Ultimately, you are the subject matter expert that will support the external wholesalers when this investment strategy comes up with their advisors. This is an incredibly dynamic role in that there is a HUGE opportunity to take on a variety of responsibilities and grow within the organization.   Compensation will include a base salary around $70k with variable comp allowing you to bring your total comp north of $100k. Being successful in this role would allow you to...
CM
Mar 06, 2026
Life & Annuity Wholesaler
Careers Mutual Of Omaha Remote
The Product Line Wholesaler is responsible for driving sales results across our Life and Annuity product lines within the Advisor Network Sales organization. In this role, you’ll partner closely with financial advisors and field leadership to identify opportunities, build momentum, and win business. We’re looking for a highly motivated, sales professional who thrives on competition, knows how to influence and close, and is energized by travel and face‑to‑face advisor engagement. If you’re a proven sales hunter who can turn strategy into results, this role offers the platform to make a significant impact.  WHAT WE CAN OFFER YOU: Base Salary: $60,000 - $90,000, plus commission.  Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.  WHAT YOU'LL DO: Lead and execute sales strategies for the Life and...
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