40 hybrid wholesaler jobs found

Role Overview The Hybrid Wholesaler will be responsible for developing new business and supporting existing relationships with financial intermediaries. This individual will execute a high-velocity outreach strategy through outbound calls, digital meetings, email campaigns, and coordinated activity with the team. You will play a pivotal role in building regional momentum, driving inflows, and educating the market on company's differentiated ETF lineup. Key Responsibilities: Business Development & Outreach Proactively engage financial advisors through outbound calls, video meetings, email sequences, and social/digital channels. Build and manage a robust regional pipeline of RIAs and intermediary targets. Schedule and lead product-focused meetings, virtual lunch-and-learns, and follow-up consultations. Deliver a consistent cadence of outreach that meets or exceeds activity expectations. Advisor Education & Sales Support Present company's ETF...

Description Job Title: Associate Regional Director (Hybrid Wholesaler)   Reports to: VP, Manager of Internal Sales   Job Description:   Alger seeks a highly motivated and organized individual to serve as an Associate Regional Director (Hybrid Wholesaler). The Associate Regional Director is a key member of the distribution team, responsible for supporting and promoting the firm’s ETF’s, mutual fund and separately managed account offerings to third-party distributors within a defined territory. This includes proactive engagement via phone and in-person meetings to drive sales and deepen client relationships. The ideal candidate will be a dynamic, self-motivated professional with strong interpersonal skills and the ability to identify investment opportunities, articulate investment strategies, and effectively grow sales within the assigned region. In addition to managing their own territory, the Associate Regional Director will provide ongoing support...

Job Classification: Sales - Sales 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 individuals find tangible solutions to their real-world financial needs. What you’ll need: 3-5 years of Financial Services sales experience preferred Financial Services experience required Ability to drive results and increase presence and market share Demonstrated...

What You Will Bring   Required Qualifications Bachelors Degree, or equivalent professional work experience 1+ years of experience within capital markets, financial services, or a related industry with a introductory understanding of investment products, financial markets, and industry practices. FINRA Series 6 and 63 registrations, active upon hire FINRA Series 7 registration active upon hire, or ability to obtain within 180 days of hire Prior account management experience or sales experience   Preferred Qualifications Knowledge of the investment industry, with the ability to identify and capitalize on business opportunities both within and beyond established markets Self-motivated, positive, and collaborative team player with effective communication skills and the ability to build lasting relationships with internal and external partners Understanding of the distinct needs of proprietary sales teams, external...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: Florida The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: (Wholesaler Texas Region) The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: Chicago The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $75 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: (Wholesaler Texas Region) The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: New York The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job Functions [1] : Introduce current...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: Texas The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job Functions...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: Great Lakes Region The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential...

Join a team recognized for innovation, excellence, and industry-leading service. We’re seeking an Internal Insurance Wholesaler to partner with top wholesaling professionals and drive growth in Manulife’s Retail Markets business—a leading provider of insurance and investment solutions for Canadian families.  As an Internal Wholesaler, you’ll collaborate with External Wholesalers to manage a regional sales territory, strengthen advisor relationships, and uncover new opportunities to grow individual life and living benefits insurance sales. The ideal candidate is sales-driven, coachable, collaborative, and thrives in a competitive environment.  Responsibilities: Pro-active outbound calling to financial advisors to develop, maintain and expand current advisor relationships and build new ones. Meet outbound calls daily targets for “sales calls” and “meetings booked”. Gather intelligence on an advisor’s practice through a question based selling model Optimize...

What You'll Do: We’re looking for an Internal Wholesaler - NQ to join our distribution team. In this role, you’ll partner with an external wholesaler (Regional Vice President) to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships.   Here are few examples of the kinds of things you’ll do: Coordinate and follow through on Plan and Asset Implementation in partnership with NQ Operations and New Business teams Lead and/or participate in sales presentations to prospective advisors via virtually or by phone Design and implement marketing and sales initiatives/campaigns via virtual presentations, phone engagement, and email Grow sales in an assigned segment of brokers/advisors by virtual presentations and/or phone engagement Support in daily sales initiatives and territory management. Direct preparation of proposals and other sales materials Serve as a subject matter expert on nonqualified plans, providing sales support,...

職務要約： ＜ホールセラー＞ 金融機関（銀行、証券会社）向け営業推進 ・金融機関代理店の担い手への個別・集合による研修。 （商品研修に限らずニーズ喚起からクロージングまでのセールスプロセス、ロールプレイング研修等） ・マネジメント層、キーマンとの折衝による支店の保険推進戦略の提案やサポート。 ・顧客セミナー、支店担当者との同行サポート。 求めるスキル・経験： （経験）　　 金融機関（銀行、証券会社）での営業経験・経験年数不問 （スキル） 　AFPレベルの金融知識があれば尚可 　　　　　　プレゼンテーションスキル　コミュニケーションスキル 　　　　　　　基本的なパソコンスキル 語学力：日本語必須。英語は必須ではない その他： 月に２～３回の国内出張あり 求める人物像：   明朗快活、社交的、セルフモチベーター、女性歓迎 社外勤務についてのガイドライン：オンライン研修を実施する場合は在宅勤務も可。国内出張あり 残業について： 残業は月20時間程度を想定 給与：経験、能力を考慮の上、当社規定により優遇します 通勤交通費支給（当社規定による） 変動賞与年1回（個人、会社業績に応じて支給） 勤務時間： 原則　 9：00～17：00（実働7時間。フレックス制度あり） 福利厚生：社会保険完備（健康保険、厚生年金保険、雇用保険、労災保険）、ベネフィットワン、各種研修制度(英語、日本語研修含む)、育児・介護休業制度、ベビーシッター支援制度、wiwiwシステム（育児休業からの復職支援システム）の導入、退職金制度 休日休暇：完全週休2日制（土・日）、祝日、年末年始、有給休暇、特別連続休暇、アニバーサリー休暇他 勤務地：東京（他に名古屋、大阪、福岡でも募集あり） 　 When you join our team: • We’ll empower you to learn and grow the career you want. • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than...

職務要約： ＜ホールセラー＞ 金融機関（銀行、証券会社）向け営業推進 ・金融機関代理店の担い手への個別・集合による研修。 （商品研修に限らずニーズ喚起からクロージングまでのセールスプロセス、ロールプレイング研修等） ・マネジメント層、キーマンとの折衝による支店の保険推進戦略の提案やサポート。 ・顧客セミナー、支店担当者との同行サポート。 求めるスキル・経験： （経験）　　 金融機関（銀行、証券会社）での営業経験・経験年数不問 （スキル） 　AFPレベルの金融知識があれば尚可 　　　　　　プレゼンテーションスキル　コミュニケーションスキル 　　　　　　　基本的なパソコンスキル 語学力：日本語必須。英語は必須ではない その他： 月に２～３回の国内出張あり 求める人物像：   明朗快活、社交的、セルフモチベーター、女性歓迎 社外勤務についてのガイドライン：オンライン研修を実施する場合は在宅勤務も可。国内出張あり 残業について： 残業は月20時間程度を想定 給与：経験、能力を考慮の上、当社規定により優遇します 通勤交通費支給（当社規定による） 変動賞与年1回（個人、会社業績に応じて支給） 勤務時間： 原則　 9：00～17：00（実働7時間。フレックス制度あり） 福利厚生：社会保険完備（健康保険、厚生年金保険、雇用保険、労災保険）、ベネフィットワン、各種研修制度(英語、日本語研修含む)、育児・介護休業制度、ベビーシッター支援制度、wiwiwシステム（育児休業からの復職支援システム）の導入、退職金制度 休日休暇：完全週休2日制（土・日）、祝日、年末年始、有給休暇、特別連続休暇、アニバーサリー休暇他 勤務地：東京（他に名古屋、大阪、福岡でも募集あり） 　 When you join our team: • We’ll empower you to learn and grow the career you want. • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than...

Job Summary The Internal Wholesaler, Annuity Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more. In addition, the Internal Wholesaler, Annuity Distribution will deliver outbound call and email campaigns as needed to promote F&G Annuity products and programs to drive Annuity sales objectives. This position will report to the Manager, Internal Sales and will work in conjunction with other Annuity Distribution Internal Wholesalers as well as partnering to support other members of the Annuity Distribution team. Duties & Responsibilities Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers Initiate proactive sales initiatives in coordination with Annuity Sales objectives Demonstrate thorough, in-depth knowledge of F&G...

Overview: Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across a large South territory. In this role, you'll serve as a trusted partner to brokerage general agencies, advisors, and key distribution partners, helping them grow their businesses through Securian's innovative linked benefit solution, SecureCare™. Working closely with a dedicated Internal Wholesaler, you'll own territory strategy, deepen relationships, and deliver impactful sales ideas that help financial professionals better serve their clients. Responsibilities include but not limited to:  Manage the Linked Benefit (SecureCare) sales effort for the south territory (TX, KS, MO, AR, LA, OK, NM, CO, MS) through personal visits to establish, maintain and strengthen relationships with assigned Brokerage General Agencies (BGA’s) as well as their employees and the advisors whom they support. Develop strong...

Job Description Build the future with us Join iA Clarington Investments Inc. as an Internal Wholesaler and play a key role in growing our business by developing lasting relationships with brokerage firms and financial advisors. Working closely with the external sales team, you will contribute directly to the commercial performance of a strategic territory. This position represents an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you will accomplish with us As an Internal Wholesaler, you will be at the core of our mission. Key responsibilities include: Working closely with the Vice President, Sales, to manage a defined territory and achieve sales objectives. Actively generating new business opportunities through outbound calls and...

Job Description Build the future with us 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. Reporting to the Vice President, National Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts with both existing clients and new prospects. As part of the Wholesaling Team, you will work closely with the VP, Sales and Territory Sales Assistant in a designated territory to generate sales, develop new business opportunities and support advisor relationships. This position is a great opportunity to showcase your sales expertise, investment industry knowledge and relationship-building skills while making a direct impact on business success. What you'll accomplish with us As an Internal Wholesaler, you'll be at the core of our mission. Here are the main responsibilities:...

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 Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks. Job Responsibilities: Manages territory to attain both sales and revenue...