14 field wholesaler jobs found

Job Summary The Sr. Internal Wholesaler will be responsible for building relationships with our Bank and Independent Broker-Dealer partners to grow sales in the Financial Institutions channel. This position will partner with an external wholesaler (RVP) to create and execute sales, marketing, and distribution strategies to drive sales of F&G’s annuity products in your assigned territory. Looking for passionate and process-driven people to join our team as we expand our distribution in the registered representative space. The Sr. Internal Wholesaler reports directly to the Director, Internal Sales. Duties and Responsibilities Assist in growing Fixed, Fixed Indexed, & Registered Indexed-Linked Annuity sales with our Bank & Broker-Dealer partners by positioning and differentiating F&G from our core competitors Work closely with assigned RVP partner to develop business & marketing plans to achieve appropriate market share at each Broker-Dealer...

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 and...

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. A Unique Opportunity to Elevate Your Career New York Life Investments is offering a distinctive opportunity for an experienced...

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...

Job Summary The Internal Wholesaler, Annuity Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more. In addition, the Internal Wholesaler, Annuity Distribution will deliver outbound call and email campaigns as needed to promote F&G Annuity products and programs to drive Annuity sales objectives. This position will report to the Manager, Internal Sales and will work in conjunction with other Annuity Distribution Internal Wholesalers as well as partnering to support other members of the Annuity Distribution team. Duties & Responsibilities Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers Initiate proactive sales initiatives in coordination with Annuity Sales objectives Demonstrate thorough, in-depth knowledge of F&G...

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...

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...

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...

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. A Unique Opportunity to Elevate Your Career New York Life Investments is offering a distinctive opportunity for an experienced...