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Wholesaler remote jobs - 345 jobs

  • Hybrid Wholesaler - DCIO/Workplace Retirement

    American Century Investments 4.8company rating

    Remote job

    About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary American Century Investments is looking to add a Hybrid Wholesaler (internally known as Business Development Specialist) on our DCIO/Workplace Retirement sales team. This position reports to the VP of Workplace Retirement Internal Sales. You will have direct responsibility to generate new business within the retirement plan ecosystem in a specific geographic territory. This will include product positioning and relationship building with retirement plan advisors, consultants, and centers of influence. This remote position will be based out of the Colorado, Minnesota, or Wisconsin area. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact * Develop, maintain, and leverage relationships with contacts within the retirement plan ecosystem to drive new business and retain existing assets. * Quickly identify business opportunities and conduct in-depth meetings on specific investment strategies in person, on-line and over the phone within a consultative selling process. * Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management and Avantis Sales teams and investment management to uncover opportunities, drive sales & improve the firm's business position. * Thoroughly understand and effectively communicate American Century's organizational and strategy-specific competitive advantages. Must have the ability to overcome objections and persuade clients & prospects as to the merits of the firm's unique selling proposition in a professional manner. * Possess a passion for investment management solutions within the retirement plan industry and how to use your experience and knowledge to build productive and reciprocal relationships. What You Bring to the Team (Required) * Minimum of 3 years of professional experience in the financial services industry, with a proven track record in DCIO, retirement plan, or investment management sales. * Series 7 and 63 Securities licenses are required for the role. * Bachelor's degree in a related field or an equivalent combination of education and work experience. * Superior writing, presentation, and interpersonal skills, initiative, thoughtfulness, resourcefulness, ability to continually learn, manage multiple projects at once and a professional presence. * Ability and willingness to travel regionally and nationally as needed to meet client and business objectives. * Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven. Additional Assets (Preferred) * Proficient use of Microsoft Office, Salesforce CRM, investment & third-party data, and LinkedIn preferred. The above statements are not intended to be a complete list of all responsibilities, duties, and skills required. What We Offer * Competitive compensation package with bonus plan * Generous PTO and competitive benefits * 401k with 5% company match plus annual performance-based discretionary contribution * Tuition reimbursement, formal mentorship program, live and online learning Learn more about our benefits and perks. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Remote American Century Proprietary Holdings, Inc. All rights reserved.
    $65k-83k yearly est. Auto-Apply 17d ago
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  • Sales Professional

    True North Recruiters 4.4company rating

    Remote job

    Job Description ABOUT THE OPPORTUNITY: Taubman Financial Management powered by one of the largest insurance organizations in the country, is a family-driven agency built on vision, integrity, and growth. Our mission is simple - Protect Families. Develop Leaders. We're disrupting the traditional insurance space by combining cutting-edge technology, AI systems, and real human connection to change how families are protected. No cold calls. No chasing. You'll work directly with qualified clients who have already requested help securing financial protection for their future. RESPONSIBILITIES: Master company systems and products to deliver a first-class client experience Follow up with warm leads and prior client inquiries Meet with clients virtually via Zoom or phone during the sales process Manage direct communication between clients and the company Collaborate with your agency team to ensure smooth, professional client experiences Meet or exceed performance goals to earn promotions and leadership opportunities Maintain state licensing requirements and compliance standards Attend weekly virtual meetings for training and team development Build and nurture client relationships through company-provided or self-generated leads Educate clients on how our products help build and protect generational wealth QUALIFICATIONS: Preferred 3+ years of experience in sales, customer service, or a related field preferred Comfortable with technology and modern communication tools Strong time management and organization skills Excellent communication skills - both on the phone and face-to-face A servant leadership mindset focused on helping others REQUIREMENTS: Ability to work flexible hours - evenings and weekends as needed for clients Reliable cell phone, data, and Wi-Fi access Must pass a background check Complete carrier contracting requirements Active Life & Health Insurance License (or willingness to obtain - we help you get licensed in 7-10 days) BENEFITS: Work remotely with flexible training and scheduling Performance-based bonuses and incentives Annual all-expense-paid trips for top producers Discounted health and life insurance coverage options Leadership development and growth opportunities within the organization Ready to take control of your time and income? Apply today to join the Delaney Agency and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $85,090.60 - $275,797.28 per year Disclaimer: If you do not currently have a Life/Health Insurance License, Taubman financial Management provides the resources and guidance to help you obtain it in as little as 7-10 days.
    $65k-108k yearly est. 25d ago
  • U.S. Head of Wholesale Cyber

    R t Specialty, LLC 3.9company rating

    Remote job

    The Head of Wholesale Cyber is responsible for directing the wholesale Cyber and Technology E&O underwriting strategy, policies, and processes to deliver profitable growth. The role oversees all aspects of underwriting, business development and retention and leads the development of innovative insurance products. They foster innovation, build key relationships, and collaborate with executives to ensure underwriting business is aligned with Ryan Specialty's strategic and financial goals. What will your job entail? Job Responsibilities: • Directs and oversees the comprehensive underwriting process for both new and renewed Cyber accounts to achieve and exceed profitability targets. • Partners with executives and business heads to craft a compelling underwriting strategy, outlines ambitious revenue targets and market expansion plans. • Translates the strategic vision of the executives into actionable long-term and short-term plans for the underwriting business, ensuring teams and functions are aligned across the organization. • Leads the development of innovative property and casualty products within the underwriting portfolio, leveraging market insights, customer needs, and emerging industry trends. • Reviews and authorizes innovative underwriting solutions and structures and recommends changes as needed to deliver business goals. • Supervises strategic initiatives and ensures data driven decision making, operational excellence and improved client retention in alignment with Ryan Specialty's vision and objectives. • Identifies areas for growth and cross-selling, fosters an innovative culture and drives the team to develop new underwriting practices, guidelines, and processes for increased effectiveness. • Oversees comprehensive risk analysis, evaluates factors such as coverage value, location, usage, safety features to make informed decisions on risk acceptance, modification, or decline. • Establishes and enforces consistent underwriting best practices within the team, aligning with underwriting guidelines to ensure rating, pricing, profitability, and structuring adequacy. • Establishes strong relationships with key brokers, clients, and other stakeholders aimed at growing the business. • Provides training and mentorship to underwriting professionals, focusing on underwriting approaches, compliance, policy documentation, administration, and other best practices. Work Experience and Education: • Bachelor's degree or Master's. Any other related discipline or commensurate work experience considered. • 12+ years of experience in Cyber insurance underwriting. • 5+ years of management experience. Licenses & Certifications: • State P&C and/or surplus line license is required. • Chartered Property Casualty Underwriter (CPCU) or Associate in Risk Management (ARM) a plus. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $240,000.00 - $300,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ***************************** We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
    $47k-69k yearly est. Auto-Apply 6d ago
  • External Wholesaler

    Manulife

    Remote job

    Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channels. This territory offers significant growth potential for the right candidate. Position Responsibilities: Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, outstanding client service. Conduct a robust schedule of client-facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails. Initiate new business through prospecting. Represent John Hancock Investment Management at in-person and virtual events including national and regional conferences, seminars, and sales training meetings. Develop positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners. Efficiently lead the assigned territory by accurately leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget. Required Qualification: Bachelors Degree or equivalent experience preferred. Minimum of 3-5 years of asset management wholesaling experience required. Series 7 and 66 or 63 licenses required. CFA or CIMA designation preferred. Must have excellent communication and presentation skills - both in-person and virtual. Must have effective time management, technological, and organizational skills. It is preferred that candidates already be established in the local market. Territory Coverage: San Francisco, CA When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. Although we list out what we generally look for, we are very likely missing other attributes and skills that you have that could make you a great fit, but are not currently listed. Research has shown this especially applies to women and other marginalized groups, who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%. The point we're getting at, it doesn't hurt to take a chance and apply! #LI-JH About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $49k-71k yearly est. Auto-Apply 8d ago
  • Life and/or Annuity External Wholesaler (Spanish Speaking)

    Life Insurance 4.4company rating

    Remote job

    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 in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group's distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to ensure mutually beneficial relationships with an emphasis on customer service, business development, profitability, and retention. This role requires a relationship builder with a sales focus, excellent communication and presentation skills, strong work ethic, a passion for life and annuity products, and a competitive drive to succeed. Essential Duties and Responsibilities Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life and annuity sales. Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals. Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships. Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations. Support agents and agency marketers in product selection, case design, and illustration fulfillment. Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group. Onboard new relationships with National Life Group to quickly grow and develop business. Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs. Minimum Qualifications An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products. Minimum 3 years industry experience in life and/or annuity product distribution. Preferred candidates will have 5+ years' experience with a focus on indexed products and living benefits. Preferred industry designations include CLU , ChFC , and CFP . Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions. Excellent problem solving and communication skills (verbal and written). Strong organization and self-management skills, including managing travel and business expenses. Ability to travel more than 50% of your time, growing and developing new and existing agency relationships. Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships. History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers. Benefits Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range Compensation for this role is earned primarily through commissions which are calculated as a percentage of life and annuity sales and pay guarantees may be offered for the first year of employment. Additional Compensation and Benefits The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $56k-88k yearly est. Auto-Apply 1d ago
  • Field Wholesaler (Florida Gulf Coast)

    Pacific Life 4.5company rating

    Remote job

    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 Florida Gulf Coast. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses. With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence. As a Field Wholesaler you'll sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent planners, and banks) within the territory. You will fill an existing role that sits on a team of 15 external wholesalers (Northeast Division). Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region by making face-to-face and virtual sales visits as well as telephone calls. You'll also introduce new products through established and new broker/dealers. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings. How you'll help move us forward: Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms Represent CMD's 3 core lines of business (Variable Annuities/RILA, Fixed Annuities and Mutual Funds) Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management Efficiently leverage wide array of business tools and resources The experience you will bring: Bachelor's Degree 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds Working knowledge of the Salesforce platform and other customary business software such as Outlook Strong presentation skills, the ability to work independently and a track record of success Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills Series 6 or 7, 63, and Variable Contracts licenses required Compensation: Compensation for this role includes a base salary of $80,000, with commission and other incentive pay in addition to the base salary. 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 #LI-AS1 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 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.
    $80k yearly Auto-Apply 7d ago
  • Virtual Regional Wholesaler

    Transamerica 4.1company rating

    Remote job

    Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for the distribution of Transamerica life insurance products for a defined territory in partnership with a field based Regional Vice President (RVP) and Internal Sales Partner. Responsibilities Develop new business and maintain existing business relationships by conducting web-based sales meetings with World Financial Group (WFG) agents, with focus on how to position the product to have better conversations and outcomes with clients, ultimately driving Transamerica life production and retaining market share. Emphasis on sales activities for new agent onboarding to increase the number of first-time agents writing Transamerica business and growing existing agent production. Provide WFG associates with up-to-date information on Transamerica products and timely business building ideas. Run national campaigns to grow Transamerica sales and market share including reach out to prospective WFG associates within targeted campaigns. Manage business in partnership with RVPs by properly allocating resources provided by Transamerica Life Distributors (TLD). Coordinate Webex presentations with WFG associates and TLD management team on behalf of wholesaling team to provide value added resources. Participate in TLD annual meeting and WFG convention, bi-annual regional sales meetings, training, and sales meetings at the request of the National Sales Manager. Stay compliant in accordance with Transamerica rules, policies and procedures. Stay current on Transamerica life insurance products, and economic and market conditions. Qualifications Bachelor's degree in a business-related field or equivalent education/experience Two years of financial services/brokerage industry experience Two years of sales desk/hybrid/external wholesaling experience Life license Health license, or obtain within six months Excellent communication and presentation skills Time-management and organizational skills Ability to work as part of a team Proficiency using MS Office and sales tools Preferred Qualifications Professional designations (CLU, ChFC, CFP, CLTC) Working Conditions Remote (Field/Travel) Environment Occasional Travel Travel to conduct field training and participate in annual conventions The Salary for this position generally ranges is $60,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is also currently eligible for sales and/or performance incentives of $60,000. Specifics will be reflected in individual incentive plan documents This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $60k yearly Auto-Apply 1d ago
  • External Wholesaler

    John Hancock 4.4company rating

    Remote job

    Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channels. This territory offers significant growth potential for the right candidate. Position Responsibilities: Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, outstanding client service. Conduct a robust schedule of client-facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails. Initiate new business through prospecting. Represent John Hancock Investment Management at in-person and virtual events including national and regional conferences, seminars, and sales training meetings. Develop positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners. Efficiently lead the assigned territory by accurately leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget. Required Qualification: Bachelors Degree or equivalent experience preferred. Minimum of 3-5 years of asset management wholesaling experience required. Series 7 and 66 or 63 licenses required. CFA or CIMA designation preferred. Must have excellent communication and presentation skills - both in-person and virtual. Must have effective time management, technological, and organizational skills. It is preferred that candidates already be established in the local market. Territory Coverage: San Francisco, CA When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. Although we list out what we generally look for, we are very likely missing other attributes and skills that you have that could make you a great fit, but are not currently listed. Research has shown this especially applies to women and other marginalized groups, who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%. The point we're getting at, it doesn't hurt to take a chance and apply! #LI-JH About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
    $52k-75k yearly est. Auto-Apply 8d ago
  • Internal Wholesaler, Sales

    DBA) American Beacon Partners

    Remote job

    American Beacon PartnersInternal Wholesaler, Sales American Beacon Partners, formerly known as 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 investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners , we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners , we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors , we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence. American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc. In December 2025, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the seventh consecutive year. For more information, please visit **************** Our office is located in Irving, Texas (Las Colinas). This position will have the following consideration: Hybrid: In office, currently Monday-Tuesday-Wednesday each week, with the option to work from home on Thursday and Friday. Job Description: This position is responsible for providing internal sales effort, phone coverage, and working closely with American Beacon's "external" wholesalers to pro-actively solicit business. The Internal Wholesaler must have comprehensive knowledge of the firm's investment products and marketing campaigns. Responsibilities Initiate and/or follow up on sales calls Provide intermediaries with sales ideas Identify new sales opportunities Provides External Wholesalers with telephone coverage and sales effort Help launch new products Answer product questions Provide performance data Requirements Bachelor's degree, preferably in investment management, finance, business, or related field Three or more years of experience in an investment management or related business In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies Strong interpersonal, presentation, oral and written communication skills Planning organization, analytical and technical skills Series 7 & 63 required; CIMA preferred #LI-Hybrid Job Posted by ApplicantPro
    $33k-51k yearly est. 32d ago
  • Sales Professional For Work From Home With Flexible Hours

    Asurea Insurance Services 4.6company rating

    Remote job

    Sales Professional For Work From Home With Flexible Hours Must be authorized to work in the US no work visas offered at this time Organization Description At the Jimenez Agency our philosophy is about doing what you love with those you love making a difference being fairly compensated and having time left over to pursue other passions We are currently hiring professionals and entrepreneurs who can provide specialized guidance and advice for clients in the areas of investment and insurance No experience is necessary as training will be provided The Jimenez Agency is seeking to hire individuals who are self starters looking to develop a strong sales career and manage their own business The Jimenez Agencys commission structure is aggressive and includes a proprietary digital platform that serves up warm leads while virtually eliminating the need for calling Open remote positions include entry level and experienced insurance salespart time as well as full time The ideal candidate is seeking a rewarding career doing what they love being compensated fairly and working alongside teammates who are more like family all while making a difference and having time to pursue other passions Job Details A 100 remote work environment Create a worklife balance with an importance placed on family Rewarding work environment by helping clients future Pre qualified leads A warm lead generation system that puts you in front of qualified buyers and eliminates cold calling Commission only position First class training with earning potential of 100k 300k per year The opportunity to create passive income within a proven sales system The chance to cultivate leadership qualities and achieve a higher level of personal growth A supportive fun and engaging environment as well as a unique and positive company culture where leaders lead with their heart Daily monthly and quarterly incentives Ongoing training and coaching provided by the top agents in the business Exciting advancement opportunities available for high achievers Responsibilities Promote the insurance agency to clients who need insurance Network with potential customers Educate customers on each type of insurance coverage then develop and calculate suitable plans based on clients needs Evaluate current insurance policies and recommend additional coverage when needed Maintain all insurance documents in a confidential way Resolve client inquiries and provide excellent customer service Learn and then comply with insurance standards and regulations Regularly track and identify areas of improvement and set goals Ability and capacity to understand various products from multiple carriers to help consumers make the best decision for their future Qualifications Self motivated with an excellent work ethic and desire to help others The ideal candidate is optimistic capable and willing to learn new skills and learn from others Excellent written and verbal communication skills is an integral to successful sales and relationship building Time management prioritization and multitasking are crucial The ideal candidate will be comfortable working remotely and managing a daily schedule The Jimenez Agency No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work SFG0007331
    $69k-96k yearly est. 60d+ ago
  • Internal Wholesaler - Market Sale Partner

    Blackrock 4.4company rating

    Remote job

    About this role Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. Role Description Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with strong passion for engaging with Financial Advisors to identify, develop, partner on and own client relationships. Market Sales Partner (Internal Wholesaler): This role partners with our Market Leader/External Wholesaler to build relationships with clients in an assigned territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial Advisors, collaborate with other sales professionals to develop deep relationships. Further, they will be expected to partner with Market Leaders to drive results and have working knowledge across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds, SMA, Alternatives, Models). Primary Responsibilities: Develop deep relationships across all aspects of an advisor's business Deliver fiduciary and investment insights through portfolio construction conversations Provide support to regional sales teams including scheduling meetings with clients, pre-meeting preparation for client meetings and client follow up, coordinated territory coverage, promotion of specific product or marketing campaigns and assist with problem resolution strategies and effectively communicate resolution updates. Maintain and develop knowledge of BlackRock products, market views, marketing sales strategies, technologies, and applications to fully support and service the FAs with all inquiries. Be consultative business partners to help advisors navigate markets, portfolios, business issues, etc. Embrace the firm's commitment to the client experience and exceed client expectations Partner and collaborate with colleagues across the organization to deliver all of BlackRock's resources and solutions to clients Qualifications: BA/BS degree or equivalent experience required SIE, Series 7 & 66 a must High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone and in person. Demonstrates being a “Student of the Market” while understanding and ability to learn various investment solutions within fixed income, derivatives, alternatives, equities, etc. Strong ability to communicate complex information in simplistic terms Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships. Outstanding verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations. Strong organizational skills with ability to multitask and work under tight time constraints Desire to have a “Sales as a Destination” career with upward mobility in client facing sales roles. Ability to work in team environment while being a driven self-starter For San Francisco, CA Only the salary range for this position is USD$85,000.00 - USD$90,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Chicago, IL and Atlanta, GA Only the salary range for this position is USD$85,000.00 - USD$90,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $85k-90k yearly Auto-Apply 8d ago
  • Account Executive, Outside Sales

    St.6 Partners

    Remote job

    Account Executive, Outside Sales Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today's complex global markets with clarity and confidence. Backed by Insight Partners, we're building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by a culture of disciplined execution, humility, and curiosity - where AI is at the core of how we operate, innovate, and serve clients. At Solovis, you'll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide. The Account Executive, Outside Sales reports to the RVP, Outside Sales, and is responsible for selling our products and services, in an assigned geographic territory within the medium and large enterprise market. You will be responsible for cultivating and nurturing sales opportunities while achieving quarterly sales objectives associated with the sale of our software and associated services. AEs are accountable for proactive prospecting as well as qualifying and pursuing marketing-generated and BDR-qualified leads. This is a hunting role that requires mastery of the entire sales cycle, including developing relationships at all levels within our prospective customers businesses. You will be responsible for understanding our product offerings and competitive landscape and identifying new business opportunities by creating and implementing territory sales campaigns. Oversee the entire sales cycle to optimize pipeline conversion, ensuring effective progression from initial contact to deal closure. Implement advanced sales methodologies and qualification frameworks to increase deal conversions and win rates effectively Direct and optimize the sales pipeline to maintain robust coverage ratios and achieve a conversion rate exceeding 30%. Effectively present and promote the company's value proposition and product portfolio to stakeholders and potential customers to drive engagement and sales Manage the sales pipeline efficiently and provide accurate sales forecasts, supporting effective planning and driving predictable growth Key Competencies Working knowledge and operational application of the one or more of the following sales qualification, value selling and/or storytelling approaches: Challenger Selling, RAIN selling, CVI, MEDDPICC and The Story Brand Shown success in driving pipeline and lead conversion that results in 25%+ competitive win rates within opportunities ranging from the mid-$10Ks to low-$1Ms Strong business acumen, track record of building successful sales habits, perseverance, integrity and emotional intelligence Passion for selling, teaming, natural curiosity, sense of urgency, assertiveness and a driven performance improvement orientation Proven ability to work around market, product and organization constraints to achieve success Proficiency using marketing automation, outbound calling, CRM and forecasting technology to manage your daily, weekly, monthly and quarterly sales activities A big motor with the ability to work in a fast-paced, full-contact and growth-oriented sales organization Requirements 5+ years experience in B2B sales in complex environment Bachelor's degree in Business Administration or similar Fully remote Travel requirement: 50-75% Experience using MEDDIC/MEDDPIC and value-based selling frameworks (e.g., Challenger, Solution Selling, StoryBrand, Force Management) Proven ability to engage and influence C-level executives, with deep knowledge of product and services portfolios and a disciplined, outcomes-driven approach. Job Description Account Executive, Outside Sales Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today's complex global markets with clarity and confidence. Backed by Insight Partners, we're building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by a culture of disciplined execution, humility, and curiosity - where AI is at the core of how we operate, innovate, and serve clients. At Solovis, you'll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide. The Account Executive, Outside Sales reports to the RVP, Outside Sales, and is responsible for selling our products and services, in an assigned geographic territory within the medium and large enterprise market. You will be responsible for cultivating and nurturing sales opportunities while achieving quarterly sales objectives associated with the sale of our software and associated services. AEs are accountable for proactive prospecting as well as qualifying and pursuing marketing-generated and BDR-qualified leads. This is a hunting role that requires mastery of the entire sales cycle, including developing relationships at all levels within our prospective customers businesses. You will be responsible for understanding our product offerings and competitive landscape and identifying new business opportunities by creating and implementing territory sales campaigns. Key Responsibilities Oversee the entire sales cycle to optimize pipeline conversion, ensuring effective progression from initial contact to deal closure. Implement advanced sales methodologies and qualification frameworks to increase deal conversions and win rates effectively Direct and optimize the sales pipeline to maintain robust coverage ratios and achieve a conversion rate exceeding 30%. Effectively present and promote the company's value proposition and product portfolio to stakeholders and potential customers to drive engagement and sales Manage the sales pipeline efficiently and provide accurate sales forecasts, supporting effective planning and driving predictable growth Key Competencies Working knowledge and operational application of the one or more of the following sales qualification, value selling and/or storytelling approaches: Challenger Selling, RAIN selling, CVI, MEDDPICC and The Story Brand Shown success in driving pipeline and lead conversion that results in 25%+ competitive win rates within opportunities ranging from the mid-$10Ks to low-$1Ms Strong business acumen, track record of building successful sales habits, perseverance, integrity and emotional intelligence Passion for selling, teaming, natural curiosity, sense of urgency, assertiveness and a driven performance improvement orientation Proven ability to work around market, product and organization constraints to achieve success Proficiency using marketing automation, outbound calling, CRM and forecasting technology to manage your daily, weekly, monthly and quarterly sales activities A big motor with the ability to work in a fast-paced, full-contact and growth-oriented sales organization Requirements 5+ years experience in B2B sales in complex environment Bachelor's degree in Business Administration or similar Fully remote Travel requirement: 50-75% Experience using MEDDIC/MEDDPIC and value-based selling frameworks (e.g., Challenger, Solution Selling, StoryBrand, Force Management) Proven ability to engage and influence C-level executives, with deep knowledge of product and services portfolios and a disciplined, outcomes-driven approach.
    $62k-89k yearly est. 11d ago
  • Major Accounts Sales Representative

    Adpcareers

    Remote job

    ADP is hiring a Sales Representative, Major Accounts. Are you ready to control your financial future with unlimited upside earnings potential? Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance? Are you looking for continuous learning and the opportunity to invest in yourself? If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself. In this role, you will sell human resources technology within a designated geographic territory to cultivate new business opportunities and drive strategic discussions around Human Capital Management (HCM) initiatives for companies with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales pipeline. ADP is here to support you and your goals with continuous sales training and the latest technology to set you up for success as you manage your book of business. You'll spend most of your time doing what you do best -- selling in the field. But that's not all. You'll also document and manage multiple sales cycles, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP, watch here: http://adp.careers/Sales_Videos What you'll do: Responsibilities Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. Deepen Relationships Across the ADP Family. In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Required Qualifications Proven Winner. You have an impressive track record of closing sales, winning clients, and managing a territory. Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone. Confidently Fearless. You embrace opportunities, take risks, and challenge the status quo. Entrepreneurial Spirit. You're a natural leader, resourceful, thrive under pressure, and bounce back quickly. Trusted Advisor. You build relationships, live integrity, and deliver on promises...every time. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: Two+ years of quota-carrying, outside business-to-business sales experience Three+ years of relevant experience in HCM, technology, business equipment, uniform, or software sales. Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a "never lose" mentality will help you build team and client relationships, identify solutions, and achieve success.
    $32k-50k yearly est. 14h ago
  • Private Client Sales Professional, Southeast U.S.

    Graham Capital Management 4.6company rating

    Remote job

    Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies. The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them. Description Graham Capital Management, L.P. is seeking a Private Client Sales Professional to join our Private Client Group (“PCG”) within our Investor Services department. The PCG is responsible for marketing quantitative and discretionary macro investment strategies to private wealth platforms. This role will specifically provide coverage for distribution channels including wire houses, RIAs, multifamily offices, and family offices in the Southeast United States. Responsibilities Pursue new client relationships and maintain current relationships with wire houses, RIAs, multifamily offices, and family offices in the southeast United States. Current relationships include the wire houses Wells Fargo, Morgan Stanley, UBS, and BAML, and the RIA Rockefeller Capital. Explain the firm's investment strategies, fund performance, and market outlook with a high degree of technical proficiency. Identify areas of new client interest, including potential product offerings to meet specific client portfolio needs. Collaborate with senior members of the Private Client Group and senior management on product development and overall marketing strategy. Requirements Bachelor's degree and 5+ years relevant experience in the private wealth alternatives space. Proven track record of success in developing a robust pipeline of prospective investors, raising assets, and maintaining client relationships. Ability to explain complex strategies to a broad audience including financial advisors, product specialists, individual investors, and colleagues within the firm. Passion for markets, particularly macro strategies. Demonstrated ability to work collaboratively, both internally and externally Ability to work independently remotely. Domestic travel required. Series 3 and NFA swaps proficiency required (may take exams after hire date). The ideal candidate would work remote out of West Palm Beach, Florida, or another South Florida location. Base Salary Range The anticipated salary range for this position is $150,000 to $300,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future. In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs. Notes: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law. Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.
    $53k-93k yearly est. Auto-Apply 1d ago
  • Sales & Technical Professional for Concrete Block Admixture

    Global 4.1company rating

    Remote job

    Euclid Chemical is a fully owned subsidiary of RPM International (NYSE: RPM), one of the world's largest coatings companies. With over 110 years of experience, we provide innovative solutions to the construction and restoration markets through our extensive range of treatments, sealants, coatings, sealers, and decorative products. Recognized as a 2024 NE Ohio Top Workplace by Energage, Euclid Chemical prides itself on fostering a people-first culture that values collaboration, respect, and growth. Summary: We are seeking a highly motivated Sales and Technical Specialist to promote and sell concrete block admixtures within the construction sector. This is a remote opportunity, ideal for an individual who thrives on combining technical knowledge of concrete admixtures with strong sales skills. This role requires understanding both the technical aspects of the products and the needs of the clients to deliver tailored solutions. Key Responsibilities: Sales & Business Development: Identify and develop new business opportunities in the concrete block industry. Manage key customer accounts and build long-term relationships. Provide product demonstrations, technical advice, and training to clients on the use and benefits of admixtures. Prepare and present product proposals and negotiate contracts. Meet or exceed sales targets and KPIs. Conduct market research to identify new trends, customer needs, and competitor activities. Technical Support: Offer technical assistance to clients in selecting the right admixture products for their concrete block needs. Troubleshoot and resolve technical issues related to the application of concrete admixtures. Work closely with R&D and product development teams to provide feedback from customers and tailor product offerings. Provide training to customers on the proper handling, mixing, and application of admixtures. Support the marketing team by contributing to product-related content, including technical brochures and case studies. Qualifications: Bachelor's degree in Civil Engineering, Construction Management, Chemistry, or a related field. Proven experience (3+ years) in sales or technical support within the construction materials industry, preferably with concrete admixtures or similar products. Strong understanding of the manufactured concrete (block, pavers and mcp) process and the role of admixtures. Excellent communication and presentation skills. Ability to work independently and as part of a team. Strong analytical, problem-solving, and negotiation skills. Knowledge of construction codes, regulations, and industry trends is a plus. Preferred Skills: Experience with customer relationship management (CRM) tools. Technical certifications in concrete technology or related fields. Multilingual capabilities are a plus. Euclid Chemical offers an attractive package for full time personnel, company benefits include but are not limited to: Competitive annual salary plus monthly commissions Comprehensive Benefits: Medical, dental, and vision coverage Life and disability insurance (short-term/long-term) Parental Leave 401(k) plan with company match Defined benefit pension plan Employee Stock Purchase Plan Vacation and holiday time Company vehicle or car allowance
    $83k-129k yearly est. Auto-Apply 60d+ ago
  • Outside Sales Executive - POS

    Global Payment Holding Company

    Remote job

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. Job Summary As an Outside Sales Executive, POS, you'll be responsible for prospecting, presenting, and closing sales of Genius and related Global Payments technology solutions to small and mid-sized merchants across restaurant, retail, and service industries. You'll manage the full sales cycle-from lead generation and outreach to conducting in-person and virtual product demos and finalizing contracts-within a fast-moving, high-energy environment. You'll collaborate closely with your District Manager and receive ongoing coaching and mentorship from leadership to help you succeed. Your mission: help business owners modernize their operations, improve customer experiences, and drive growth through innovative POS and payment technology. Key Responsibilities Sell Genius POS and Global Payments solutions to small and mid-sized merchants. Prospect new clients through networking, referrals, and community partnerships. Conduct engaging product presentations and live demos showcasing how Genius simplifies payment processing, inventory management, and customer engagement. Partner with your District Manager to set appointments, identify opportunities, and close deals within a short sales cycle. Maintain accurate client records and pipeline activity in Atlas and Salesforce CRM systems. Upsell and cross-sell existing clients on additional Global Payments services. Stay up to date on POS and fintech industry trends to position yourself as a trusted advisor. Participate in weekly team meetings and one-on-one coaching sessions with leadership. Desired Skills & Capabilities Excellent communication, presentation, and networking skills. Self-motivated, results-driven “hunter” mindset. Strong organizational skills and ability to manage a fast-paced pipeline. Professional demeanor and integrity when working with clients and teammates. Enjoys face-to-face relationship building with business owners. Experience in restaurant and/or retail environments is a plus. Minimum Qualifications 18 years of age or older. Valid driver's license with ability to travel locally up to 75% of the time. Must reside within the area of the job posting. Background check and drug screening required per company policy. Preferred Qualifications High school diploma or GED (college degree preferred). Two or more years of B2B, SaaS, or POS sales experience. Compensation Base Salary: $40,000 Residual Income: Keep earning monthly from your closed accounts. Bonuses: Monthly and quarterly incentives for exceeding sales goals. On-Target Earnings (OTE): $100,000+ Your earnings grow with your results-the more you sell, the more you earn. Benefits Global Payments offers a comprehensive benefits package, including: Medical, dental, and vision coverage Paid time off and recognition programs Retirement and investment options Employee assistance and wellness programs Charitable gift matching and worldwide Days of Service Learn more at Global Payments Benefits. Our Culture At Global Payments, we stand against racism, intolerance, and injustice in all forms. We celebrate diversity and believe inclusion makes us stronger. Global Payments is an equal opportunity employer. We welcome applicants from all backgrounds and experiences. Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #Remote Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
    $40k-100k yearly Auto-Apply 54d ago
  • Major Accounts Sales Representative

    Alarm Detection Systems

    Remote job

    The Major Account Sales Representative is responsible for generating growth by identifying and developing key commercial accounts. This role includes prospecting, conducting on-site consultations, and delivering tailored security solutions such as alarm systems, video surveillance, access control, and fire detection. The representative will build strong client relationships, drive customer satisfaction, and consistently achieve sales quotas through effective pipeline development, and collaboration with internal teams. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Alarm Detection Systems is an EEO employer. What We Offer Sales Representatives: Base salary: $40,000- $50,000 annually Uncapped commission structure: Your earnings grow with your performancethere is no ceiling! On-target earnings (OTE): $60,000$75,000 in your first year, with significant growth potential beyond Year 1 Bonus incentives Presidents Club opportunities: Earn exclusive recognition, rewards, and elite status for top-tier performance All-expense paid sales trip: Top performers are rewarded with a fully paid annual sales incentive trip Ability and flexibility to work from home Mileage reimbursement: For local travel to customer appointments Company-provided technology: Includes a cell phone and laptop for your daily operations Continuous development: Access to ongoing virtual training and resources Career growth: As you build your book of business, you'll unlock higher commissions and advancement opportunities Essential Functions and Responsibilities: Identify and develop new key and major accounts opportunities through cold calling, prospecting, networking, and referrals. Conduct professional sales calls and assess prospect facilities for appropriate product and service applications. Achieve or exceed monthly sales metrics and quotas. Build long-term strategic relationships with decision-makers and stakeholders across client organizations. Deliver compelling sales presentations and proposals that win new business and expand the companys presence in the marketplace. Leverage industry knowledge and customer insights to identify opportunities for upselling additional products and services at the point of sale. Build and manage a pipeline of potential commercial major accounts. Serve as the primary driver of new client acquisition, presenting security solutions to decision-makers and influencers. Prepare and deliver impactful sales presentations and proposals tailored to each account. Generate quotes, proposals, and contracts following company guidelines to present to potential customers. Negotiate pricing and contract terms with key stakeholders, ensuring mutually beneficial agreements. Educate prospects on alarm systems, video surveillance, access control, fire detection, and other security solutions. Follow up on leads, proposals, and past clients to maximize sales opportunities. Conduct on-site consultations to assess customer security needs. Recommend appropriate security solutions based on customer needs and budget. Collaborate with internal teams (operations, service, product, etc.) to ensure seamless implementation and support for client needs. Maintain detailed records of customer interactions, sales activity, pipeline development, and forecasts within CRM systems. Consistently follow up on leads, referrals, and past prospects to generate new opportunities and maximize sales potential. Develop and execute account plans that support client objectives while maximizing revenue potential. Provide market and customer feedback to leadership for continuous improvement of products and services. Obtain necessary approvals for special pricing or customized solutions. Maintain complete pricing for all jobs quoted on the company network. Attend all sales meetings, training, and company events. Actively build and maintain a strong professional network to generate leads, foster partnerships, and stay informed on industry trends, representing the company with professionalism at events, meetings, and community functions. Prepare necessary paperwork to ensure proper and professional job installations. Must be able to gain access to commercial or residential buildings to assess the customers needs and requirements. Must be able to drive a reliable vehicle for transportation to and from prospect and customer locations throughout the company territory. Must be punctual and adhere to attendance standards. Adhere to all company policies and procedures. Other duties as assigned by management. Education/Experience: High School Diploma or equivalent is required. Bachelors Degree in Business Administration, Professional Sales, Marketing, or a related field is preferred. Minimum of 5 + years of business-to-business, commercial sales, or other related sales experience is required. Experience in solutions-based selling is required. Demonstrated track record of personally achieving $1 million + in sales revenue. Alarm industry experience is highly preferred. Knowledge/Skills/Abilities: Ability to clearly communicate ideas, objectives, and concepts to diverse audiences. Ability to initiate contact with potential clients through cold calling and convert initial interest into meaningful sales opportunities. Strong communication, negotiation, and presentation abilities. Organization, time management, and attention to detail. Ability to build and manage a pipeline of clients while maintaining relationships. Ability to cultivate and grow a strong referral network. Analytical problem-solving to assess client needs and recommend solutions. Self-motivated, enthusiastic, and results-driven. Organization, time management, and attention to detail. Work independently and collaboratively to drive sales and project execution. Strong time management and organizational skills. Professional appearance and demeanor. Proficiency in Microsoft Office. Experience using CRM tools. Ability to travel within the company territory for prospecting, consultations, and client meetings. Strong understanding of hunting sales strategies, with emphasis on customer lifetime value. Proven ability to drive growth within long-term account relationships. Self-motivated with high personal accountability and business acumen. Ability to communicate in English, Bi-lingual capabilities a plus. Licenses/Certifications: Must be able to obtain a Permanent Employee Registration Card from the State of Illinois Department of Financial and Professional Regulation (Illinois employees only). Maintain a drivers license, maintain an insurable driving record, and be capable of driving on company assignments. Work Environment: The work environment for the Senior Sales Representative can be in any commercial or residential setting and includes the ADS office environment. Must be prepared to work and drive in all types of weather conditions. The work environment characteristics described here represent those employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Alarm Detection Systems, Inc. maintains a quiet, non-smoking office environment. Physical Demands: The physical demands described here represent those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sitting Stand Walking Climbing Stooping Kneeling Fine Dexterity Talking Hearing Vision Color Vision Ability to climb ladders Walk great distances Driving in all weather conditions Bend, stoop, and balance in awkward locations such as attics or crawl spaces to survey a customer location Company Benefits: Alarm Detection Systems offers a comprehensive benefits package designed to support the health, well-being, and financial future of our employees: Medical Insurance with multiple plan options Dental Insurance Vision Insurance Life Insurance Opportunity for an all-expense paid sales trip Uncapped commission plan Ability and flexibility to work from home Structured Paid Training Mileage Reimbursement Paid Parental Leave Disability Coverage: Employer-paid Short-Term Disability Optional Long-Term Disability 401(k) Plan with tiered employer match Paid Time Off (PTO) starting at 3 weeks per year for employees Paid Holidays: 8 recognized holidays annually Employee & Friends/Family Discounts on security systems and monitoring services Company Cell Phone Company Laptop Pet Insurance Discount Employee Assistance Program (EAP) Tuition Reimbursement Company-sponsored events (friends and family welcome!) Continuous professional development opportunities A fun, positive, and high-energy work environment #SR25
    $40k-50k yearly 8d ago
  • Regional Outside Sales Executive - REMOTE Position!

    Library Systems & Services 4.5company rating

    Remote job

    Full-time Description The Regional Outside Sales Executive generates new leads and business opportunities through face-to-face interactions and presentations while maintaining relationships with existing clients. This involves providing clients with account updates, product information, and other support. Identify decision makers, influencers, and stakeholders, assess complex situations, understand potentially complex political or community issues, and create solutions. Build account plans around a portfolio of regional accounts, maintain a constant contact system, and document in the Customer Relationship Management System (CRM). PRIMARY RESPONSIBILITIES Build awareness around the LS&S Brand. Build a portfolio of target accounts, build relationships, and maintain a constant contact program. Engage in active opportunity pursuits. Run outbound call prospecting campaigns. Work closely and coordinate with marketing and sales resources. Regularly track activity in CRM. Build relationships within the municipal government ecosystem. Work closely and coordinate with marketing and direct sales teams. Developing and maintaining relationships with customers. Understanding customer needs and providing solutions. Generating new sales through prospecting and leading follow-up. Managing a sales territory, assigned account base, or event-based sales pipeline. Achieving monthly, quarterly, and annual sales targets. Conversing with potential clients at conventions and events to close deals. Giving in-person presentations and demonstrations to potential clients. Demonstrate a strong understanding of your product or service and match it to the client's needs. Other duties as assigned. Requirements JOB REQUIREMENTS Bachelor's degree required. 3-5 years of sales experience in government sales, relevant industry, or outsourcing is required. Experience is required for CRM systems, preferably Salesforce. Thorough knowledge of strategic selling. Strong sense of accountability and discipline. Strong communicator and a highly competitive teammate. Risk-taker and willingness to accept rejection. High cognitive ability in assessment, possessing a creative mindset, a strategic thinker, ability to quickly bond with prospects, control the sales cycle, thoroughly and rapidly qualify and close opportunities. Process-oriented and organized with the ability to manage multiple, diverse projects. Ability to work independently and be a self-starter. Proven writing ability in conjunction with excellent presentation skills. Travel is required, and attendance at trade shows. Must be willing and able to set up and take down a trade show display (25-35 lbs.). Location Limitations - Please note at this time, we are only accepting applications from candidates based in the following states: AZ,CA,DC,FL,GA,IL,IN,KS,KY,MA,MD,ME,MI,MN,MO,NC,NM,OK,SC,TN,TX,UT,VA,WI Salary Description $85,000 - $90,000 plus commission.
    $85k-90k yearly 60d+ ago
  • Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) - San Francisco

    T. Rowe Price 4.5company rating

    Remote job

    External Description: If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization! As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: Build and manage relationships with a targeted audience of financial advisors. Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs. Refer advisors to your external partner as appropriate, ensuring a seamless client experience. Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach. Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets-sharing accountability for overall territory success. Responsibilities Relationship Management: Partner with external sales counterpart to optimize client coverage within the territory. Deepen existing relationships and strategically prospect for new ones to elevate the firm's brand awareness, build client loyalty, and grow product distribution. Business Development: Identify and develop new business opportunities collaboratively with your territory partner. Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process. Territory Management: Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory. Document territory sales measurements and progress toward goals; assist in developing and executing territory plans. Sales Support & Follow-Up: Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings. Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management. Travel & Client Engagement: Attend periodic conferences to represent the firm and generate leads. Participate in occasional joint travel with your external partner. CRM Management: Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system Provide proactive ideas for process improvement to optimize sales efficiency. Qualifications Required: Bachelor's degree or equivalent combination of education and experience. FINRA Series 7 and 66 (or ability to obtain within 3 months of hire). 3+ years of relevant experience in financial services, sales, or relationship management. Strong consultative, client service, and relationship-building skills. Excellent communication and presentation abilities. Preferred: High attention to detail and proficiency in CRM systems (ideally Salesforce). Proven success using a consultative sales process. Ability to adapt to a fast-paced, evolving environment. Passion for staying current on economic and market trends. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) - San Francisco Company Profile: Location_formattedLocationLong: California, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $43k-57k yearly est. 9d ago
  • Remote Sales Professional

    Globe Life Ail 4.6company rating

    Remote job

    Now Hiring: Entry-Level to Experienced Life Insurance Agents Remote | Flexible Schedule | Training Provided We're expanding and looking for motivated, coachable individuals to join our growing life insurance team. This is an opportunity to build a long-term career, earn uncapped income, and make a real impact by protecting families. The Fisher Organization is actively seeking ambitious, self-driven individuals to join our Sales & Leadership Development track. This is a performance-based opportunity with a clear path to leadership-ideal for those seeking to grow quickly based on effort and results, rather than tenure. We proudly represent the American Income Division of Globe Life, one of the most respected providers of supplemental benefits in North America. Through exclusive partnerships with unions, credit associations, and affinity groups, we deliver no-cost and optional benefits to working families who have specifically requested coverage. As a regional leader based in New England, the Fisher Organization is committed to high standards of service, mentorship, and career development. Our mission is simple: protect families and build futures-for clients and team members alike. What You'll Do • Meet with families virtually or in person to review life insurance & benefit options • Educate clients on no-cost benefits, wills, and family protection • Help families make informed financial decisions • Follow up with warm leads (no cold door-knocking) • Learn sales, leadership, and business development skills • Advance into leadership and management roles (optional) ⸻ What We Provide • Comprehensive training & mentorship (no experience required) • Warm leads from unions, associations, and community programs • Remote & flexible scheduling • Fast-track advancement opportunities • Weekly pay option + bonuses • Performance-based promotions (not seniority-based) ⸻ Compensation • Commission-based pay with bonuses • Average first-year agents: $60,000-$90,000+ • Top performers & leaders: six-figure income potential • Weekly pay structure ⸻ What We're Looking For • Coachable and motivated individuals • Strong communication skills • Self-disciplined and reliable • Desire for personal growth and financial independence • Sales experience is a plus (but not required) Must be able to obtain a life insurance license (We help guide you through the process) ⸻ Who This Is Great For • College graduates • Career changers • Former athletes • Stay-at-home parents re-entering the workforce • Veterans • Anyone seeking remote work + unlimited income
    $43k-54k yearly est. Auto-Apply 27d ago

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