Internal Wholesaler
1 week ago
Internal WholesalerThe Internal Wholesaler is responsible for partnering with a Regional Sales Director to drive sales and grow market share in a defined geographic territory. The Internal Wholesaler position is an opportunity for a motivated and ambitious individual to develop a financial sales career.This role is based in our Boston office on a hybrid schedule - 4 days a week in-office, 1 day remote.ResponsibilitiesProactively consult with new and existing financial advisor clients via phone and email to strengthen relationships, identify cross-selling opportunities, and cultivate new businessPartner with Regional Sales Director to implement and execute the territory marketing and sales planEffectively segment and target calling efforts to develop strong relationships and generate new salesEffectively communicate detailed investment philosophies and processes to a sophisticated client baseIdentify sales opportunities and financial advisor needs through probing questions, presenting potential solutions and asking for appropriate actionConsistently follow up on outstanding opportunities to advance the sales cycle and deepen existing relationshipsServe as a trusted resource for our clients, representing GW&K with professionalism and expertiseAssist in coordinating appointments and meetings for Regional Sales DirectorQualificationsUndergraduate degree preferably in finance, business, or economics1-3 years sales experience within financial servicesSeries 6 (or 7) & 63 (or 66) requiredWorking knowledge of the financial markets, knowledge of the fixed income markets strongly preferredExcellent communication, presentation and listening skillsDemonstrated initiative and sales abilityAbility to work independently and collaborate in a team environmentStrong organizational and territory management skillsGW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
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Internal Wholesaler
2 weeks ago
Boston, United States Get It - Marketing Full timeInternal Wholesaler - Annuity DistributionThe OpportunityWe're building a dynamic team of Internal Wholesalers to drive annuity sales through third-party distributors. In this role, you'll have the opportunity to build and grow relationships within a dedicated territory, working with banks, credit unions, wirehouses, national and regional broker-dealers, and...
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Internal Wholesaler
2 weeks ago
Boston, United States Get It - Marketing Full timeInternal Wholesaler - Annuity DistributionThe OpportunityWe're building a dynamic team of Internal Wholesalers to drive annuity sales through third-party distributors. In this role, you'll focus on growing and strengthening relationships within a dedicated territory, working with banks, credit unions, wirehouses, national and regional broker-dealers, and...
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Sr. Internal Wholesaler, Wealth Management
2 weeks ago
Boston, United States Voya Financial Full timeInternal WholesalerTogether we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners, and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community...
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Boston, United States Boston Staffing Full timeMulti-Life Disability And Life Internal WholesalerWe are seeking a highly motivated and knowledgeable individual for the position of Multi-Life Disability and Life Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our multi-life disability and life insurance products. This position requires a deep...
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Internal Wholesaler
4 weeks ago
Boston, United States Boston Staffing Full timeWellington Management Internal Wholesaling RoleWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research...
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Internal Wholesaler
3 days ago
Boston, United States MassMutual Full timeThe Opportunity MassMutual Strategic Distributors (MMSD) is looking for a self-starting and partnership-oriented Life Internal Wholesaler to join our Internal Sales Desk. You will have a strong desire to broaden financial wellness and education to communities throughout the country.The TeamThe Internal Sales Desk at MassMutual Strategic Distributors works...
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Internal Wholesaler
5 days ago
Boston, Massachusetts, United States Wellington Management Full time $65,000 - $150,000 per yearAbout UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
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Sr. Internal Wholesaler, Wealth Management
4 days ago
Boston, MA, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
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Sr. Internal Wholesaler, Wealth Management
2 weeks ago
Boston, MA, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
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Sr. Internal Wholesaler, Wealth Management
2 weeks ago
Boston, MA, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
