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4 jobs found

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Remote  (2) Newport Beach  (1) San Francisco  (1) San Jose  (1)
Pacific Life
Aug 11, 2026
Sr Wholesaler Concierge Desk Associate
Pacific Life Newport Beach, CA
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 Wholesaler Concierge Desk Associate to join our team in Omaha, NE, specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive sales efficiency.  As...
Northern Trust
Aug 09, 2026
Senior Market Leader, External Wholesaler, Northern CA
Northern Trust Remote (San Francisco, CA)
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties: In this Senior Market Leader role, responsibilities include: 1. Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and...
MM
Aug 06, 2026
External Wholesaler, Annuity Distribution
MassMutual Remote (San Jose, CA)
The Opportunity   We’re growing and our clients deserve the best. We are building a dynamic team of external wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for a dynamic External Annuity Wholesaler. In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers in Northern CA, Washington, Oregon, Idaho & Montana.  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 annuity penetration rates, and promote diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness in a learning environment while providing education to communities throughout the assigned territory.  The Team   We have assembled a...
Nationwide Mutual Insurance
Aug 06, 2026
Regional Wholesaler (RVP) - Retirement Solutions (Corporate/Private Sector)
Nationwide Mutual Insurance CA
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 cover the territory of Northern California to include Fresno and all of Nevada for our Corporate/Private Sector clients. Living within the NorCal territory is strongly preferred. 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 wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about...
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