- Work with Regional Director to formulate and execute territory business plan.
- Work with digital media marketing Director to formulate and execute branding campaign
- Cultivate relationships with financial representatives via phone and email contact.
- Accommodate inbound sales and marketing calls
- Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data.
- Consult with investment advisors to understand needs and cross sell products as appropriate.
- Provide service to investment professionals including hypothetical reports and research as needed.
- Travel within territory (minimum of 2 times/year)
- Bachelor's Degree or equivalent work experience
- Prior sales experience
- Must have Series 7 & 63
- Prior experience with Mutual Funds is preferable
- 2 years of prior financial services experience preferred
- Team oriented, ability to effectively manage time, strong communication skills
- Ability to travel periodically
- Ability to work extended hours if necessary
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Internal Wholesaler
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VanEck New York, United StatesPosition: Internal Wholesaler · Location: Tampa, Florida or New York, NY · Department: Internal Sales · Reporting to: Manager of Internal Sales Desk · FLSA Status: Full-Time Exempt · Summary: VanEck is looking to hire an Internal Wholesaler in either our Tampa, FL or New York, N ...
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Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
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Internal Wholesaler
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Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
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Associate, Internal Wholesaler I
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BNY Mellon New York, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
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Associate, Internal Wholesaler I
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The Bank of New York Mellon Corporation New York, United States**_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody a ...
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Internal Financial Wholesaler
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New York Life Insurance Co New York, United StatesLocation Designation: Hybrid - 3 days per week · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right ...
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Wholesale Sales Intern
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G-III Apparel Group New York, United StatesGIII Apparel Group is currently seeking 2Sales Interns for our team based in New York City · Must be able to commit to be onsite/in-office full time · KEY RESPONSIBILITIES AND FUNCTIONS · Provide support to the Director of Sales for Docker's, Levi's, & Tommy Hilfiger · Will be re ...
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Internal Wholesaler
2 weeks ago
Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
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Internal Wholesaler
1 week ago
Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
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Internal Wholesaler
1 week ago
Guardian Life Insurance Company New York, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
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Internal Wholesaler
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New York Life New York, United StatesLocation Designation: Hybrid - 3 days per week · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right ...
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Associate - Sales (Internal Wholesaler)
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Smead Capital Management Jersey City, United StatesAssociate – Sales (Internal Wholesaler) | Job Description · Smead Capital Management is accepting applications for an Associate – Sales (Internal Wholesaler). · Job Summary: · This associate will provide service to financial advisors throughout the USA working in partnership with ...
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Senior Internal Wholesaler
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Social Capital Resources New York, United StatesTop-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers · Responsibilities: · Work with Regional Director to formulate and execute territory business plan. · Work with digital media marketing Director to formulate and execute branding campaign · C ...
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Most Wanted USA New York, United States Full timeJob Description · Job DescriptionMOST WANTED USA is looking to fill our Fashion Internship position starting this summer of 2024, ideally leading to a full-time offer beginning in the fall of 2024. · About the Company: · Most Wanted USA is a female-owned fashion accessories star ...
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SmartTrust® Parsippany, United StatesInternal WholesalerIf you are a highly motivated individual and looking to join a vibrant growing company, SmartTrust may be the right choice for you.OverviewSmartTrust is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high-quality grow ...
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What Goes Around Comes Around Jersey City, United StatesOverview · What Goes Around Comes Around is the leading global purveyor of authentic luxury vintage accessories and apparel. We are seeking a Wholesale Intern to join the WGACA team for the Summer/Fall season. During this time, you will gain hands-on experience in a fast-paced e ...
Senior Internal Wholesaler - New York, United States - Social Capital Resources
Description
Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers
Responsibilities:
Qualifications: