Wholesaler serp_jobs.h1.location_city
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Wholesaler • boston ma
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The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We’re growing and our clients deserve the best.We are building a dynamic team of external wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors.We are look...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region.
This sales professional will be responsible for generating investment / al...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Internal Wholesaler is responsible for partnering with a Regional Sales Director to drive sales and grow market share in a defined geographic territory.
The Internal Wholesaler position is an op...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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 cul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A company is looking for an Internal Sales Wholesaler.Key Responsibilities Create and implement outbound call campaigns to drive awareness in assigned regions Identify and develop new financial ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
External Wholesaler, Annuity (Colorado and Utah - Remote in Territory).Where you'll work : This is a fully remote position in the assigned territory.
How you'll contribute : As an External Wholesaler,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Salary : Unique Compensation Model.Lead Your Own Practice with Purpose 1099 Partner Role at Exemplar Companies (Remote).Tired of traditional firm hierarchies? At Exemplar Companies, we do business d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Wellington Management Internal Wholesaling Role.Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.Our investm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Regional Vice President - Wholesaler (Northeast).ProShares has been at the forefront of the ETF revolution since 2006.ProShares now offers one of the largest lineups of ETFs, with over $75 billion ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors wh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Internal Wholesaler / Investment Consultant
Natixis Investment ManagersBoston, Massachusettsserp_jobs.job_card.full_time
External Wholesaler, MMSD Annuity Distribution
MassMutualBoston, Massachusetts, USserp_jobs.filters.remote
serp_jobs.job_card.full_time
Regional Director - Wealth (Wholesaler)
Wellington ManagementBoston, MA, United Statesserp_jobs.job_card.full_time
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Internal Wholesaler
GW&K Investment Management, LLCBoston, MA, USserp_jobs.job_card.full_time
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Regional Director - Wealth (Wholesaler)
Wellington Management CompanyBoston, MA, United Statesserp_jobs.job_card.full_time
Internal Sales Wholesaler
VirtualVocationsDorchester, Massachusetts, United Statesserp_jobs.job_card.full_time
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External Wholesaler, Annuity (Colorado and Utah - Remote in Territory)
Brighthouse FinancialBoston, MA, USserp_jobs.filters.remote
serp_jobs.job_card.full_time
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Wholesaler
Exemplar CompaniesBoston, MA, USserp_jobs.job_card.full_time
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Internal Wholesaler
Boston StaffingBoston, MA, USserp_jobs.job_card.full_time
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Regional Vice President - Wholesaler (Northeast)
ProSharesBoston, MA, USserp_jobs.job_card.full_time
Investment Consultant (External Wholesaler)
City National BankBoston, MA, USserp_jobs.job_card.full_time
Internal Wholesaler / Investment Consultant
Natixis Investment ManagersBoston, Massachusettsjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionBachelor’s degree or equivalent work experience. SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and Series 7 upon hire) are required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired. Minimum 1 year of experience in financial sales or financial services industry. Proven ability to build and maintain relationships both internally and externally Ability and desire to learn about financial markets and financial solutions. Understanding of sales technology tools a plus (. Seismic, Salesforce, Y Charts, MPI etc). Ability to work in team environment and build partnerships to achieve common goals. Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results. Strong written and verbal communication skills
Description
The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.
What you will do :
- Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings.
- Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals.
- Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations.
- Document relevant client interactions in the client relationship management (CRM) system.
- Leverage data intelligence to create targeted sales and service campaigns.
- Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients.
- Ensure timely completion of tasks for assigned marketing and sales campaigns.
- Meet or exceed daily, weekly and monthly sales activity targets.
What you will bring :
Who we are :
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs