Top 616 Internal wholesaler Jobs

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Internal Wholesaler / Account Executive
HRC Financial Group —New York, NY
- $90,000 - $125,000 a year
- Full-time
- Salesforce
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr Internal Wholesaler - Broad Market
Pacific Life —Omaha, NE
- Full-time
- Bachelor's degree
- Travel
- Organizational skills
- Paid parental leave
- Paid holidays
Internal Wholesaler - Annuity
Pacific Life —Charlotte, NC
- $67,000 - $73,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid parental leave
- Paid holidays
13d
Internal Wholesaler
John Hancock —Boston, MA
- Up to $115,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development experience
Internal Wholesaler (Inside Sales)
Toews Asset Management —New York, NY
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Travel reimbursement
- Health insurance
Quick Apply
Internal Wholesaler
Foresters Financial Services, Inc. —Remote
- Full-time
- Remote
- Spanish
- Mid-level
- Analysis skills
General Manager - South Central Division
Garage Beer —Remote
- $140,000 - $170,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Experience equivalent to degree accepted
- Disability insurance
- Health insurance
Quick Apply
Senior Internal Wholesaler- (Remote)
Protective —Remote
- $60,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Disability insurance
Quick Apply
District Sales Manager
CHICAGO BAKING COMPANY —Milwaukee, WI
- Full-time
- Background check
- Clean driving record
- Marketing
- Paid holidays
- Disability insurance
Quick Apply
Internal Sales Wholesaler
DEFINITI LLC —Cary, NC
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
General Manager - Southeast Division
Garage Beer —Remote
- $140,000 - $170,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Experience equivalent to degree accepted
- Disability insurance
- Health insurance
Quick Apply
Internal Wholesaler (Term)- Life Insurance
Covr Financial Technologies —Remote
- $55,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Hybrid LTC Internal Wholesaler
Manulife —California
- $45,000 - $115,000 a year
- Full-time
- Mid-level
- Marketing
- AD&D insurance
- Paid holidays
External Wholesaler, Annuity Distribution
MassMutual —Remote
- $65,000 - $100,000 a year
- Writing skills
- Public speaking
- High school diploma or GED
- Commuter assistance
- Paid holidays
External Wholesaler
Manulife —Washington, DC
- $80,000 - $138,700 a year
- Full-time
- Mid-level
- 3 years
- Business development experience
- AD&D insurance
- Paid holidays
Director, Internal Sales Desk
Manulife —Boston, MA
- $150,000 - $160,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- AD&D insurance
- Paid holidays
Internal Wholesaler
MassMutual —Boston, MA
- $70,000 - $80,000 a year
- Urgently hiring
- Mid-level
- Bachelor's degree
- Organizational skills
- Commuter assistance
- Paid holidays
Market Associate (Internal Wholesaler)
Northern Trust Corp. —Chicago, IL
- $70,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Sr Internal Wholesaler - Broad Market
Pacific Life Insurance Company —Omaha, NE
- Full-time
- Bachelor's degree
- Travel
- Organizational skills
- Paid parental leave
- Paid holidays
Quick Apply
Internal Wealth Specialist
Capital Group Companies —New York, NY
- $105,459 - $168,734 a year
- Full-time
- Mid-level
- Organizational skills
- 1 year
- Health insurance
- Benefits from day one

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Internal Wholesaler / Account Executive

HRC Financial Group
New York, NY

Quick Apply

Job Details

Full-time
$90,000 - $125,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Investment
Economics
Outbound sales
Phone communication
Salesforce
Research
Series 7
Bachelor's degree
Outbound calling
Alternative investment
Financial markets knowledge
Client interaction via phone calls

Full Job Description

HRC Financial Group

Internal Wholesaler

Office Location

88 Pine Street, Suite 3101

New York, NY 10005

Company Description

HRC Financial Group specializes in bringing investment products and services to the financial industry’s investment advisors, institutions and consultants. Founded in 2003, HRC represents a carefully selected group of money managers across the asset allocation spectrum. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our clients as a resource to identify asset managers within specific areas of interest. HRC Financial Group specializes in the creation and marketing of registered investment companies, SMAs, and alternative investments that seek to meet unfulfilled or under-served needs in the marketplace, and introducing them to the financial industry’s financial advisers, institutions and consultants. HRC’s marketing and sales efforts are focused on the major wire house platforms as well as the major RIA and independent broker/dealer platforms. The HRC Financial Group of companies consists of HRC Fund Associates, LLC, Member FINRA/SIPC; HRC Portfolio Solutions, LLC, and Liberty Street Advisors, Inc., a SEC Registered Investment Adviser. For more information please visit us at www.hrcfinancialgroup.com, www.libertystreetfunds.com, & www.privatesharesfund.com

Job Description

HRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to:

· Develop a deep understanding of our investment strategies

· Profile financial advisors and how to help them increase their business

· Speak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations

· Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all calls

· Deliver sales literature to effectively facilitate sales process and enhance advisor relationships

· Researching investment styles of money managers across various sales territories

· Maintaining necessary correspondence with prospective clients in order to move sales process towards closing

· Collaborating with colleagues to build sales strategies

· Tracking revenues and projected revenues for the sales team

Qualifications

· Bachelor's Degree, preferably in business or finance

· Series 7 & 63 (Not required for the candidate but we expect to be obtained within 6 months of employment)

· Strong telephone skills, focus, and presence

· Strong planning and organization skills

· Knowledge of financial markets and basic economic principles

Job Type: Full-time

Pay: $90,000.00 - $125,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Parental leave
Vision insurance

Application Question(s):

What is an interval fund
Please explain why you believe you'd make a good financial sales professional.
Have you worked a job with outbound sales/calling before? If not, why do you believe this would be a fit for you?

License/Certification:

Series 7 (Preferred)

Ability to Commute:

New York, NY 10005 (Required)

Work Location: In person

Quick Apply

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External Wholesaler, Annuity Distribution

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