58 regional wholesaler jobs found

Business Description<\/span><\/b><\/p> NCFAâs US Independent Wealth Advisory business manages the firmâs relationships with US retail investors and financial advisors.  Representing a full suite of strategies â from SDBA, non\-proprietary ETFs and mutual funds to SMAs and sub\-advisory relationships â USIWAâs mandate is to deliver NCFA & Cyborg\-Advisors to advisors, retail, business owners and institutions. <\/span><\/p>  <\/span><\/p> Role Description<\/span><\/b><\/p> NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg\-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg\-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On\-Plan Money...

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 RVP role will work with our Annuity Specialty Markets team covering the territory of South Texas predominately located in and around the Houston metroplex, but also includes Austin, San Antonio, and surrounding cities in South Texas and Southern Louisiana. Living in the Houston area is a plus. 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 well-being of customers? If you can form...

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.  Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more:  www.assurity.com/careers     ESSENTIAL FUNCTIONS 35% Provides internal sales support to assigned region and Regional Vice Presidents, which includes: Provides Assurity product and process training virtually for distribution; Providing product knowledge and sales ideas via phone; Handling and prioritizing incoming calls and emails with efficient and effective time management; Providing...

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...

About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

Who You'll Work With: The Team Overview (Client Group) The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of four main areas: Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. The...

  Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs.  We are especially known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.   Crossmark is indirectly owned by a non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in.  Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture...

What You Will Bring 7+ years of Life Insurance industry experience Life and Health insurance licenses FINRA Series 6 & 63 Experience in Direct Sales of Life Insurance products Valid driver’s license and clean driving record are required   Preferred Qualifications FINRA Series 7 highly desired    Exceptional communication/interpersonal skills with good computer and organizational skills Willingness to travel up to 95%     Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Influencing\: Knowledge of effective influencing tactics and strategies; ability to impact decisions...

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.   We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.    “I can influence my income.”    You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your...

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: 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...

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 Global Atlantic  Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com .    POSITION SUMMARY: Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Los Angeles market.  We are looking for an individual who will be responsible...

Job Description: The Internal Wholesaler (Internal Marketing Representative -"IMR") will be part of our Central Region team. This role 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. This role will partner with the field sales team (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 insurance or annuity...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private investment...

Join a team recognized for innovation, excellence, and industry-leading service. We’re seeking an Internal Insurance Wholesaler - Asian markets to partner with top wholesaling professionals and drive growth in Manulife’s Retail Markets business—a leading provider of insurance and investment solutions for Canadian families.    As an Internal Wholesaler, you’ll collaborate with External Wholesalers to manage a regional sales territory, strengthen advisor relationships, and uncover new opportunities to grow individual life and living benefits insurance sales. The ideal candidate is sales-driven, coachable, collaborative, and thrives in a competitive environment.  Position Responsibilities:  Proactively engage advisors to uncover and support sales opportunities  Manage daily tasks to meet productivity goals and advisor needs  Handle inquiries (case consultations, illustrations, product training)  Use data, analytics, and Salesforce to plan and execute 60-day...

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: The Internal Wholesaler Specialist plays a critical role in driving annuity sales growth through consultative support, proactive outreach, and deep product and market expertise. This hybrid role combines traditional internal wholesaling responsibilities with solution-based selling, competitive positioning, and strong advisor relationship management. Partnering closely with Regional Vice Presidents (RVPs), Internal Wholesalers (IWs), and sales leadership, this role serves as a trusted resource to financial professionals by uncovering opportunities, delivering actionable sales ideas,...

Benefits: 401(k) 401(k) matching Bonus based on performance Free food & snacks Health insurance Grow With Us! We're the #1 Regional Office for Midland National Life Insurance and we are looking for an awesome person to join our team. Because of their magnetic personality, desire to help others, and organized follow-up, this person will become the "go-to" when our independent Agents & Financial Advisors need help designing a life insurance solution for their clients & prospects.  Our Internal Wholesaler- Sales Support will also be the one to call Agents & Prospects to get them to attend our sales workshops & training events, and the one to help them learn to move their life insurance business from submitted to placed inforce.  Additionally, we all play a role in recruiting new producers to Midland National's Exclusive Direct producer contract and keeping our producers partnering with us for the long term. The right person...

Replies within 24 hours Benefits: Paid time off Job Description: Shipper and Receiver Vape Wholesaler Position Overview: A Shipper and Receiver is responsible for managing the shipment and receipt of vape products, gummies, and other alternative goods, ensuring accuracy in inventory, and maintaining efficient workflow within the facility. This role involves physical labor, attention to detail, and the ability to work with various shipping and inventory management systems. Key Responsibilities: Shipping: Prepare and package outgoing shipments accurately and efficiently. Generate and affix shipping labels, packing lists, and other necessary documentation. Coordinate with carriers to schedule pickups and ensure timely delivery. Inspect outgoing shipments for accuracy and completeness. Receiving: Unload and inspect incoming shipments for accuracy, quality, and damage. Verify quantities and conditions of goods against purchase...

Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment 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 wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.   They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...