5 internal wholesaler jobs found in Boston, MA

MMSD Annuity Distribution- Internal Wholesaler The Opportunity We’re growing and our clients deserve the best. We are building a dynamic team of internal wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for an internal annuity wholesaler to support an assigned territory.  In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers.  You will be responsible for territory production in partnership with the external wholesaler, penetration rates, and diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing...

MMSD Annuity Distribution - Internal Wholesaler The Opportunity We are building a dynamic team of Internal Wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. In this role you will build and grow relationships within a dedicated territory across our channel with Banks, Credit Unions, Wirehouses, National/Regional Broker Dealers, and Independent Broker Dealers.  You will be responsible for territory production, penetration rates, and diversity of products sold through third-party distributors in partnership with an External Wholesaler. You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results....

Description Overview:   The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.      What you will do: Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings. Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals. Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations. Document relevant client interactions in the client relationship management (CRM) system. Leverage data intelligence to create targeted sales and service campaigns. Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients Ensure timely completion of tasks for assigned...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Sells ETF, Mutual Fund and SMA products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace 4. Makes customized sales presentations to large and...

Description Overview:   The Regional Director (RD) is a sales professional who operates independently and in partnership with external wholesalers to drive sales in Natixis products and solutions. It is the Regional Director’s responsibility to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid sales position and is located in Boston, MA with expected in field travel of up to 25% of the time.     What you will do: Proactive sales outreach to both new and existing financial advisor clients via phone, email, virtual and in-person meetings. Identify new opportunities and grow existing client base by using data, profiling clients, fostering leads and closing business both independently and/or in partnership with the field sales teams. Build an efficient and thoughtful outreach strategy incorporating both Company and regional goals. Meet or exceed regional sales...