48 internal wholesaler summer intern jobs found

The ISC Internal Wholesaling Intern will support the Internal Wholesaling team in driving sales activity, enhancing advisor engagement, and strengthening the distribution of our investment solutions. This role is ideal for a motivated, detail-oriented student interested in financial services, asset management, sales support, and relationship management. The intern will gain hands-on experience working closely with internal wholesalers, external wholesalers, and ISC leadership on meaningful business initiatives.  Key Responsibilities  Sales & Advisor Support  Gain professional work experience by executing meaningful business projects Enhance your technical and financial skills through on-the-job experience and training Collaborate on assignments with multiple other teams such as in IT, Accounting, Marketing Operations, among others Assist internal wholesalers with daily outreach to financial advisors through call campaigns, email follow-ups, and meeting scheduling. Research...

The ISC Internal Wholesaling Intern will support the Internal Wholesaling team in driving sales activity, enhancing advisor engagement, and strengthening the distribution of our investment solutions. This role is ideal for a motivated, detail-oriented student interested in financial services, asset management, sales support, and relationship management. The intern will gain hands-on experience working closely with internal wholesalers, external wholesalers, and ISC leadership on meaningful business initiatives.  Key Responsibilities  Sales & Advisor Support  Gain professional work experience by executing meaningful business projects Enhance your technical and financial skills through on-the-job experience and training Collaborate on assignments with multiple other teams such as in IT, Accounting, Marketing Operations, among others Assist internal wholesalers with daily outreach to financial advisors through call campaigns, email follow-ups, and meeting scheduling. Research...

The ISC Internal Wholesaling Intern will support the Internal Wholesaling team in driving sales activity, enhancing advisor engagement, and strengthening the distribution of our investment solutions. This role is ideal for a motivated, detail-oriented student interested in financial services, asset management, sales support, and relationship management. The intern will gain hands-on experience working closely with internal wholesalers, external wholesalers, and ISC leadership on meaningful business initiatives.  Key Responsibilities  Sales & Advisor Support  Gain professional work experience by executing meaningful business projects Enhance your technical and financial skills through on-the-job experience and training Collaborate on assignments with multiple other teams such as in IT, Accounting, Marketing Operations, among others Assist internal wholesalers with daily outreach to financial advisors through call campaigns, email follow-ups, and meeting scheduling. Research...

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...

Job Description: A Sales Head for industrial products is responsible for developing and executing sales strategies, leading a sales team, and driving revenue growth by managing key client relationships and identifying new business opportunities.  This role requires expertise in the industrial sector, strong leadership, negotiation skills, and a proven track record of exceeding sales targets.  Key duties include market analysis, creating sales forecasts, and collaborating with other departments to ensure customer satisfaction and successful product delivery.     Key responsibilities Sales strategy:   Develop and implement sales strategies to achieve revenue goals and increase market share within the industrial sector.     Team leadership:   Lead, coach, and manage the sales team to achieve individual and collective targets.     Client management:   Build and...

Job Summary The Sr. Internal Wholesaler will be responsible for building relationships with our Bank and Independent Broker-Dealer partners to grow sales in the Financial Institutions channel. This position will partner with an external wholesaler (RVP) to create and execute sales, marketing, and distribution strategies to drive sales of F&G’s annuity products in your assigned territory. Looking for passionate and process-driven people to join our team as we expand our distribution in the registered representative space. The Sr. Internal Wholesaler reports directly to the Director, Internal Sales. Duties and Responsibilities Assist in growing Fixed, Fixed Indexed, & Registered Indexed-Linked Annuity sales with our Bank & Broker-Dealer partners by positioning and differentiating F&G from our core competitors Work closely with assigned RVP partner to develop business & marketing plans to achieve appropriate market share at each Broker-Dealer...

Job Description: A Dispatch Executive  manages the daily outbound logistics, ensuring accurate and timely delivery of goods. They coordinate with warehouse, production, and transport teams, manage documentation (invoices, E-way bills), monitor shipments, and resolve logistical discrepancies. Key skills include ERP proficiency, logistics management, and strong communication.     Key Responsibilities Logistics Coordination:  Manage the entire dispatch process, including loading and scheduling transport vehicles. Documentation:  Generate and verify invoices, E-way bills, and consignment notes for accurate compliance. Inventory Control:  Verify stock quality and quantity, ensuring accurate inventory records using ERP software (e.g., Tally, SAP). Tracking & Monitoring:  Track shipments to ensure timely delivery and update internal teams on status. Problem Resolution:  Resolve delivery delays, discrepancies, or damaged...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This RVP role will cover the territory of Los Angeles, CA and Las Vegas, NV for our WFG clients with our Life team. Living within the territory is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote solutions that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about financial products and...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will be required to work four days per week out of our Grandview location. This is a G.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about financial products and services, we want to know more about you! As a Hybrid Wholesaler, you'll market annuity...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will serve our clients in the Southern California area and will require living within the territory. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about you! As a Regional...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will serve our clients in the Northern California area and will require living within the territory. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about you! As a Regional...

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...

Alliant Insurance is hiring an Insurance Wholesaler (internally known as an Internal Marketing Consultant) with the Annuity Department for our Senior Market Sales office in Omaha, NE! POSITION HIGHLIGHTS In office Monday - Friday Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday Compensation is a combination of base + incentive  SUMMARY  Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES   Agent Support Functions:  Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.   Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with  agencies and agents on all aspects of assigned products;   Recruit, train, service and assist agents to enable agents to...

Job Description Summary The Hybrid Wholesaler supports the growth of the One Insurance Solution platform by combining inside sales responsibilities with external advisor engagement. This role partners closely with senior Consultants and field leaders to drive insurance adoption, deepen advisor relationships, and deliver comprehensive sales support both virtually and in-person. Job Description Supports the One Insurance Solution Team by driving sales efforts, cultivating advisor relationships, and delivering consultative insurance solutions. Acts as a bridge between internal sales support and external field engagement, contributing to territory growth and advisor development. Essential Duties and Responsibilities Partner with senior Consultants to develop and execute territory-level sales strategies. Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions. Travel within assigned territory (25–50%) to...

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....

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...

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...

Job Description Summary: NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer).  This position requires a presence in the Stamford office five days a week.  Job Description: Primary Responsibilities Advisor Coverage & Relationship Management Manage and grow relationships with a defined book of financial advisors across assigned territories Conduct proactive outreach via phone, video meetings, and targeted in‑person visits Identify opportunities to deepen engagement across strategies and platforms Support advisor onboarding, education, and implementation of firm strategies Sales & Asset Growth...

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 your life. Here, you’ll find a collaborative culture that respect s and valu e s...

Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our  Southeast Region which includes, NC, SC, GA, TN &AL .     What You’ll Do    Represent Potomac and distribute all Potomac products and services within the assigned territory.  Travel within the territory to conduct 1:1 and group face to face meetings and presentations.  Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.  Identify advisor needs through a consultative sales process and provide tailored investment solutions.  Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).  Manage...