16 external wholesaler jobs found

Manulife John Hancock Investments, a division of Manulife Financial, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate. Position Responsibilities: Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up Generate new business through targeted prospecting and...

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The RiverSource External wholesaler is a sales professional with strong relationship building skills, product knowledge and sales experience. Perform as part of a team which includes a wholesaling partner, with a...

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Regional Vice President for RiverSource Insurance (External wholesaler) is a sales professional with strong relationship building skills, product knowledge and sales experience. Perform as part of a team which...

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,...

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: Athene USA, one of the fastest growing providers of fixed annuities, is hiring a Regional Vice President to our team who will focus on maintaining and building Athene’s presence in the Direct/Independent Broker Dealer Channel. The RVP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The RVP must be currently located within the territory Richmond, VA or Washington, DC. Candidates residing in other locations will not be considered. Accountabilities: Work closely with VP/Division Sales Manager to develop an appropriate business plan to maximize sales and meet business growth...

What You Will Bring Required Qualifications 2+ years of professional work experience in Financial Services Industry and/or sales experience  Familiarity with wealth planning and/or financial planning concepts Life & Health license or ability to obtain within 30 days of hire FINRA Series SIE, Series 6, Series 63 registrations (Active)   Preferred Qualifications Unusually high customer-centric attitude High degree of confidence when engaging with customers Self-starter who can create opportunities for themselves  Enthusiasm – can convey passion over the phone Storyteller Ownership - follow through on commitments Carries a sense of urgency through all interactions both internal and external Open to mentoring and coaching   Skills   Client Relationship Management\: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged,...

As the Internal Wholesaler supporting our Mass Market, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas.  With a solid understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions. Working with an External Wholesaler and Territory Coordinator, you will be accountable for sales growth and relationship management within a defined region.   Your exceptional knowledge of Segregated Funds & Annuities will be beneficial as you grow your career at Manulife.  Sales opportunities at Manulife cover a wide range of geographies, demographics and products.  This opportunity offers a long term professional career path with a focus on business development within an established and defined training program into becoming an External...

External DI Wholesaler, MMFA Full-Time, Remote – West Region The Opportunity As a Disability Income Regional Wholesaler, you will play a critical role in expanding the reach and impact of MassMutual’s Individual Disability Insurance (IDI) solutions within MassMutual Financial Advisors (MMFA). You will operate with a high degree of autonomy in your assigned territory, serving as a subject-matter expert and trusted partner to financial professionals and General Agents. In this role, you will influence advisor behavior, develop sales strategies, and own outcomes tied to territory performance while partnering closely with an internal wholesaler to drive results. The Team You will be part of the MassMutual Financial Advisors (MMFA) Disability Income sales organization, a collaborative, performance-driven group focused on delivering best-in-class income protection solutions. The team is comprised of experienced external and internal wholesalers who share a passion for...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This Consultant position focuses on driving sales growth, building market share, and meeting necessary sales and asset goals within the position’s assigned geographic territory. Through consultative selling strategies, individual performance, and in collaboration with their assigned Regional Sales Representatives and other centers of influence for RPS, this position...

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers. At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention. Job Summary Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits...

Revolution Medicines is a late-stage clinical oncology company developing novel targeted therapies for patients with RAS-addicted cancers. The company’s R&D pipeline comprises RAS(ON) inhibitors designed to suppress diverse oncogenic variants of RAS proteins. The company’s RAS(ON) inhibitors daraxonrasib (RMC-6236), a RAS(ON) multi-selective inhibitor; elironrasib (RMC-6291), a RAS(ON) G12C-selective inhibitor; zoldonrasib (RMC-9805), a RAS(ON) G12D-selective inhibitor; and RMC-5127, a RAS(ON) G12V-selective inhibitor, are currently in clinical development. As a new member of the Revolution Medicines team, you will join other outstanding professionals in a tireless commitment to patients with cancers harboring mutations in the RAS signaling pathway. The Opportunity: The Director, Japan Supply Chain & Wholesaler Relations will play a critical role in building Revolution Medicines’ Japan commercial supply chain infrastructure from the ground up to ensure...

Full-time Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications. Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. PURPOSE OF POSITION The Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue...

Job Description: We are looking for an Internal Wholesaler (Internal Marketing Representative -"IMR" ) to be part of our West Regional team. You will be responsible for contributing to sales through financial professional recruiting, telemarketing, and providing product, illustration, marketing and sales support. The IMR will proactively work to create new as well as manage existing relationships with financial professionals in their region to achieve recruiting and sales goals. You will work in partnership with the field sales team (which includes Regional Directors, Regional Marketing Directors, or Regional Marketing Specialists as assigned). The IMR must develop and maintain a thorough familiarity with all aspects of the assigned regions to include, but not limited to, understanding of the business practices of key producers, overview of Focus Firms, geographic locations of financial professionals, and knowledge of the regional sales style needed to locally market life...

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Regional Vice President (Wholesaler) - TD Asset Management in Canada. This is an exciting opportunity for a driven sales and relationship management professional to play a strategic role within the investment and wealth management industry. In this position, you will manage and grow a high-potential territory while promoting a broad suite of investment solutions to financial advisors and portfolio managers. The role combines business development, client relationship management, market strategy, and team leadership within a highly collaborative and performance-oriented environment. You will work closely with internal partners and advisor networks to strengthen engagement, expand market share, and deliver tailored investment solutions. Ideal candidates are passionate about capital markets, thrive in client-facing environments, and excel at building long-term professional...