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Wholesaler Jobs in USA

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Wholesaler • usa

Last updated: 1 day ago

Hybrid Wholesaler

Pacific LifeUnited States
Remote
Full-time

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...Show more

 • Promoted

Internal Wholesaler, IBD

Athene Holding LtdConshohocken, PA, United States
Full-time

More for our customers and the financial professionals who offer our products.If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company.You will find we o...Show more

 • Promoted

Internal Wholesaler

AtheneConshohocken, PA, United States
Full-time

More for our customers and the financial professionals who offer our products.If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company.You will find we o...Show more

 • Promoted

External Wholesaler

G4 Global PartnersMiami, FL, United States
Full-time

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 Mia...Show more

 • Promoted

External RIA Wholesaler

Lord AbbettJersey City, NJ, United States
Full-time

Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money.Over the course of our history, we've earned a sterling reputation for our leadership, influence...Show more

Internal Wholesaler, Wealth Management

Massachusetts Mutual Life InsuranceBoston, MA, United States
Full-time

Internal Wholesaler Opportunity.The Internal Wholesaler will support the distribution of MassMutual Investments' mutual fund lineup by partnering closely with External Wholesalers and cultivating r...Show more

Vice President, External Wholesaler

BNY ArcherChicago, IL, United States
Full-time

Vice President, External Wholesaler Remote (Mid West / Central).At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial servi...Show more

Internal Wholesaler

Company 19 - John Hancock Life Insurance Company (U.S.A.)Boston, Massachusetts
Full-time

We’re looking for an enthusiastic, motivated, and relationship‑driven.If you love connecting with advisors, enjoy a fast‑paced sales environment, and get energized by turning conversations into res...Show more

Internal Wholesaler

American Century InvestmentsKansas City, MO, United States
Full-time

The ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space.The Avantis Specialist is focused on building relationships with...Show more

Internal Wholesaler - Distribution

National Life GroupMontpelier, VT, United States
Full-time

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...Show more

 • Promoted

Business Development Wholesaler

Jackson National Life Insurance CompanyNashville, TN, United States
Full-time

Business Development Wholesaler.In partnership with External Wholesalers and Internal Wholesalers, the Business Development Wholesaler (BDW) is responsible for developing and implementing a busines...Show more

Internal Wholesaler CSR

Confidential - FinanceWest Columbia, SC, USA
Full-time
Quick Apply

Their job is to assist employers, participants, and advisors who contact our office.Professionally handle incoming calls from participants through a multi-line system, and ensure that routine and c...Show more

External Wholesaler - MoneyGuard

Lincoln FinancialDallas, TX, US
Full-time

Dallas, TX (Texas); Austin, TX (Texas); El Paso, TX (Texas); San Antonio, TX (Texas); San Antonio, TX (Texas).Remote : Work at home employee residing outside of a commutable distance to an office l...Show more

Hybrid Wholesaler - Private Credit

The TCW GroupBoston, MA, United States
Full-time

Hybrid Wholesaler In The RIA Channel.This Hybrid Wholesaler within the RIA channel is responsible for driving sales and growth in assigned regions.This position plays a critical role in achieving a...Show more

Internal Wholesaler

PotomacBethesda, Maryland, United States, 20814
Full-time
Quick Apply

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 ...Show more

 • Promoted

Internal Wholesaler - Financial Institutions

EquiTrustWest Des Moines, IA, United States
Full-time

EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agent...Show more

 • Promoted

Internal Wholesaler

Avantis InvestorsKansas City, MO, United States
Full-time

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...Show more

Internal Wholesaler, Sales

(DBA) American Beacon PartnersIrving, TX, USA
Full-time
Quick Apply

Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers.Drawing on approximately 40 years of inve...Show more

Investment Consultant (External Wholesaler)

City National BankSan Francisco, CA, United States
Full-time

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...Show more

 • Promoted
People also ask
Hybrid Wholesaler

Hybrid Wholesaler

Pacific LifeUnited States
10 days ago
Job type
  • Full-time
  • Remote
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.

That's why we're actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the West Virginia, Northwest PA and Southern New York .

As a Hybrid Wholesaler, you'll proactively market Pacific Life products to existing and potential producers, independent of a traditional Field Wholesaler, using consultative sales skills to meet sales goals, maintain and/or grow market share and raise division assets. You will develop and maintain ongoing business relationships with financial advisors within their assigned territory. And finally, you will increase rep penetration and cross-sell multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products.

How you will make an impact:

Manage territory competitively to drive annual goals, with a focus on year-over-year sales growth and profitability. This includes, but is not limited to the following:
  • Deliver product presentations to current and prospective financial advisors via telephone, webinars, go-to-meetings, office visits, group meetings, seminars and conferences.
  • Build business with financial professionals in the designated district using a consultative sales process: Investment Consultant, Business Consultant and Retirement Consultant.
  • Proactively position and differentiate PL Solutions and Strategies against competitor firms and products.
  • Exhibit and maintain a strong fundamental knowledge of PL Solutions and current economic and market conditions.
  • Create and execute to quarterly business plan.
  • Communicate regularly and proactively to assigned Manager(s).
  • Build and implement strategic travel rotation.
  • Manage business and sales budget.
The experience you will bring:
  • BA/BS required, emphasis on finance or economics preferred
  • 3-5 years minimum relevant financial services experience
  • SIE, Series 6 and/or 7 and 63 required
  • Strong written, verbal and interpersonal communication skills
  • Excellent listening, profiling and closing skills
  • Strong work ethic and high integrity
  • Sound judgment and business maturity
  • Eager to employ and adapt to new technologies
  • Self-starter and driven to succeed
  • Team-oriented/relationship builder
  • Highly coachable and driven for results
  • Attention to detail
  • Problem solver
  • Critical, Big Picture Thinker
  • Highly engaged and enthusiastic
You can be who you are.

People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

Benefits start Day 1.

Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation.

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation


You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.