5 jobs found in florida

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 access to a...

Job Description Job Summary: Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / 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. 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,...

POSITION: Business Development US Offshore. The position will be part of the Intermediaries distribution business of the company, reporting to the Head of US intermediaries, the candidate will be based in Miami. You will be part of a fast growing and successful business GENERAL DESCRIPTION Responsible for sales and marketing activities of Wellington Management UCITs fund range in the US offshore market with initial focus in Miami, working closely with the US Country Head and the Head of Intermediaries Distribution business MAIN GOALS Drive efforts to increase market share for UCITs and traditional alternative investment products Raise Wellington brand awareness and position the firm as one of the leading institutional asset managers among established competitors in the US offshore marke QUALIFICATIONS Undergraduate degree with a focus on business, finance, economics, or a related field of study highly desirable MBA or master’s degree in finance or...

  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...

External Wholesaler (Life and Annuity Distribution) Summary    Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.   We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to...