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4 jobs found

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North Carolina
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Aspida Financial Services
Jan 16, 2026
Internal Wholesaler
Aspida Financial Services Durham, NC, USA
Full-time Description Company Description: Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida.  For more information, please visit www.aspida.com or follow them on LinkedIn .  Who We Are: Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t...
AC
Jan 12, 2026
Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments Remote (NC, USA)
About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way...
EQ
Jan 05, 2026
Internal Wholesaler- Mutual Funds
EQH Charlotte, NC, USA
Required Qualifications Bachelors Degree  1+ years of p rior account management experience or sales experience Series 6 or 7 & 63 required (or willing to obtain within 180 days after start date) Preferred Qualifications Knowledge of the investment industry and ability to recognize business opportunities within and outside the industry A self-motivated, positive team player, with outstanding internal and external communication capabilities Understands the unique needs of proprietary sales force, outside broker dealers, and financial advisors. Maintains exceptional interpersonal relations, including thorough verbal and written communication Skills Client Relationship Management:  Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients. Effective Presentations: Knowledge of effective...
EQ
Jan 01, 2026
Sr. Internal Wholesaler- Life Insurance
EQH Charlotte, NC, USA
  At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Key Job Responsibilities Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars.  Internal wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team.  Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support. Successful employees are expected to accomplish the following: 20 quality phone conversations daily. (Quality is defined as any conversation advancing...
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