170 internal wholesaler jobs found

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities, and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn about Jackson's products, sales and marketing. This is achieved by successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating analysis spreadsheets. The Internal Wholesaler Associate role is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 2-3 months after being hired. Essential Responsibilities Completes training and develops essential knowledge and proficiency with regards to Jackson products. Learns Jackson’s systems, sales model, and products. Makes proactive outbound sales calls with existing and prospective representatives to strengthen and establish...

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...

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...

Internal Wholesaler About the role As an Senior Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset. What you’ll do Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory. Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions. Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities. Coordinate follow‑up actions across sales executives...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

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.  Position Responsibilities:  Proactively engage advisors to uncover and support sales opportunities  Manage daily tasks to meet productivity goals and advisor needs  Handle inquiries (case consultations, illustrations, product training)  Use data, analytics, and Salesforce to plan and execute 60-day business cycles...

Job Description: This position includes incentive compensation in addition to the annual salary. 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 - Annuity to join our team in Omaha, NE OR Newport Beach, CA. This is a hybrid role with four days in the office and one day at home. As an Internal Wholesaler, you’ll move Pacific Life, and your career, forward by:...

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 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 (IMO) 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...

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose & Impact: The Senior Internal Wholesaler drives sales of Apollo DC private assets and Vitera guaranteed income by serving as the strategic inside partner to the Vice Presidents of Regional Distribution, jointly covering retirement plan advisors, regional consultants, partners as recordkeeper, and their field sales organizations across assigned territories. The role serves as the primary inside point of contact for advisors and recordkeeper field teams, generating and qualifying leads, conducting virtual sales meetings, scheduling high-value field opportunities, and advancing pipeline via proactive phone and video engagement. The role...

Job Family Internal Sales About Us     At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.      Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.          Who We Are       We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international...

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...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required.Completes assigned projects in a timely manner.Learns Jackson's systems, sales model, and products.Participates in trainings and...

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...

If you are an internal associate, please login to Workday and apply through My Career. Job Purpose The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required.Completes assigned projects in a timely manner.Learns Jackson's systems, sales model, and products.Participates in trainings and...

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose & Impact: The Senior Internal Wholesaler drives sales of Apollo DC private assets and Vitera guaranteed income by serving as the strategic inside partner to the Vice Presidents of Regional Distribution, jointly covering retirement plan advisors, regional consultants, partners as recordkeeper, and their field sales organizations across assigned territories. The role serves as the primary inside point of contact for advisors and recordkeeper field teams, generating and qualifying leads, conducting virtual sales meetings, scheduling high-value field opportunities, and advancing pipeline via proactive phone and video engagement. The role...

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,...