15 internal wholesaler trainee jobs found

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...

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 within approximately 6-8 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 develops knowledge of...

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...

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...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you looking for an opportunity to join a Forbes 100 organization that will provide you with the support and resources to take your career to the next level? Nationwide has exciting Regional Internal Wholesaler opportunities on our Annuity Brokerage team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Annuity products to those that need and want them. This position includes a competitive base salary and is eligible for a strong incentive pay package. This...

Job Description: An Area Sales Manager oversees sales operations within a specific geographic area, leading and motivating sales teams to achieve targets by developing strategies, analyzing market trends, and building client relationships.     Key Responsibilities of an Area Sales Manager: Sales Strategy and Planning: Develop and implement annual sales plans to achieve profit and market share goals.     Analyze market trends and identify opportunities for business growth.     Develop and implement sales strategies and initiatives.     Team Leadership and Management:   Lead and motivate a team of sales representatives.     Provide guidance, coaching, and mentorship to team members.     Set sales targets and track performance.     Recruit, hire, and train new sales representatives.     Client...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via phone, email, and in person meetings (leads provided) to sell Nationwide's...

Alternate Locations: San Francisco, CA (California); Sacramento, CA (California)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75191   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Northern California. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by...

About this role BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources and strategies within BlackRock and is tasked with identifying and creating solutions for clients using BlackRock’s broad expertise across investment capabilities. BlackRock’s objective is no less than to be the world’s preeminent provider of Alternative investment solutions within the wealth segment. The individual will be responsible for working with generalist relationship managers to deliver Alternatives education to financial advisors and introducing our Alternatives platform and investment solutions. The individual will be responsible for supporting the broader Alternatives sales and engagement strategy within U.S. Wealth Advisory, maintaining key client and prospect relationships to...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you looking for an opportunity to join a Forbes 100 organization that will provide you with the support and resources to take your career to the next level? Nationwide has exciting Regional Internal Wholesaler opportunities on our Life Sales team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Life Insurance products to those that need and want them. This position includes a competitive base salary and is eligible for a strong incentive pay package. Selected...

Overview Initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team - Product Illustration, Training and Ideation and Regional Sales VP's to achieve corporate life and annuity premium sales goals. Core to their success is the ability to recruit, train and onboard new GA's and IMO's. Provides a broad range of sales and marketing support to PPGA's and IMO's. Works with minimal supervision and is responsible to independently make a broad range of decisions escalating to manager when appropriate and updating manager on regular basis. Uses extensive in-depth knowledge of Lafayette Life products, services, illustrations and systems to provide both electronic delivery and field training to support PPGA's and IMO's. Responsibilities What you will do:   Recruits new GA’s and IMO’s in assigned territory who meet the company’s quality standards to write...

Alternate Locations: Radnor, PA (Pennsylvania)     Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office   Relocation assistance:   is not available for this opportunity.   Requisition #:  75264   The Role at a Glance As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility.  What you'll be doing Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives. Capturing and maintaining sales call data in...

Alternate Locations: Seattle, WA (Washington)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75362   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of the Pacific Northwest. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to...

Job Description: The Job/What You'll Do: As a Sales Consultant Specialist at AssetMark, you will play a crucial role in supporting our sales team as they build and nurture new client relationships. You will facilitate opportunities to increase productivity by managing essential administrative tasks and effectively utilizing various sales software tools.  The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.   Compensation: The Base Salary range for this position is between $45,000-$65,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.   Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $30,000.  The achievement of the Sales Incentive Plan target will be based...

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? The Regional Vice President – External Wholesaler will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors within the territory of\: TX, OK, AR, LA, MS Responsibilities include, but are not limited to: Assess and identify the needs of advisor clients in order to promote new products. Develop new producers while retaining existing producers to grow market share. Educate and train advisors on 1290 Funds and models. Develop new relationships. Responsible for territory management. Utilize internal sales desk to assist...