12 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 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...

Alternate Locations: Nashville, TN (Tennessee)     Work Arrangement: Remote : Work at home employee   Relocation assistance:   is not available for this opportunity.   Requisition #:  74279   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 AL and TN. 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 achieve profitable sales and Lincoln's product breath growth. Collaborates with...

About this role About this role   BlackRock’s Offshore Wealth business is one of the most dynamic and fast-growing division within the company. The business is responsible for delivering the full range of the BlackRock platform, products, and solutions to financial intermediaries, such as wirehouses, broker-dealers, private banks, independent advisors, family offices, and Registered Investment Advisors (RIAs). As such, Offshore Wealth has been instrumental in solidifying BlackRock's position as a leading provider of investment solutions for the international clients in the Americas.   The team has 20+ colleagues between Miami, New York, San Francisco, and Houston who are at the forefront of reinventing the industry. Come join our team and experience what it feels like to be part of an organization that makes a difference!   Primary Responsibilities:   The market leader/external wholesaler serve as the key contact between BlackRock and our...

Vanguard is seeking motivated individuals with internal wholesaling experience to join our Training & Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in Vanguard sales strategies, product knowledge, and client relationship management, equipping trainees with the skills needed to excel as an Internal Sales Consultant at Vanguard. After training, depending on readiness, candidates are eligible to get back in territory and partner with an External Sales Executive. Key Responsibilities: Sales Training: Learn and apply effective Vanguard sales techniques to promote our financial products and services. Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds, ETFs, and other investment solutions. Client Relationship Management: Develop skills to build and maintain strong relationships with financial advisors and clients. Market...

This is a remote position. AIMCOR Enterprise Insurance Group “AIMCOR EIG ”, a national insurance distribution organization, has an exciting sales opportunity in the financial services industry as an External Life Wholesaler working with financial professionals to provide their clients with protection and retirement solutions.   AIMCOR EIG is looking for a driven, dynamic individual to join our growing team in the southeastern region as an External Wholesaler. This position is critical in the success of AIMCOR EIG’s financial institution and broker/dealer distribution strategy and is responsible for achieving the region’s annual revenue forecast by providing assisted-sales support across the region.   Key Responsibilities: Supporting assigned national and local accounts through in-person and virtual representative appointments, educational group sessions, conferences, and client point-of-sale...

    Wholesale Mortgage Junior Relationship Manager American Heritage Lending, LLC Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation. Position Overview:   The Junior Relationship Manager builds and maintains relationships with clients and customers. They work to solve any challenges that the customers face, help them with sales opportunities, and observe the competition to see what strategies they are using. The most important part of being the Junior Relationship Manager is maintaining trusting relationships and making sure everyone is satisfied.   Essential Duties & Responsibilities include: Creates and enforces plans that meet the needs of customers Builds long-term relationships with clients Works...

This is a remote position. AIMCOR Enterprise Insurance Group “AIMCOR EIG ”, a national insurance distribution organization, has an exciting sales opportunity in the financial services industry as an External Life Wholesaler working with financial professionals to provide their clients with protection and retirement solutions.   AIMCOR EIG is looking for a driven, dynamic individual to join our growing team in the Midwest  region as an External Wholesaler. This position is critical in the success of AIMCOR EIG’s financial institution and broker/dealer distribution strategy and is responsible for achieving the region’s annual revenue forecast by providing assisted-sales support across the region. Key Responsibilities: Supporting assigned national and local accounts through in-person and virtual representative appointments, educational group sessions, conferences, and client point-of-sale meetings....

This is a remote position. AIMCOR Enterprise Insurance Group “AIMCOR EIG ”, a national insurance distribution organization, has an exciting sales opportunity in the financial services industry as an External Life Wholesaler working with financial professionals to provide their clients with protection and retirement solutions.   AIMCOR EIG is looking for a driven, dynamic individual to join our growing team in the Southwest  region as an External Wholesaler. This position is critical in the success of AIMCOR EIG’s financial institution and broker/dealer distribution strategy and is responsible for achieving the region’s annual revenue forecast by providing assisted-sales support across the region. Key Responsibilities: Supporting assigned national and local accounts through in-person and virtual representative appointments, educational group sessions, conferences, and client point-of-sale meetings....

  Wholesale Mortgage Account Executive   American Heritage Lending, LLC    Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.    Position Overview:   The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.    Essential Duties & Responsibilities include:   Strong sales skills and knowledge of the mortgage lending business. Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers Speak and correspond with accounts on a daily...

  Wholesale Mortgage Account Executive   American Heritage Lending, LLC    Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.    Position Overview:   The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.    Essential Duties & Responsibilities include:   Strong sales skills and knowledge of the mortgage lending business. Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers Speak and correspond with accounts on a daily...

  Wholesale Mortgage Account Executive   American Heritage Lending, LLC    Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.    Position Overview:   The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.    Essential Duties & Responsibilities include:   Strong sales skills and knowledge of the mortgage lending business. Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers Speak and correspond with accounts on a daily to ensure...

  Wholesale Mortgage Account Executive   American Heritage Lending, LLC    Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.    Position Overview:   The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.    Essential Duties & Responsibilities include:   Strong sales skills and knowledge of the mortgage lending business. Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers Speak and correspond with accounts on a daily...