70 external wholesaler jobs found

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   boutique   tactical   asset manager   with a differentiated product   that serves   the   independent broker-dealer and RIA   channel   Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.    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 Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within...

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   boutique   tactical   asset manager   with a differentiated product   that serves   the   independent broker-dealer and RIA   channel   Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.    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 Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within...

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   boutique   tactical   asset manager   with a differentiated product   that serves   the   independent broker-dealer and RIA   channel   Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.    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 Mid-Atlantic Region.     What You’ll Do    Represent Potomac and distribute all Potomac products and services within...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers from...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers from...

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 Mid-Atlantic Region.     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 administrative responsibilities according to company...

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 Mid-Atlantic Region.     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 administrative responsibilities according to company...

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an External Wholesaler, Affinity Markets in Canada. This role offers an exciting opportunity to drive business growth by building strong relationships with financial advisors and promoting innovative insurance solutions across Western Canada. Covering British Columbia and Alberta, you will act as a trusted consultant, helping advisors identify opportunities and deliver client-focused strategies that support their success. The position combines business development, relationship management, training, and sales leadership in a dynamic and highly collaborative environment. You will work independently while partnering closely with internal stakeholders to expand market presence and strengthen advisor engagement. Success in this role requires a consultative sales mindset, exceptional communication skills, and a passion for helping advisors grow their businesses. With a flexible...

Are you looking to join a sales team that is recognized for innovation, excellence, and industry-leading service? If so, this may be the opportunity for you!  We are currently seeking an External Wholesaler for our Affinity Markets area. The Manulife Affinity Markets Sales team, in collaboration with financial advisors across the country, offers a suite of creative insurance solutions, including health & dental, travel insurance, as well as simplified issue critical illness, and disability products. *The position is primarily home‑based, with an expectation of spending up to 40% of the time in the field, requiring travel across British Columbia and Alberta How will you create impact? As an External Affinity Wholesaler, you will manage the Western Sales region (British Columbia and Alberta) and will be responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client-centric solutions that increase...

Alternate Locations: Indianapolis, IN (Indiana); Louisville, KY (Kentucky)     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 #:  76135   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 Banks & Edward Jones channels through wholesale and point of sale efforts for the assigned territory in Indiana and Kentucky. 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....

Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. Coverage will be Missouri, Kansas, Iowa, and Nebraska with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA...

Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. Coverage will be Ohio, Kentucky, and Indianapolis with the expectation that the person is based in the region (ideally Columbus). What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker...

Manulife John Hancock Investments, a division of Manulife Financial, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate. Position Responsibilities: Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up Generate new business through targeted prospecting and...

Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. Coverage will be Ohio, Kentucky, and Indianapolis with the expectation that the person is based in the region (ideally Columbus). What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker...

Alternate Locations: Baton Rouge, LA (Louisiana)     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 #:  75714   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 LA, MS, AL, & FL panhandle. 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...

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The RiverSource External wholesaler is a sales professional with strong relationship building skills, product knowledge and sales experience. Perform as part of a team which includes a wholesaling partner, with a...

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Regional Vice President for RiverSource Insurance (External wholesaler) is a sales professional with strong relationship building skills, product knowledge and sales experience. Perform as part of a team which...

Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. The DVP, External Wholesaler will be responsible for selling Corebridge Financial Annuity products...

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: Athene USA, one of the fastest growing providers of fixed annuities, is hiring a Regional Vice President to our team who will focus on maintaining and building Athene’s presence in the Direct/Independent Broker Dealer Channel. The RVP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The RVP must be currently located within the territory Richmond, VA or Washington, DC. Candidates residing in other locations will not be considered. Accountabilities: Work closely with VP/Division Sales Manager to develop an appropriate business plan to maximize sales and meet business growth...