2 regional wholesaler jobs found

Job Description Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through...

Job Description Summary Job Description Will support an external wholesaler in defined states and inside a defined region alongside a team of other internal wholesalers. Will use their skills to assist external wholesaler in providing support for life insurance, disability insurance and long term care insurance for advisors in the territory. Will also be responsible for running illustrations, presenting sales ideas, making proactive calls and assisting in growing advisor adoption in the region. Essential Duties and Responsibilities Run life, disability, and LTC illustrations and/or assist with ordering IFLs. Assists in aspects of the sales process, including doing advisor and client meetings. Schedules appointments for External Wholesalers and/or Internal Wholesalers. Supports External Wholesaler with organization of marketing campaigns. Acts as point of contact for assigned region by providing phone coverage and email support. Will partake in...