26 annuities internal wholesaler jobs found

Job Classification: Sales - Sales Prudential Annuities, a division within Prudential’s Global Retirement Income team, which focuses on providing retirement income solutions to clients and supporting Prudential’s retirement strategies business, is seeking an Internal Wholesaler to join their team. What you can expect: Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential solutions to their customers. Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management. Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner. Foster peace of mind and stability by helping...

Job Classification: Sales - Sales Prudential Annuities, a division within Prudential’s Global Retirement Income team, which focuses on providing retirement income solutions to clients and supporting Prudential’s retirement strategies business, is seeking an Internal Wholesaler to join their team. What you can expect: Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential solutions to their customers. Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management. Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner. Foster peace of mind and stability by helping...

Job Classification: Sales - Sales Prudential Annuities, a division within Prudential’s Global Retirement Income team, which focuses on providing retirement income solutions to clients and supporting Prudential’s retirement strategies business, is seeking an Internal Wholesaler to join their team. What you can expect: Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential solutions to their customers. Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management. Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner. Foster peace of mind and stability by helping...

Alternate Locations: Houston, TX (Texas)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75605   The Role at a Glance As an Annuities External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors within the IP and Edward Jones channels through wholesale and point of sale efforts for the assigned territory in the South East TX (Houston market).  What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. Conducts firm/institution meetings and in-person...

Alternate Locations: Radnor, PA (Pennsylvania); Phoenix, AZ (Arizona); Portland, ME (Maine); San Francisco, CA (California)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75555   The Role at a Glance As an Annuities External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group’s products to financial advisors within the RIA channel through wholesale and point of sale efforts for the assigned territory of Pacific Northwest (N. CA, OR, AZ). What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. Collaborates with internal stakeholders to ensure the proper processing of all sold...

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.  That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the Eastern Maryland. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses. With the guidance...

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. W e’re actively   seeking a   talented   Internal Wholesaler - Annuity to join our team in our Newport Beach or Omaha office. As an Internal Wholesaler , you’ll be in a sales support role and play a key part in Pacific Life’s growth and long-term success by helping to drive sales results in partnership with an External...

*At Securian Financial the internal title for this position is Internal Sales Sr Analyst - Annuities. Overview: Securian Financial is currently hiring an Internal Annuity Wholesaler to join our fast-paced sales team focused on our annuity product line. In this role, you will provide critical support to our external sales team and play a key role in driving sales growth through strategic relationship-building and proactive outreach. Responsibilities include but not limited to: Partner with an External Wholesaler to develop and execute a strategic territory sales plan. Proactively identify and pursue sales opportunities through outbound and follow-up calls. Cultivate new annuity sales opportunities and deepen relationships with financial advisors on the focus list. Coordinate and execute marketing initiatives, call campaigns, and other sales activities to support territory growth. Leverage sales and marketing tools to increase annuity market share....

  About the Role   At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.     Equitable is looking for a dynamic Regional Vice President, Annuities (External Wholesaler to join our Individual Retirement team supporting the Independent Planner Channel .   This position will be supporting the Independent Planner Channel within the Chicago, IL market and have up to 95% travel within the territory to support business needs.     What We Are Looking For   ·         Develop and manage consultative relationships with existing Third Party advisors. ·         Assess and identify the needs of advisor clients in order to promote new products. ·         Develop new producers while retaining existing producers to grow market share in excess of 15%. ·         Educate and train advisors on Annuity products. ·         Champion for...

The Opportunity  At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.  We’re a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results.  Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.   Summary As an  Internal Wholesaler,  you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is...

Alternate Job Location : Tennessee : Memphis Alabama : Birmingham    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 central/western Tennessee and northern/central Alabama 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...

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: Vitera is redefining how Americans convert retirement savings into income they can count on for life. Our flagship technology, Lifetime Income Builder, is the first multi-carrier solution that embeds guaranteed income directly into target-date funds—giving participants built-in income, full liquidity, and flexibility as their needs evolve. Vitera is backed by strategic investors including Apollo Global Management and Athene, and works closely with Apollo’s distribution and investment platforms to deliver innovative guaranteed income solutions to the defined contribution market. Over...

Alternate Locations: Radnor, PA (Pennsylvania)     Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office   Relocation assistance:   is not available for this opportunity.   Requisition #:  75264   The Role at a Glance As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility.  What you'll be doing Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives. Capturing and maintaining sales call data in...

Required Qualifications FINRA Series 6/7 and 63 Life, Health and Annuities Insurance License Thorough knowledge of Variable Annuities and Mutual Funds Previous direct financial services sales experience Valid driver’s license and clean driving record are required Preferred Qualifications Bachelor's Degree Preferred CLU, ChFC and/or CFP a big plus Exceptional communication/interpersonal skills, with good computer and organizational skills. Sales experience in Virginia territory Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Influencing\:  Knowledge of effective influencing tactics and...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose In partnership with External Wholesalers and Internal Wholesalers, the Business Development Wholesaler (BDW) is responsible for developing and implementing a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment – effectively covering the opportunity gap within our traditional broker dealer and RIA territories. The BDW is also responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment. Essential Responsibilities Develops, implements, and executes strategic business plans that target a specific set of financial professionals within multiple territories in order to attain sales growth objectives. Cultivates new business relationships and extends low producing relationships within the territory through collaboration with External Wholesalers...

Alternate Locations: Phoenix, AZ (Arizona)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75540   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Arizona, New Mexico, and El Paso. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms...

Job Family Internal Sales About Us     At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.      Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.          Who We Are       We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international...

Alternate Locations: San Francisco, CA (California); Sacramento, CA (California)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75191   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Northern California. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by...

Alternate Locations: Radnor, PA (Pennsylvania)     Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office   Relocation assistance:   is not available for this opportunity.   Requisition #:  75602   The Role at a Glance As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility. What you'll be doing Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives. Capturing and maintaining sales...

  What You Will Bring   ·         FINRA Series 6 or 7 and Series 63 registrations ·         CA Resident State Life, Health and Variable Annuities Insurance license ·         Thorough knowledge of Variable Annuities and Mutual Funds ·         2+ years direct sales experience   Preferred   ·         Experience selling annuities in Los Angeles, CA market ·         Bachelor's degree ·         CLU, ChFC and/or CFP ·         Exceptional communication/interpersonal skills ·         Highly Organized ·         Technically savvy with computer and MS Office products   Skills Influencing:  Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating:  Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in...