5 jobs found

Description The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.   What you will do: Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings. Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals. Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations. Document relevant client interactions in the client relationship management (CRM) system. Leverage data intelligence to create targeted sales and service campaigns. Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients. Ensure timely completion of tasks for assigned marketing and sales...

The Opportunity Join a high-performing team of Internal Wholesalers dedicated to expanding the reach of MassMutual's industry-leading annuity solutions through third-party distribution partners. We are seeking a motivated Internal Wholesaler to support a designated territory, partnering closely with an External Wholesaler to drive sales growth, deepen advisor engagement, and deliver exceptional service. In this role, you'll cultivate and strengthen relationships across a diverse network of distribution partners, including Banks, Credit Unions, Wirehouses, National and Regional Broker-Dealers, and Independent Broker-Dealers . You will play a critical role in increasing territory production, expanding market penetration, and growing adoption across MassMutual's annuity product portfolio. This is an exciting opportunity for a sales-driven professional who thrives on building relationships, influencing outcomes, and helping financial professionals deliver...

Drive Life Insurance sales and overall growth at John Hancock. While driving sales in a defined territory within the United States by partnering with a John Hancock External Wholesaler that is responsible for sales in the region.   John Hancock is seeking a motivated and enthusiastic candidate for the role of LifeCare Internal Wholesaler.  The role is important to John Hancock’s strategy and will provide a great opportunity for the successful individuals.  As an LifeCare Internal Wholesaler, you will help grow revenue within a defined territory by cultivating relationships with financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. This is a remote, home based opportunity. The position offers a sales based incentive with base salary and opportunities for performance bonuses in the all in target compensation range of $110,000 to $115,000, plus benefits.   Position Responsibilities: Identify, develop and...

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  Northeast Region, which includes MA, CT, RI, ME, NH & VT .     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...

The Opportunity MassMutual Strategic Distributors (MMSD) is looking for a self-starting and partnership-oriented Life Internal Wholesaler to join our Internal Sales Desk.  You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team The Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third-party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents. The Impact In this role, you consult with our clients (broker dealers, captive agents and/or institutions) on pre-and-post-sale technical product support.  You respond to inquiries from our distribution partners and advisors on products, sales designs/concepts, and product positioning.  You communicate confidently with your customer base and drive sales in partnership with your territory’s...