49 hybrid wholesaler jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Sales Director role will lead a team of Hybrid Wholesalers with our Fee Based Brokerage Annuity team. The person must be located in either Columbus, OH or Scottsdale, AZ and be able to work a hybrid in-office schedule. Ideally this leader will possess both Advisory and Sales Leadership experience. Some travel will be required. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial...

Symetra has an exciting opportunity to join our Retirement Sales team as a Hybrid Wholesaler , aligned to the Bank/Wire and Independent distribution channels covering Iowa, Nebraska, North Dakota and South Dakota !   About the role The Hybrid Wholesaler reports to the Divisional Vice President and receives their annual Incentive Compensation Plan, which articulates the sales goals for the year. This wholesaler will work closely with the DVP and Sales Support Specialist to align and execute on a targeted territory sales plan. The wholesaler must fully understand Symetra’s retirement products, Marketing, and Resources that assist in territory development, such as sales effectiveness data, marketing tools (digital & printed), and technology and an in-depth knowledge of Symetra’s existing producers within the territory. Proper adoption and execution of the Symetra Sales Process is required to maximize territory sales, including a well-articulated value...

Role Overview The Hybrid Wholesaler will be responsible for developing new business and supporting existing relationships with financial intermediaries. This individual will execute a high-velocity outreach strategy through outbound calls, digital meetings, email campaigns, and coordinated activity with the team. You will play a pivotal role in building regional momentum, driving inflows, and educating the market on company's differentiated ETF lineup. Key Responsibilities: Business Development & Outreach Proactively engage financial advisors through outbound calls, video meetings, email sequences, and social/digital channels. Build and manage a robust regional pipeline of RIAs and intermediary targets. Schedule and lead product-focused meetings, virtual lunch-and-learns, and follow-up consultations. Deliver a consistent cadence of outreach that meets or exceeds activity expectations. Advisor Education & Sales Support Present company's ETF...

Description Job Title: Associate Regional Director (Hybrid Wholesaler)   Reports to: VP, Manager of Internal Sales   Job Description:   Alger seeks a highly motivated and organized individual to serve as an Associate Regional Director (Hybrid Wholesaler). The Associate Regional Director is a key member of the distribution team, responsible for supporting and promoting the firm’s ETF’s, mutual fund and separately managed account offerings to third-party distributors within a defined territory. This includes proactive engagement via phone and in-person meetings to drive sales and deepen client relationships. The ideal candidate will be a dynamic, self-motivated professional with strong interpersonal skills and the ability to identify investment opportunities, articulate investment strategies, and effectively grow sales within the assigned region. In addition to managing their own territory, the Associate Regional Director will provide ongoing support...

What You Will Bring   Required Qualifications Bachelors Degree, or equivalent professional work experience 1+ years of experience within capital markets, financial services, or a related industry with a introductory understanding of investment products, financial markets, and industry practices. FINRA Series 6 and 63 registrations, active upon hire FINRA Series 7 registration active upon hire, or ability to obtain within 180 days of hire Prior account management experience or sales experience   Preferred Qualifications Knowledge of the investment industry, with the ability to identify and capitalize on business opportunities both within and beyond established markets Self-motivated, positive, and collaborative team player with effective communication skills and the ability to build lasting relationships with internal and external partners Understanding of the distinct needs of proprietary sales teams, external...

Job Classification: Sales - Sales What you can expect: Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential solutions to their customers. Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management. Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner. Foster peace of mind and stability by helping individuals find tangible solutions to their real-world financial needs. What you’ll need: 3-5 years of Financial Services sales experience preferred Financial Services experience required Ability to drive results and increase presence and market share Demonstrated...

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: Florida 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...

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 $85 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: (Wholesaler Texas Region) 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....

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: Chicago 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...

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 $75 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: (Wholesaler Texas Region) 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....

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: New York 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. 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 [1] : Introduce current...

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...

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: Great Lakes Region 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...

Description The Field Sales Representative, NFG develops and grows business relationships with agencies, agents, advisors, and partner firms within an assigned territory by serving as a knowledgeable resource on NFG Brokerage products, processes, and sales support. This role supports sales growth across annuity, life insurance, long-term care, and disability insurance solutions through proactive outreach, consultative case support, product education, and close partnership with Regional Sales and Relationship Managers. Candidates must be located in AK, ID, MT, ND, NE, OR, SD, WY, WA states, as this role will cover the Northwest region.  The role combines internal wholesaling, field-facing relationship support, product analysis, case design guidance, and coordination across internal teams in a regulated life and annuity environment. Success is measured by consistent pipeline activity, advisor and agency engagement, product and process education, relationship development, and...

ADP is hiring an Inside Sales - Internal Wholesaler. Sales at ADP. It's what drives our global growth as a world-wide leader of workforce solutions. With us, you can achieve your best within a sales-centric, performance-oriented environment. We give you the tools to succeed, with continuous opportunities to train and advance. And as you develop the relationships that fuel our growth, you can enjoy the rewards and recognition you deserve. Inspiring Innovation is a core value at ADP and in Retirement Services we leverage robust technology and the expertise of our associates to provide world-class retirement services for companies of any size. To succeed, we invest in technologies, processes, programs and our people to continually improve the way we service and help our clients run their businesses. ADP is recognized as an innovation leader, and is on the Forbes list of the top 100 most innovative companies in the world. We have been named the fastest growing 401k provider in...

Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. In partnership with their assigned Regional Vice Presidents, the Internal Wholesaler focuses on...

Alternate Locations: Radnor, PA (Pennsylvania)     Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office   Relocation assistance:   is not available for this opportunity.   Requisition #:  76814   The Role at a Glance As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility. What you'll be doing Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives. Capturing and maintaining sales call data in appropriate...

Overview: Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across a large South territory. In this role, you'll serve as a trusted partner to brokerage general agencies, advisors, and key distribution partners, helping them grow their businesses through Securian's innovative linked benefit solution, SecureCare™. Working closely with a dedicated Internal Wholesaler, you'll own territory strategy, deepen relationships, and deliver impactful sales ideas that help financial professionals better serve their clients. Responsibilities include but not limited to:  Manage the Linked Benefit (SecureCare) sales effort for the south territory (TX, KS, MO, AR, LA, OK, NM, CO, MS) through personal visits to establish, maintain and strengthen relationships with assigned Brokerage General Agencies (BGA’s) as well as their employees and the advisors whom they support. Develop strong...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities, and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...