External Wholesaler Resume Samples

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A Schamberger

Angelica

Schamberger

606 Granville Glen

Boston

+1 (555) 763 7965

606 Granville Glen

Boston

Phone

p +1 (555) 763 7965

Experience Experience

Los Angeles, CA

External Wholesaler

Los Angeles, CA

Graham, Morar and Flatley

Los Angeles, CA

External Wholesaler

Develop and maintain working relationships with Financial Advisors. Assist in the training of FAs on building their book of business
Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals
May participate as a speaker in seminars/training sessions of sales representatives, back office operations personnel, bank executives and potential policyholders
Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows
Responsible for marketing products and services to new or existing customers by conducting product and sales training for representatives, client senior management and back office operations personnel
Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing
Create and maintain working relationships with coordinators, FAs, and other key “gate keepers” to maintain access to FAs

Detroit, MI

External Annuities Wholesaler

Detroit, MI

Hessel and Sons

Detroit, MI

External Annuities Wholesaler

May assist with developing business plans, producer training, prospecting support, and point of sale work
Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)
Conduct meetings, seminars and training workshops to current and prospective representatives (including some weekends) to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
Conduct joint meetings with financial advisors and clients to educate and sell Annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients

present

Dallas, TX

Insurance External Wholesaler

Dallas, TX

Beatty and Sons

present

Dallas, TX

Insurance External Wholesaler

present

Assist in developing and implementing strategies designed to provide “best of class” marketing support and new sales ideas and concepts to Advisors
Conduct sales meetings & seminars with advisors and intermediaries to train them on Manulife products, service offerings and approved sales concepts, as well as assist them in developing sales opportunities with their client base
Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales related activities
Develop and execute an annual business development plan
Develop effective and professional working relationships with other Manulife field partners
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region

Education Education

Bachelor’s Degree in Integrity

Columbia University

Bachelor’s Degree in Integrity

Skills Skills

Represent the company in a highly professional manner
Preparing and delivering clear, convincing and professional sales presentations to small and large audiences
Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity
Strong financial services background
Excellent sales and platform skills to provide valued added services to clients
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Develop and maintain effective working relationships with team members, internal partners, and external parties
Broker/dealer operations
Experience training new brokers/employees
Communicate effectively verbally and in writing

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Third Party Distribution Sales External Wholesaler Resume Examples & Samples

Planning and conducting wholesale activities including training sessions for sales people of distributors and investment seminars for retail investors
Planning and implementing strategy for new product proposal and promotion for existing mandates
Co-working with Key Account team and Regional Bank team to raise assets
Creating easy-to-use materials for clients
Strong commitment for wholesale activities
3 - 5 years or more experience in the financial industry
Proactive with good interpersonal communication skills
Ability to handle multiple tasks simultaneously and work under pressure

External Wholesaler, Retail Resume Examples & Samples

Minimum 5 years mutual fund wholesaler experience with a successful sales record of mutual fund products required
Must have exceptional organizational and planning skills including time management in regards to managing a large geographical territory
Must be a team player with a positive attitude willing to proactively assist in growing the intermediary business for the firm
Ability to travel up to 80% of the time
Bachelor’s degree and relevant FINRA licenses required

External Wholesaler Resume Examples & Samples

Generate results and focus on increasing and retaining the firm’s assets
Work persistently towards mutually agreeable sales and activity goals
Demonstrate dedication to the company and colleagues’ success and contribute to the group
Adapt to change readily by trying new selling approaches, styles and new material in his/her territory
Exhibit in-depth knowledge on all funds and products, and have a high level of comfort in communicating this information to Financial Advisors and investors
Position and differentiate BlackRock and our products against competitor firms and their products
Converse knowledgeable with managers, top producers, and other key personnel in offices about the economy and portfolio management
Creatively assist Brokers/FAs in sourcing sales ideas
Present effectively in one-on-one, large groups and conferences
Develop and maintain working relationships with Financial Advisors. Assist in the training of FAs on building their book of business
Create and maintain working relationships with coordinators, FAs, and other key “gate keepers” to maintain access to FAs
Partner with branch and regional managers to help promote BlackRock Funds
Promote team morale and be open and helpful in working/training with other BlackRock employees
Listen to the needs of the FA and shareholder and respond to those needs with clear, concise answers that are understandable
Utilize assistance and coordinate with sales desk to augment efforts in the field
Read and interpret sales reports and other database information to dissect territory and enhance penetration levels
Maintain an accurate and current log of all activities and opportunities in relevant CRS system
Bachelor’s degree required (MBA, CIMA, CFP, CFA a plus)
5+ years as an experienced wholesaler
Strong financial services background
Demonstrated understanding of the equity and bond markets
Communicate effectively verbally and in writing
Excellent sales and platform skills to provide valued added services to clients
Series 7 & 66 is required
85% of travel is required
Experience training new brokers/employees

Mutual Fund External Wholesaler Resume Examples & Samples

Minimum 3-5 years of wholesaling or equivalent work experience
Series 7, 63, 65 or 66 license
Proven knowledge of investment products and strategies
Strong interpersonal communication and presentation skills
Agility to travel approximately 80% of time

Insurance Regional VP-external Wholesaler Resume Examples & Samples

Use software, including proprietary programs, to research advisor business and identify opportunities to offer RiverSource solutions. Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls
Complete required coursework in order to maintain compliant with state and federal regulations and licenses
Requires minimum 10 years of Insurance industry experience
5+ years successful direct selling experience
Series 6 or 7, 66 or 63 and State Insurance License Required

Regional VP / External Wholesaler Resume Examples & Samples

Representation of all products distributed and marketed by Columbia Threadneedle Investments. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives
In depth working knowledge and experience with mutual funds and separate accounts
Advanced degree (MBA) and/or CIMA or CFP designation

External Wholesaler Resume Examples & Samples

Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory
Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows
Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals
Presents sales activities at weekly wholesaling meetings
Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity
Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing
Manages expense account within allotted budget
Performs other duties and responsibilities as assigned
Fundamental concepts, principles and practices of the securities industry and asset management products
Broker/dealer operations
Identifying the needs of customers through effective questioning and listening techniques
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Preparing and delivering clear, convincing and professional sales presentations to small and large audiences
Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Analyzing business processes and identifying process improvement opportunities
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Represent the company in a highly professional manner
Organize, prioritize, and manage tasks and projects to complete work efficiently
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals
Develop and maintain effective working relationships with team members, internal partners, and external parties
Assimilate and prioritize strategies into operational guidelines
Work independently as well as collaboratively within a team environment
Establish clear directions and priorities

External Wholesaler, Wealth Sales Resume Examples & Samples

Achieve aggressive sales targets and annual production goals
Identify and pursue new relationships within the Financial Advisor network
Provide new ideas to advisors to help them develop business
Give advisor and investor seminars
Work collaboratively with the internal wholesaler and territory coordinator to develop new sales
Develop effective and professional working relationships with other Manulife field partners including representatives from Manulife Investments, Professional Services Team and key partners in all Business Units
Maintain agreed upon levels of face to face contact with the Advisors in the region and record daily activities using the current contact management system
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and Advisors
5+ years Investment Sales experience with extensive and thorough knowledge of Financial Services industry and capital markets
Participation in the sale of Investment Products through one or more of the following
Broker/Dealer network
Banks
In-depth knowledge of mutual fund products
Successful completion of IFIC mutual funds course or CSC
Entrepreneurial and highly organized

External Wholesaler Resume Examples & Samples

Responsible for building and maintaining relationships with Sub Advised Insurance and Mutual Fund providers and their financial advisors to generate assets within a specific territory
Build and execute Business Plan focusing on US Bank Trust Departments
Presents sales activities at bi-monthly institutional sales meetings
Maintains CRM on current and proposed sales activity
Bachelor’s Degree (B.A.) in Finance or related field and a minimum five (5) years of experience in the financial services industry

Insurance External Wholesaler Resume Examples & Samples

Proactively identify opportunities and activities to generate profitable business growth
Develop and execute an annual business development plan
Assist in developing and implementing strategies designed to provide “best of class” marketing support and new sales ideas and concepts to Advisors
Manage relationships with key advisors and intermediaries - including but not limited to proactive contact by providing product training, case consultation, joint field work, sales proposal design and point of sale assistance as required
Develop effective and professional working relationships with other Manulife field partners
Maintain agreed upon levels of face to face contact with the advisors in the region and record daily activities using the current contact management system
Conduct sales meetings & seminars with advisors and intermediaries to train them on Manulife products, service offerings and approved sales concepts, as well as assist them in developing sales opportunities with their client base
Develop and maintain the highest level of professional relationships with advisors and all other insurance partners and Head Office partners
Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations
Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales related activities
Previous industry sales experience
University Degree or equivalent industry education
Knowledge and expertise in personal and corporate taxation and financial planning
Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.)
Knowledge of regulatory issues impacting the sale of life insurance
In-depth knowledge of the sales process
Expert knowledge of Manulife individual insurance products and systems
Strong knowledge of marketing concept and product applications
Basic understanding of regulatory / legal environment and issues
Strong knowledge of competitive positioning
Business planning skills
Consulting and active listening skills
Facilitation and presentation skills
Self-motivated and strong self-management skills
Ability to develop, organize and deliver proposals, business cases, and estate analysis
Strong influencing and negotiation skills
High level of inter-personal and relationship building skills
Diplomacy and conflict management skills

Annuities External Wholesaler Resume Examples & Samples

Successful candidates will have demonstrated strong fixed and variable annuity product knowledge
A minimum 5 years experience in a front-line sales role
Strong sales and relationship management experience required
Demonstrated sales production with new and existing Financial Advisors is a plus
Knowledge of financial markets with experience in a financial services organization preferred
Understanding of how annuity products fit within the overall retirement planning landscape preferred
Analytical skills and excellent communication and presentation skills are a must
Series 6 or 7 and 63 and state Insurance licenses are required (Resident and/or non-resident as defined by territory)
BS/BA degree is preferred

External Wholesaler Pos-brighthouse Financial Resume Examples & Samples

High School diploma
5+ years sales experience wholesaling in life insurance industry (internal, external or combination)
Prior Point of Sale experience
State Variable Annuitiy license
NASD Series 6 or Series 7 and 63
Ability to work independently and to communicate clearly and concisely
Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale
Expected to maintain a thorough knowledge of existing, new and enhanced products

External Annuities Wholesaler Resume Examples & Samples

Responsible for building new and maintaining existing relationships with financial advisors in national broker dealers (BDs), regional BDs and independent BDs to increase revenue. Ensuring trust from the financial advisor is crucial for the successful execution of the job
Conduct joint meetings with financial advisors and clients to educate and sell Annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuity products
Conduct meetings, seminars and training workshops to current and prospective representatives (including some weekends) to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
Responsible for keeping financial advisors informed of rapidly changing products and service agreements
Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents
Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)
5+ years sales experience wholesaling in annuity insurance industry (internal, external or combination)
Bachelor’s Degree
Prior Point of Sale experience
Proven ability to build strong relationships
Proven ability to grow a territory as measured by sales and persistency of business
Ability to travel up to 75%
Life Insurance License
NASD Series 6 or Series 7 and Series 63
In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance
Ability to work independently and to communicate clearly and concisely
Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale
Excellent presentation skills, both in creation and delivery, to current and prospective clients
Expected to maintain a thorough knowledge of existing, new and enhanced products

External Life Wholesaler Resume Examples & Samples

Responsible for building new and maintaining existing relationships with financial advisors in national broker dealers (BDs), regional BDs and independent BDs to increase revenue from life insurance sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job
Conduct joint meetings with financial advisors and clients to educate and sell life insurance. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
Collaborate with financial advisors to include life insurance in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling life insurance products
Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
Responsible for keeping financial advisors informed of rapidly changing products and service agreements
Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents
Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)
Bachelor’s degree
Proven ability to build strong relationships
Prior Point of Sale experience
Ability to grow a territory as measured by sales
Ability to work independently and to communicate clearly and concisely
Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale
Excellent presentation skills, both in creation and delivery, to current and prospective clients
Expected to maintain a thorough knowledge of existing, new and enhanced products

External Annuities Wholesaler Resume Examples & Samples

Services independent agents, Broker/Dealers, Brokerage Firms, Financial Planners and/or Banks and the requirements of mid to large size accounts/territories
Drives annuity product sales within assigned accounts/territory
May assist with developing business plans, producer training, prospecting support, and point of sale work
May conduct product training and product sales seminars
Often develops new business opportunities and sales growth by initiating and maintaining strong relationships
Often identifies customer/client needs and available resources to support planned sales activity
Performs other duties as assigned or required
High School Diploma
Bachelor's degree preferred
5-7 years previous experience successfully selling/servicing related products
NASD Series 6 or 7 and 63 and state variable annuity license(s)

External Wholesaler, Wealth Management Resume Examples & Samples

Achieve aggressive sales targets and annual production goals
Identify and pursue new relationships within the Financial Advisor network
Provide new ideas to advisors to help them develop business
Give advisor and investor seminars
Work collaboratively with the internal wholesaler and territory coordinator to develop new sales
Develop effective and professional working relationships with other Manulife field partners including representatives from Manulife Investments, Professional Services Team and key partners in all Business Units
Maintain agreed upon levels of face to face contact with the Advisors in the region and record daily activities using the current contact management system
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and Advisors
5 years Investment Sales experience with extensive and thorough knowledge of Financial Services industry and capital markets
Participation in the sale of Investment Products through one or more of the following

External Wholesaler Resume Examples & Samples

Responsible for marketing products and services to new or existing customers by conducting product and sales training for representatives, client senior management and back office operations personnel
Identifies and coordinates the clients' training needs. Has continuous ongoing communication and cultivation of sales representatives and sales management in client organizations to ensure and facilitate sales of multiple products through calls and personal visits. May participate in joint sales work with customers
Participates in developing marketing strategy and tactical plans in support of achieving business plan objectives. Provides sales management information. Provides analysis and marketing/training assessment needs to support business plans of clients
Maintains customer database on attendance at all training sessions - whether one-on-one or in groups
Develops close working relationship with Internal Wholesaler to ensure timely and consistent communications with clients are met
May participate as a speaker in seminars/training sessions of sales representatives, back office operations personnel, bank executives and potential policyholders
May perform other duties as assigned
Bachelor's degree and at least 3 -5 years of experience in the financial services industry
Excellent verbal and written communication skills required
Must be thoroughly aware and knowledgeable of state regulations and laws regarding life and annuity products and be able to communicate intricacies simply to sales representatives
Proficiency in industry technology, including current computer software, e-mail, and database management from remote locations
Strong organizational skills to manage training needs of client institutions
Must hold life insurance licenses. Industry courses such as LUTC, CLU and/or ChFC designations preferred

External Annuities Wholesaler Resume Examples & Samples

Responsible for building new and maintaining existing relationships with financial advisors in national broker dealers (BDs), regional BDs and independent BDs to increase revenue from annuitysales. Ensuring trust from the financial advisor is crucial for the successful execution of the job
Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
5+ years sales experience wholesaling in the annuity industry (internal, external or combination)
NASD Series 6 or Series 7
Series 63

External Life Wholesaler Pos-brighthouse Financial Resume Examples & Samples

Responsible for building new and maintaining existing relationships with financial advisors in national broker dealers (BDs), regional BDs and independent BDs to increase revenue from life insurance sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job
Conduct joint meetings with financial advisors and clients to educate and sell life insurance. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
Collaborate with financial advisors to include life insurance in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling life insurance products
Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of MetLife’s products, describe our value proposition and present our products in the context of sales ideas
Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
Responsible for keeping financial advisors informed of rapidly changing products and service agreements
Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents
Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)
Proven ability to build strong relationships
Ability to grow a territory as measured by sales
Excellent presentation skills, both in creation and delivery, to current and prospective clients

External Wholesaler / Regional Sales Director Resume Examples & Samples

Experience wholesaling within the wirehouse channel, regional and independent broker dealers preferred
Must have experience selling liquid alternative mutual funds
Innovation-always looks for new ways of doing things internally and in the marketplace

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