29 hybrid product wholesaler jobs found

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 Hybrid Product Wholesaler (HPW) 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 the EW territories. The HPW role 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 and consistent review of the...

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 Hybrid Product Wholesaler (HPW) 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 the EW territories. The HPW role 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 and consistent review of the...

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 Hybrid Product Wholesaler (HPW) 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 the EW territories. The HPW role 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 and consistent review of the...

Job Requisition ID: 90114 Location Designation:  Hybrid - 3 days per week    Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of the team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.     Role Overview: In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships with agents and field managers within their territory. Internal Wholesalers must be adept at identifying and acquiring new business within their territory to meet sales goals for New York Life. These sales goals would involve one of the following: Life Insurance, Investments & Annuities, Long Term Care & Individual...

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 RIA Senior Wholesaler to join our team. This is a 100% remote role, based in either the West or Great Lakes regions.     As  an RIA Senior Wholesaler ,   you’ll play a key role in Pacific Life’s  growth and  long-term success, serving as part of a front-line sales team responsible for driving...

Job Description Location: Montreal ( 1981 MgCill College ) Language : French and English  Working Conditions: Hybrid – Working out of our office located in Montreal.  Other: Occasional travel within Montreal would be required as part of the role. Start : As soon as possible  Are you ready to take your sales career to the next level? Join our close-knit team as an Internal Wholesaler, where you will work to drive sales and build long-lasting relationships within the brokerage and dealer community. This role offers the opportunity to make a direct impact on the success of our business. Reporting to the National Vice President, Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts to both existing clients and new prospects.  This role functions as part of the Wholesaling Team, working closely with the respective VP of Sales and Territory Sales Assistant in a designated territory. As the successful candidate, you will have the opportunity...

Job Classification: Sales - Sales As an Internal Wholesaler in Individual Life Insurance, you will provide pre-sale and marketing support for life insurance products.  You will actively partner with External Wholesalers and Financial Advisors. With a focus on successfully driving customer engagement and execution, you will have opportunities to practice sales philosophies as well as develop and manage activities. Distribution & Sales delivers life insurance solutions by leveraging our superior talent and capabilities, comprehensive footprint, and unmatched brand to the partners and markets we serve. What Will my Role at Prudential Look Like? Prudential is a company of smart, ambitious professionals working together to create a better future for our customers and our communities around the globe.  As one of the most recognizable financial services companies in the world, our employees are building on our 140-year history of financial strength with a focus on...

Job Description Location: Toronto ( 26 Wellington Street East ) Working Conditions: Hybrid – Working out of our office located in Toronto.  Other: Occasional travel within Toronto would be required as part of the role. Start : As soon as possible Are you ready to take your sales career to the next level? Join our close-knit team as an Internal Wholesaler, where you will work to drive sales and build long-lasting relationships within the brokerage and dealer community. This role offers the opportunity to make a direct impact on the success of our business. Reporting to the National Vice President, Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts to both existing clients and new prospects.  This role functions as part of the Wholesaling Team, working closely with the respective VP of Sales and Territory Sales Assistant in a designated territory. As the successful candidate, you will have the opportunity to: Partner with a...

Express Appliances LLC is a fast-growing national appliance wholesaler providing products to the new construction and multi-family renovation markets. We are seeking a highly motivated and dynamic salesperson to join our team as the first sales hire. This is a key position that will help drive growth and expansion, focusing on both servicing existing accounts and pursuing new business opportunities. The role offers substantial earning potential, a flexible work environment with hybrid options, and opportunities to contribute to a rapidly growing business. Our office is located in Lakewood, New Jersey. Key Responsibilities: Sales and Account Management: Maintain and strengthen relationships with existing clients, primarily third-party management companies in the multi-family and new construction sectors. Proactively seek new business opportunities by identifying and engaging potential clients across the country. Lead Generation and Conversion: Manage inbound 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. W e’re actively   seeking a   talented   Internal Wholesaler to join our team in Omaha, NE . This is a hybrid role, with flexibility to work in office in Omaha and from home a portion of each week. 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...

Job Description: Position Overview This role will work with Financial Professionals and Field Leaders in our 1847Financial system to build awareness and knowledge of our core Life Products and Sales Concepts to drive sales growth. The successful candidate will possess deep knowledge and expertise across the range of Penn Mutual products and concepts. This person will provide Financial Professionals and Field Leaders with structured, pro-active training and sales support. In addition, the Life Product & Concept Wholesaler will be instrumental in gathering market intelligence relating to competitive products and sales concepts to build strategies for differentiating Penn Mutual. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Responsibilities Work closely with Financial Professionals and Field...

Description SimpleCITI Companies, Hiring for SimpleEQUITIES* We’re looking for a motivated Internal/External Wholesaler to drive sales of our SEC RIA-advised funds in the RIA distribution channel. Backed by a 125-year family office legacy, we offer innovative investment solutions. In this hybrid role, you'll lead product approvals, build strong RIA relationships, and balance in-office work with client-facing travel to expand our reach. Sales & Relationship Management Promote our SEC-RIA advised funds and products to Registered Investment Advisors (RIAs). Build and maintain long-term relationships through remote and in-person interactions. Product Approval & Onboarding Lead product approvals on RIA platforms, handling due diligence and compliance. Create and present materials tailored to platform requirements. Business Development Set up meetings, deliver presentations, and attend industry events to drive growth. Identify prospects,...

Are you looking to join a team that is recognized for innovation, excellence and industry-leading service? We are looking for an Inside Insurance Wholesaler to resource and partner with some of the brightest wholesaling minds. Manulife’s Retail Markets business unit is a leading provider of insurance and investment solutions that meet the diverse financial needs of Canadian families.  The Manulife Insurance Sales team, in collaboration with financial advisors across the country, offers a suite of innovative insurance solutions, including individual life insurance, health & dental, travel insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products. As an Internal Insurance Wholesaler, you will work with peers and External Wholesalers to run a geographical sales region. Together, you are responsible for evolving existing advisor relationships and encouraging new ones,...

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? Equitable is looking for a Regional Vice President (Hybrid Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region.   You will work remotely with up to 40% travel as needed.  Key Job Responsibilities  Develop and manage relationships with existing clients. Penetrate all potential clients within existing clients. Assess clients' needs in order to promote new products. Educate and train clients on Annuity products. Develop new RIA relationships. Responsible for...

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? Equitable is looking for a Regional Vice President (Hybrid Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region.   You will work remotely with up to 40% travel as needed.  Key Job Responsibilities  Develop and manage relationships with existing clients. Penetrate all potential clients within existing clients. Assess clients' needs in order to promote new products. Educate and train clients on Annuity products. Develop new RIA relationships. Responsible for...

The Internal Wholesaler will partner with our Brokerage Sales Consultant to directly impact the sales efforts. The effective candidate will support business and administrative functions for the Sales Consultants; make proactive sales calls, respond to inbound service and sales-related calls, identify sales opportunities, execute marketing activities, provide product information, and maintain system records about interactions and data on current and proposed sales activities. Must have the ability to work in a fast-paced environment and execute tasks in a timely and professional manner. Responsibilities: Become proficient in our product portfolio Assisting the Brokerage Sales Consultant with sales activities and calls Prepare illustrations for client presentations Emphasize the features of products to highlight how they solve customer problems Develop knowledge of insurance carriers and their products Advancement:  The successful Employee will transition to a Brokerage...

Job Summary Fidelity & Guaranty (“F&G”)—a division of Fidelity National Financial, Inc. (“FNF”), a Fortune 500 company—is committed to helping Americans prepare for and live comfortably in their retirement. Through its subsidiaries, F&G is a leading provider of annuity and life insurance products. For nearly 60 years, we have offered annuity and life insurance products to those who are seeking safety, protection and income solutions to meet their needs. At F&G, we believe our culture is what makes our company great. We received a Top Workplace award, which we credit to our employees' shared cultural values: Collaborative, Authentic, Dynamic and Empowered. We believe that by embracing these values, we will continue to build and strengthen the company, while being a great place to work. We recruit talented and committed individuals to join our team, and we provide opportunities for personal and professional growth. The Internal Wholesaler, Annuity...

Job Classification: Sales - Sales As an Internal Wholesaler in Individual Life Insurance, you will provide pre-sale and marketing support for life insurance products.  You will actively partner with External Wholesalers and Financial Advisors. With a focus on successfully driving customer engagement and execution, you will have opportunities to practice sales philosophies as well as develop and manage activities. Distribution & Sales delivers life insurance solutions by leveraging our superior talent and capabilities, comprehensive footprint, and unmatched brand to the partners and markets we serve. The current work expectation for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you can expect: Proactively collaborates with External Wholesalers to uncover, develop, and close...

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe we manage approximately $130 billion in discretionary assets and have oversight of an additional $810 billion in non-discretionary assets as of June 30, 2024. The Opportunity: Hamilton Lane is looking for a driven energetic salesperson to become a member of our highly skilled sales team. As a Regional Sales Consultant (Hybrid Wholesaler) within our Private Wealth...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and...