48 wholesaler jobs found

Manulife John Hancock Investments, a division of Manulife Financial, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate. Position Responsibilities: Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up Generate new business through targeted prospecting and...

Where you’ll work: This is a fully remote position in the assigned territory .    How you’ll contribute: As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.   In this role, you’ll get to: Responsible for building new and maintaining existing relationships with financial advisors in Houston, TX to increase revenue from annuity sales.  Ensuring trust from the financial advisor is crucial for the successful execution of the job. Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients. Collaborate with financial advisors to include annuities in financial plan for clients....

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...

Job Description What is the opportunity? Please apply if you reside within driving distance of Vancouver. As an Inside Wholesaler, Individual Insurance, you will be responsible to cultivate and maintain quality relationships with existing RBC Insurance Brokers while developing new relationships in specific territories and increasing sales of RBC Insurance product. You will work closely with Sales Consultants to achieve plans for all lines and develop producer acquisition strategies, provide quotes, solutions, advice to assigned brokers, and develop relationships to optimize business opportunities and referrals. What will you do? Partner with Sales Consultant to establish a strategic business plan for the territory with defined sales targets Proactively contact insurance advisors to gain information and insight into their practices Establish relationships with marketing staff of key...

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. The Sr Internal Wholesaler works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.  Essential Job Duties & Responsibilities: Make proactive sales...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

Internal Wholesaler (Term) -Life Insurance FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, Standard business hours LOCATION:  US Remote COVR FINANCIAL TECHNOLOGIES OVERVIEW: Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021!   Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values:   Client...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the New England Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

Full-time Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications. Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. PURPOSE OF POSITION The Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue...

Job Description: **Candidate Note:  This is a remote position; however, we are specifically seeking candidates located in the Miami or Ft. Lauderdale, Florida area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional...

Job Description Summary Under general direction with a high level of autonomy, extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, 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 Responsibilities • Responsible for building and maintaining relationships with financial advisors to generate assets within a...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Pacific Northwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Southwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Southeast Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

This is a critical, hybrid role combining the functions of a Business Development lead and a Carrier Liaison. The Business Development- IMO/Unified Wholesaler is primarily responsible for driving significant net premium growth in Life & Annuity products by strategically acquiring and developing advisor relationships across the U.S. Key Responsibilities Advisor Acquisition: Drive new business by actively recruiting and onboarding advisors (RIAs, independent agents, financial advisors) and agencies. Premium Growth: Strategically expand the advisor network and drive Life & Annuity (L&A) premium growth through marketing targeted toward HNW advisors. Strategic Support: Serve as the primary intermediary between advisors and carriers, providing expert case strategy support, product alignment, and carrier strategy insight. Practice Development: Help advisors grow their practices by articulating and delivering the firm's unique value...

This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Mid-Atlantic Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...

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...

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 wirehouses, 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 Responsibilities: • Responsible for building and maintaining relationships with financial advisors to generate assets...

What You Will Bring Required Qualifications: Bachelor's degree FINRA Series 6 and 63 registrations active upon hire FINRA Series 7 registration active, or ability to obtain within 120 days of hire Knowledge of Mutual Funds and Investment products - previous direct sales experience. Demonstrated written, verbal, and interpersonal communication skills with the ability to build trusted relationships, deliver effective presentations, and communicate complex investment concepts clearly. Proven organization skills balancing between computer, mobile device and other equipment. Willingness to travel 75%. Must be located within the territory. Preferred Qualifications: Experience in local area market CIMA, CFP, CFA or equivalent designations Skills Client Relationship Management \: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering...