45 field wholesaler jobs found

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. We’re actively seeking a talented Regional VP to join our Independent Financial Professional team to cover the territory of Oklahoma, Nebraska, Iowa, Missouri, Kansas, North and South Dakota This role is 100% remote. You’ll stay connected to Pacific Life from your home office. The RVP-IFP works to grow the territory both vertically and horizontally.  They...

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 Florida Gulf Coast. 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...

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. We’re actively seeking a talented Regional VP to join our Independent Financial Professional team in Texas and Louisiana. This role is 100% remote. You’ll stay connected to Pacific Life from your home office. The RVP-IFP works to grow the territory both vertically and horizontally.  They are tasked with recruiting new relationships to Pacific Life and...

Job Description Summary Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience. Job Description Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory.  Leads projects, programs or processes with significant business impact involving cross-functional teams.  Develops tactical plans and completes complex assignments with substantial...

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...

Job Description Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through...

Job Description Chief Financial Officer (CFO) – National Nursery Wholesaler: On-site position, Dayton, OR Acumen Executive Search is delighted to partner with Monrovia Nursery to find their next  Chief Financial Officer (CFO). Monrovia exists to “grow beautifully”. They are dedicated to creating a more beautiful world by selecting and growing plants of superior quality. They know that creating a beautiful garden or landscape is about connecting to the beauty of nature. Monrovia uses their hearts, minds, and hands to nurture plants for all types of landscapes. Their passion for plants, use of natural processes, and years of experience (100 years) result in plants that enable consumers to achieve a landscape of exceptional beauty and share in the joy that comes from creating healthy living spaces.  The Chief Financial Officer (CFO) is the strategic Finance/Accounting business partner to the leadership team and reports directly to the President/CEO. The...

Description Senior Manager – Investment Wholesaler Trainer & Analyst     Location: Dallas, TX Company: Megatel Capital Investment (MCI)     About Us: Megatel Capital Investment (MCI) is the capital markets division of the Megatel Group, a fully integrated residential real estate company headquartered in Dallas, Texas. Since 2006, Megatel has grown into one of the nation’s most successful private developers and homebuilders, specializing in large-scale, amenity-rich lagoon communities. MCI provides the growth capital and financing needed to bring these visionary developments to life.     Role Overview: We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager – Investment Wholesaler Trainer & Analytics. This leadership role blends investment product sales expertise with training, analytics, and operational oversight. You’ll be responsible for elevating the...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you looking for an opportunity to join a Forbes 100 organization that will provide you with the support and resources to take your career to the next level? Nationwide has exciting Regional Internal Wholesaler opportunities on our Annuity Brokerage team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Annuity products to those that need and want them. This position includes a competitive base salary and is eligible for a strong incentive pay package. This...

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. This person will cover the South Central region with an emphasis on Texas and be based out of either Dallas or Houston. What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants....

About Kuvare Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements and are simplified for distributor partners and financial professionals to sell and service. Kuvare family of companies: Retail Annuity and Life Insurance Solutions: - United Life Insurance Company - Guaranty Income Life Insurance Company - Lincoln Benefit Life Institutional Insurance: - Kuvare Life Re Bespoke Insurance Solutions: - Ignite Partners About the role The Internal Wholesaler plays a pivotal role in proactively driving sales activity and partnering with the external sales team to grow sales.  The individual is assigned to one or more regions and is responsible for working alongside the...

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. This role can be Colorado (Denver) or Washington (Seattle) based. Coverage will be 7 states Northwest down to Colorado (not California) What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial...

About the role The Internal Wholesaler plays a pivotal role in proactively driving sales activity and partnering with the external sales team to grow sales.  The individual is assigned to one or more regions and is responsible for working alongside the external sales team to grow sales in those territories.  Specific responsibilities include individual and group (webinar-based) training with key contacts and financial professionals in your region, proactive contacts and other sales and marketing efforts to grow production in the assigned territories.  What you'll do Partner with external sales team to identify and develop relationships with and increase sales from Firms and Accounts in your region in order to achieve premium goals. Establish and cultivate relationships with assigned Firms and Accounts through regular contact to develop and drive sales while enhancing relationships. Make proactive phone calls to learn about the Firms and Account business and...

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.    We’re actively seeking a talented Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE and Newport Beach, CA.   As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by proactively marketing Pacific Life’s life insurance products and concepts to existing and potential financial professionals using consultative sales...

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...

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...

About Specialty Program Group:   Specialty Program Group (SPG) is the wholesale & MGA division of HUB International.  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).   About BUA: Business Underwriters Associates (BUA) is a specialized insurance distribution firm serving financial advisors and branch office staff across Edward Jones locations in the region. Through our strategic affiliation with Concourse Distributors, we provide comprehensive point-of-sale solutions for life insurance, long-term care, and disability income products to Edward Jones professionals. Our focused regional approach enables us to deliver personalized service and deep market expertise, helping advisors meet their clients' insurance and financial protection needs. About the Position: The Internal Wholesaler will drive business development within a multi-carrier...

About Pernod Ricard Pernod Ricard is a worldwide leader in the spirits and champagne industry, blending traditional craftsmanship, state-of-the-art brand development, and global distribution technologies. Our prestigious portfolio of premium to luxury brands includes Absolut vodka, Ricard pastis, Ballantine’s, Chivas Regal, Royal Salute, and The Glenlivet Scotch whiskies, Jameson Irish whiskey, Martell cognac, Havana Club rum, Beefeater gin, Malibu liqueur and Mumm and Perrier-Jouët champagnes. Our mission is to ensure the long-term growth of our brands with full respect for people and the environment, while empowering our employees around the world to be ambassadors of our purposeful, inclusive and responsible culture of authentic conviviality. Pernod Ricard’s consolidated sales amounted to € 10,959 million in fiscal year FY25. Pernod Ricard is listed on Euronext (Ticker: RI; ISIN Code: FR0000120693) and is part of the CAC 40 and Eurostoxx 50 indices. About the role...

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...

Job Description: The Role We have an exciting sales opportunity in San Francisco (or Silicon Valley area) working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with...