3 regional wholesaler jobs found

Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Indiana & Illinois Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within the assigned territory.  Travel within the territory to conduct 1:1 and group face to face meetings and presentations.  Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.  Identify advisor needs through a consultative sales process and provide tailored investment solutions.  Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).  Manage administrative responsibilities according...

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 Hybrid Wholesaler   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.    At   it’s   core, t his role   i s   responsible for   developing new business opportunities and fostering existing relationships through   live   meetings...

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), drives sales growth of Delaware Life annuity products and services and key strategic sales initiatives. The RVP collaborates with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth.  Reporting to the Division Sales Manager, the RVP is responsible for effectively managing a specified territory to deliver profitable product sales, active engagement in the use of...