18 jobs found in california

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

About this role Business Description BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. Role Description Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with strong passion for engaging with Financial Advisors to identify, develop, partner on and own client relationships. Market Sales Partner (Internal Wholesaler): This role partners with our Market Leader/External Wholesaler to build relationships with clients in an assigned territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private...

About Us Avantis Investors, part of American Century Investments, is focused on helping clients achieve their investment goals through the delivery of broadly diversified, low cost, efficient investment strategies. All our investment strategies are managed under a consistent investment philosophy based on financial science and use information in market prices and company financials to identify differences in expected returns among securities. Role Summary The ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space. The ICSG Avantis Specialist is focused on building relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions. The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director (s) within a geographical territory to generate sales opportunities in Avantis products by...

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...

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 Wholesaler role will support our Life Producer Group clients in Southern California. The role will also cover Arizona and Las Vegas, but living in the SoCal area 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...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties: In this Senior Market Leader role, responsibilities include: 1. Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and...

Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.   They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have...

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary This role is responsible for building and growing relationships with independent life insurance agents and financial advisors through a consultative, platform-driven sales approach. The position is not territory-based and focuses on opportunity-driven business development, advisor recruiting, and advanced life insurance planning support. Job Description Key Responsibilities Build, grow, and deepen relationships with independent agents and financial advisors through disciplined recruiting and business development Identify and engage life...

Job Description: 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. 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: Proactively marketing Pacific Life Annuity & Mutual Fund products to existing and potential producers...

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....

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. In partnership with their assigned Regional Vice Presidents, the Internal Wholesaler focuses on...

Requisition Number: 79536 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,...

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,...

This is a critical, hybrid role combining the functions of a Business Development lead and a Carrier Liaison. The Business Development- IMO/Unified Wholesaler is primarily responsible for driving significant net premium growth in Life & Annuity products by strategically acquiring and developing advisor relationships across the U.S. Key Responsibilities Advisor Acquisition: Drive new business by actively recruiting and onboarding advisors (RIAs, independent agents, financial advisors) and agencies. Premium Growth: Strategically expand the advisor network and drive Life & Annuity (L&A) premium growth through marketing targeted toward HNW advisors. Strategic Support: Serve as the primary intermediary between advisors and carriers, providing expert case strategy support, product alignment, and carrier strategy insight. Practice Development: Help advisors grow their practices by articulating and delivering the firm's unique value...

Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.   They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have...

Job Description: Job Description 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.  Pacific Life is the #1 Life Insurance Carrier in the country. Come work on the Sales Desk leading the industry! We’re actively seeking a talented Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE and Newport Beach, CA. As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by...

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...