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Conshohocken  (1) Scottdale  (1)
TV
Mar 06, 2026
Internal Client Consultant (Internal Wholesaler)
The Vanguard Group Scottdale, PA, USA
Internal Sales Consultant (Internal Wholesaler)  About the role As an Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset. What you’ll do Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory. Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions. Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities....
Athene
Feb 25, 2026
Internal Wholesaler, IBD
Athene Conshohocken, PA, USA
We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: Join Athene as an Internal Wholesaler supporting our IBD channel, where you'll play a key role in driving annuity sales through strategic partnerships, proactive outreach, and expert product consultation. This is a high-impact role for a motivated sales professional looking to grow within a dynamic and collaborative environment. Accountabilities: Initiates outbound sales calls to current and prospective clients to position, promote and sell Athene products and communicate company updates. Prospect in the territory and acquire new producers, as well as conduct lead generation and referral call to develop business. Conduct thank...
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