Wholesaler • usa
The Internal Wholesaler plays a key role in growing, supporting, and servicing PenServ platforms.This role assists and supports internal teams, participants, employers, and advisors by addressing i... Mostrar más
Commerce Mutual Funds Wholesaler.Building a career at Commerce is more than just steps on a ladder.It's about helping people find financial safety and success, helping businesses thrive, and making... Mostrar más
Investment Advisor Representative Recruiter.Responsible for recruiting, training and onboarding new Investment Advisor Representatives and Insurance licensed producers within assigned region.Positi... Mostrar más
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.RBC Rochdale provides investment research, portfolio managem... Mostrar más
Internal Wholesaler, Wealth Management.The Internal Wholesaler, Wealth Management will support the distribution of MassMutual Investments' mutual fund lineup by partnering closely with External Who... Mostrar más
Remote : Work at home employee residing outside of a commutable distance to an office location.As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and mainta... Mostrar más
We understand that our teammates are more alike than we are different and that we are One Crump.Supported by leading technology tools and a collaborative work model, we empower our people to serve ... Mostrar más
Drive Life Insurance sales and overall growth at John Hancock.While driving sales in a defined territory within the United States by partnering with a John Hancock External Wholesaler that is respo... Mostrar más
The primary purpose of the Associate Regional Director is to work effectively with our intermediary advisors to acquire, develop and retain assets for Russell Investments.Through many relationships... Mostrar más
At Potomac, we’re not for everyone—and that’s by design.We attract people who think critically, communicate clearly, and execute with urgency.People who care deeply about their work and don’t need ... Mostrar más
NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.With more than tw... Mostrar más
Prudential Annuities, a division within Prudential's Global Retirement Income team, which focuses on providing retirement income solutions to clients and supporting Prudential's retirement strategi... Mostrar más
Imagine your future with us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses.Our digital HR technology and advisory solutions cater to... Mostrar más
Thrivent Investment Consultant.We exist to help people achieve financial clarity.At Thrivent, we believe money is a tool, not a goal.Driven by a higher purpose at our core, we are committed to prov... Mostrar más
Internal Wholesaler - Distribution.Come join one of America's fastest-growing insurance companies.Since 1848, National Life Group has aimed to keep our promises, providing families with stability i... Mostrar más
Wealth Management, Alternatives Distribution Role.We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region.This sales profes... Mostrar más
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... Mostrar más
The main purpose of this job is to develop, retain and expand client relationships by enhancing current distribution channels and developing new opportunities.The position is responsible for prospe... Mostrar más
POSITION SUMMARY |
The Internal Wholesaler plays a key role in growing, supporting, and servicing PenServ platforms. This role assists and supports internal teams, participants, employers, and advisors by addressing inquiries and resolving issues related to the platforms. This position is responsible for managing opportunities from initial inquiry through the appointment of PenServ as successor TPA or recordkeeper as well as identifying new opportunities through existing and newly established relationships. The Wholesaler ensures a smooth and positive onboarding experience for all clients by coordinating internal setup tasks and facilitating communication across stakeholders. This role requires a proactive approach to client service, attention to detail, and a commitment to delivering exceptional partner experiences.
POSITION RESPONSIBILITIES - ESSENTIAL |
ESSENTIAL SKILLS AND EXPERIENCE |
BENEFICIAL SKILLS AND EXPERIENCE |
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