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External wholesaler Jobs in USA

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External wholesaler • usa

Last updated: 1 day ago

Internal Wholesaler

Confidential - FinanceWest Columbia, SC, USA
$24.04 hourly
Full-time
Quick Apply

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... Show more

Commerce Funds Wholesaler

Commerce BankKansas City, MO, United States
$65,000.00 yearly
Full-time

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... Show more

Investment Consultant (External Wholesaler)

City National BankDenver, CO, US
$101,231.00 yearly
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

Business Development Wholesaler

JacksonNashville, TN
Full-time

In partnership with External Wholesalers and Internal Wholesalers, the Business Development Wholesaler (BDW) is responsible for developing and implementing a business plan to achieve sales goals an... Show more

External DI Wholesaler

MassMutualRemote, Colorado, US
$62,000.00 yearly
Remote
Full-time

As a Disability Income Regional Wholesaler, you will play a critical role in expanding the reach and impact of MassMutual’s Individual Disability Insurance (IDI) solutions within MassMutual Financi... Show more

External Wholesaler - Retirement Plans

Lincoln FinancialBaton Rouge, LA, US
Full-time

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... Show more

External Wholesaler - Life Insurance

MassMutualPhoenix, Arizona, US
$62,000.00 yearly
Remote
Full-time

MassMutual has seen tremendous success expanding our individual life insurance business through MassMutual Financial Advisors (MMFA)—and we’re just getting started.We’re looking for a driven, relat... Show more

External Wholesaler - Life Insurance

MassMutualHouston, Texas, US
$62,000.00 yearly
Remote
Full-time

MassMutual has seen tremendous success expanding our individual life insurance business through MassMutual Financial Advisors (MMFA)—and we’re just getting started.We’re looking for a driven, relat... Show more

External Wholesaler, Annuity (TN and AL Planners - Remote in Territory)

Brighthouse FinancialNashville, TN, US
Remote
Full-time

Alternate Job Location : Tennessee : Memphis || Alabama : Birmingham .This is a fully remote position in the assigned territory.As an External Wholesaler, you’ll be responsible for providing invest... Show more

External Wholesaler (DC/Baltimore, IL, MN)

Natixis Investment ManagersField, United States
Full-time

The Managing Regional Director will position Natixis Investment Managers’ capabilities around investment analysis and portfolio design; customized, indexed-based separate accounts; integrated portf... Show more

Internal Wholesaler

PotomacBethesda, Maryland, United States, 20814
$80,000.00 yearly
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

Hybrid Wholesaler

Focus Financial PartnersStamford, CT, United States
$90,000.00 yearly
Full-time

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... Show more

External RIA Wholesaler, Central & Southeast

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 - Distribution

National Life Insurance CompanyMontpelier, VT, United States
$52,875.00 yearly
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

External DI Wholesaler

MassMutualDenver, Colorado, US
$62,000.00 yearly
Remote
Full-time

As a Disability Income Regional Wholesaler, you will play a critical role in expanding the reach and impact of MassMutual’s Individual Disability Insurance (IDI) solutions within MassMutual Financi... Show more

Sr Internal Wholesaler

ProtectiveBirmingham, AL, US
Remote
Full-time

Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities.This includes sales campaigns, new business opportunitie... Show more

External

TRIO ElectricUS
Full-time
Quick Apply

TRIO18/Application   Powered by JazzHR. Show more

External DI Wholesaler

MassMutualLas Vegas, Nevada, US
$62,000.00 yearly
Remote
Full-time

As a Disability Income Regional Wholesaler, you will play a critical role in expanding the reach and impact of MassMutual’s Individual Disability Insurance (IDI) solutions within MassMutual Financi... Show more

Commerce Funds Wholesaler

Commerce BankKansas City, MO, US
$65,000.00 yearly
Full-time

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... Show more

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Internal Wholesaler

Internal Wholesaler

Confidential - FinanceWest Columbia, SC, USA
2 days ago
Salary
$24.04 hourly
Job type
  • Full-time
  • Quick Apply
Job description

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

  • Provide callers with distribution/withdrawal paperwork.
  • Assist callers with completing distribution/withdrawal paperwork.
  • Able to use multiple system tools to research, resolve, and communicate all service requests.
  • Contact participants and/or advisors regarding incomplete distribution/withdrawal paperwork.
  • Contact participants and/or advisors to let them know the reasons distribution/withdrawal was denied.
  • Monitor CRM incidents for needed call backs.
  • Review and approve distributions and loans prior to fund release.
  • Receive and forward various forms to other internal departments (distributions, rollovers, beneficiary, SRAs) for processing.
  • Communicate the importance of and educate the advisor/participant about what we do and why we ask for the information we do.
  • Maintain high levels of customer satisfaction.
  • Demonstrate commitment to quality-of-service area.
  • Show understanding of effective communication concepts, tools, and techniques.
  • Able to analyze most customer issues to ensure the best solution.
  • Able to de-escalate and effectively resolve some customer issues.
  • Able to multitask while providing excellent customer service.
  • Assist with system upgrade testing prior to production implementation.
  • Adhere to all safety rules and regulations.
  • Perform other related duties as assigned to support team and organizational goals.

ESSENTIAL SKILLS AND EXPERIENCE

  • Provide guidance and support to other departments, fostering collaboration and knowledge-sharing.
  • Demonstrate a friendly, approachable, and patient demeanor in team and client interactions.
  • Exhibit strong research capabilities to resolve inquiries and enhance process understanding.
  • Proactively identify and recommend procedural improvements to streamline team workflows.
  • Possess foundational proficiency in Microsoft Office applications for daily operational tasks.
  • Professional demeanor and good communication skills with the ability to work well with others in a fast-paced environment.
  • Demonstrate strong organizational skills including record keeping, time management, and follow-up.
  • Strong verbal and written communication skills.
  • Excellent attention to detail and sense of urgency; ability to prioritize with an emphasis on quality and accuracy of work.
  • Strong interpersonal and customer service skills required.
  • Ability to multi-task, prioritize, and deal with interruptions while meeting timely deadlines.

BENEFICIAL SKILLS AND EXPERIENCE

  • Prior retirement industry knowledge.