87 internal wholesaler jobs found

Job Classification: Sales - Sales What you will do The primary role of the Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling PGIM Global Wealth Mutual Funds and Managed Accounts. The Internal Wholesaler must achieve and maintain an expert knowledge of the PGIM Global Wealth product line and the Mutual Fund Industry. What you can expect: Developing relationships with Financial Professionals through outbound calls Communicating with Financial Professionals through letters and email Handling special projects as assigned within Desk Attending various sales meetings and training sessions Maintenance of PC based contact management system Responding to inbound Product and Sales calls What you will bring FINRA series 7 license is required for this position. Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire FINRA series 63 or 66 is required for...

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. GuideStone Funds Internal Wholesaler works to develop business for the GuideStone Funds through the Advisory and Institutional channels. The Internal Wholesaler builds RIA and private wealth advisor relationships though a consultative sales process. Working in partnership with these advisors, the Sales Consultant strives to position GuideStone Funds’ array of mutual funds within clients’ investment portfolios. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm...

Job Requisition ID: 93507 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...

Requisition Number: 74843 Position Title: External Description: Role Summary If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization! As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: Build and manage relationships with a targeted audience of financial advisors. Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs. Refer advisors to your external partner as appropriate, ensuring a seamless client experience. Proactively prospect, sell, and...

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. Who You'll Work With This is an excellent position for someone looking for a career in financial...

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...

Company Description Our client is a private firm with an independent charter, focused on doing what’s right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management. Job Description As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities. Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory • Initiate sales by...

Career Opportunity Role Title Internal Wholesaler Purpose of role The Internal Wholesaler's primary function is to drive sales of Foresters Financial life and annuity products across multiple distribution channels via inbound calls. This role is heavily focused on taking inbound calls from agents inquiring about Foresters’ product offerings and overall, the company’s value proposition. The position requires an extremely motivated, ambitious and competitive person who works well in a fast-paced sales environment. Job Description Key Responsibilities Provide sales and marketing support of Foresters Financial products across all business lines to drive sales Educate and sell the benefits of Foresters Financial products and Member Benefits Work with agents to identify client needs and recommend product offerings and marketing strategies Actively participate in ongoing professional development and training Provide high level of sales support in answering customer inquiries...

Requisition Number: 79535 Position Title: External Description: At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.   We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich...

Summary As an  Internal Wholesaler,  you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting. This role is 100% onsite in Bethesda, MD. What You’ll Do Conduct proactive outreach to advisors, promoting our products and driving sales. Build and deepen relationships with financial advisors. Collaborate with external wholesalers to meet regional goals. Provide solutions that help advisors deliver exceptional results for their clients. Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches. Effectively manage HubSpot...

The Internal Advisory Consultant (IAC/Internal Wholesaler) will be responsible for driving the sales of Future Standard’s products with Financial Advisors within an assigned region in the US, partnering with cross-functional teams to deliver client needs. As part of Sales and Distribution team, IACs are dedicated to increasing the sales and awareness of Future Standard’s products including mutual funds, REITs, and Interval Funds. The IACS accomplish this through telephone presentations, virtual meetings, and email correspondence. This position, working collaboratively with other members of the team, is responsible for developing and implementing strategies to expand Future Standard’s coverage within the respective territory.    The successful candidate is expected to: Initiate and proactively build relationships with financial advisors, divisional and regional representatives, research analysts and investment professionals through proactive telephone calls and contact...

Benefits: 401(k) 401(k) matching Bonus based on performance Free food & snacks Health insurance Grow With Us! We're the #1 Regional Office for Midland National Life Insurance and we are looking for an awesome person to join our team. Because of their magnetic personality, desire to help others, and organized follow-up, this person will become the "go-to" when our independent Agents & Financial Advisors need help designing a life insurance solution for their clients & prospects.  Our Internal Wholesaler- Sales Support will also be the one to call Agents & Prospects to get them to attend our sales workshops & training events, and the one to help them learn to move their life insurance business from submitted to placed inforce.  Additionally, we all play a role in recruiting new producers to Midland National's Exclusive Direct producer contract and keeping our producers partnering with us for the long term. The right person...

Internal Wholesaler (Term) -Life Insurance FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, Standard business hours LOCATION:  US Remote COVR FINANCIAL TECHNOLOGIES OVERVIEW: Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021!   Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values:   Client...

Requisition Number: 77889 Position Title: External Description: Role Summary If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization! As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: Build and manage relationships with a targeted audience of financial advisors. Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs. Refer advisors to your external partner as appropriate, ensuring a seamless client experience. Proactively prospect,...

Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service. We provide advisors with the tools, resources, and expertise they need to help their clients achieve financial success. Our culture is built on integrity, collaboration, and a relentless commitment to putting clients first. Position Overview The Internal Wholesaler supports business development efforts by identifying and advancing new opportunities, converting leads, and contributing to the growth of assets under management. This role partners closely with external sales to present Symmetry Partners' investment and advisory solutions, build and maintain relationships with advisors and prospects, and support ongoing client engagement. The position also collaborates with Marketing on targeted initiatives, monitors sales activity and performance metrics, stays current on industry...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Do you enjoy helping others succeed by providing expert guidance and creative solutions? Are you energized by partnering with financial professionals to grow their business and deliver meaningful outcomes for clients? COUNTRY Financial is seeking an Internal Wholesaler to support representatives and field partners across life insurance, annuities, and investment solutions. In this role, you'll serve as a trusted consultant and product expert, helping financial representatives navigate complex client situations, identify opportunities, and position solutions with confidence. You'll...

Toews Asset Management is a 30-year-old, boutique asset management firm whose primary goal is to help advisors tackle the most pressing portfolio challenges with innovative risk mitigation strategies in the marketplace. Toews is seeking an Internal wholesaler to drive new business, deepen financial advisor, RIA, partner relationships, and keep the territory running in lockstep with an external Regional Vice President and the Toews business and marketing plan. You’ll own high-touch prospecting, deliver compelling product narratives, and step in for external coverage when needed. What you’ll do day-to-day Prospect & qualify : High-volume outbound to Financial Advisors / RIAs; secure meetings for you and your territory RVP. Manage the pipeline : Keep Salesforce pristine; log activities, next steps, and conversion metrics. Present with clarity : Communicate on ETFs, mutual funds, and model portfolios; support webinars, conferences, and marketing campaigns....

As the Internal Wholesaler, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, focusing on the estate planning and wealth transfer benefits of Manulife segregated funds and annuities. With a solid understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions, providing proactive sales and business building ideas. Working with an External Wholesaler and Territory Coordinator, you will be accountable for sales growth and relationship management within a defined region. Sales opportunities at Manulife cover a wide range of geographies, demographics and products. This opportunity offers a long-term professional career path with a focus on business development within an established and defined training program into becoming an External Wholesaler. Roles in our Banking, Insurance,...

Location Designation:  Fully Remote    About New York Life Investment Management  With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. A Unique Opportunity to Elevate Your Career New York Life Investments is offering a distinctive opportunity for an experienced...

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. Who You'll Work With This is an excellent position for someone looking for a career in financial...