16 internal wholesaler trainee jobs found

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required.Completes assigned projects in a timely manner.Learns Jackson's systems, sales model, and products.Participates in trainings and...

If you are an internal associate, please login to Workday and apply through My Career. Job Purpose The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required. Completes assigned projects in a timely manner. Learns Jackson's systems, sales model, and products. Participates in...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required. Completes assigned projects in a timely manner. Learns Jackson's systems, sales model, and products. Participates in trainings...

Alternate Locations: Houston, TX (Texas)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  76318   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of southern Texas. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted...

Alternate Locations: Baton Rouge, LA (Louisiana)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  76540   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Louisiana, Mississippi, Alabama, and the Florida Panhandle. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship...

Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  76527   The Role at a Glance As the Fixed Annuities Associate Wholesaler, you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial professionals in Independent and Wires channels through wholesale and point of sale efforts in a territory that will be defined at time of hire. What you'll be doing Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of responsibility Collaborates with internal stakeholders to ensure the proper processing of all sold products from...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Internal Wholesaler in Omaha, Nebraska or Newport Beach, California . This position is responsible for achieving sales goals for the Broad Market Life Insurance products including Term Insurance and Universal Life Insurance within an assigned region of the United States. The Internal Wholesaler (IWS), Life Insurance will partner...

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...

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...

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...

Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE! POSITION HIGHLIGHTS In office Monday - Friday Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday Compensation is a combination of base + incentive  SUMMARY  Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES   Agent Support Functions:  Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.   Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with  agencies and agents on all aspects of assigned products;   Recruit, train, service and assist agents to enable agents to...

Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE! POSITION HIGHLIGHTS In office Monday - Friday Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday Compensation is a combination of base + incentive  SUMMARY  Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES   Agent Support Functions:  Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.   Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with  agencies and agents on all aspects of assigned products;   Recruit, train, service and assist agents to enable agents to...

Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE! POSITION HIGHLIGHTS In office Monday - Friday Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday Compensation is a combination of base + incentive  SUMMARY  Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES   Agent Support Functions:  Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.   Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with  agencies and agents on all aspects of assigned products;   Recruit, train, service and assist agents to enable agents to...

Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE! POSITION HIGHLIGHTS In office Monday - Friday Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday Compensation is a combination of base + incentive  SUMMARY  Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES   Agent Support Functions:  Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.   Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with  agencies and agents on all aspects of assigned products;   Recruit, train, service and assist agents to enable agents to...

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...