7 field wholesaler jobs found

Core Responsibilities: This role requires 50% travel to agency sites to train on life insurance and annuities products and sales strategies. Sales & Production Conduct daily sales activities including calls, case design, and product consultations. Drive accountability and production through field engagement and relationship building. Conduct up to 6 live office visits per month to support field growth. Agent Support & Development Provide high-level support to agents with a focus on teaching rather than doing the work for them. Assist with product selection, illustrations, and sales strategies. Serve as a trusted advisor to the field. Training & Education Conduct weekly live and virtual training for agents. Educate agents on annuity products and how to properly select them. Carrier & Product Relationship Management Maintain relationships with carrier wholesalers to stay current on products and updates. Support agents in...

Core Responsibilities: This role requires 50% travel to agency sites to train on life insurance and annuities products and sales strategies. Sales & Production Conduct daily sales activities including calls, case design, and product consultations. Drive accountability and production through field engagement and relationship building. Conduct up to 6 live office visits per month to support field growth. Agent Support & Development Provide high-level support to agents with a focus on teaching rather than doing the work for them. Assist with product selection, illustrations, and sales strategies. Serve as a trusted advisor to the field. Training & Education Conduct weekly live and virtual training for agents. Educate agents on annuity products and how to properly select them. Carrier & Product Relationship Management Maintain relationships with carrier wholesalers to stay current on products and updates. Support agents in...

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. Coverage will be South Texas with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The...

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. Coverage will be South Texas with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: Texas The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job Functions...

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...