Internal Wholesaler Jobs in Georgia

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28 Georgia Internal Wholesaler jobs found on Monster.

Jobs 1 to 20 of 28
■ Minimum Education: Bachelor's degree in finance, accounting or a related field. ■ Minimum Experience: Four years of client service in an investment management or related business OR an equivalent combination of education and experience. ■ Required Knowledge, Skills, & Abilities: - In-depth understanding of the financial services / investment management industry. - Knowledge of industry related c...
Regional Vice President, Wholesale – Southeast An investment management company serving institutional investors, workplace retirement plans, financial intermediaries and their clients, Calvert Investments offers more than 40 equity, bond, cash, and asset allocation strategies, of which many feature integrated environmental, social, and governance research. By combining rigorous analysis with inde...
Raymond James Financial Inc Atlanta, GA
Description Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or...
■ Minimum Education: Bachelor's Degree in Business Administration, Finance, Economics, Marketing, or related field. ■ Minimum Experience: Six (6) years of combined sales and investment advisory experience within the financial services industry. ■ Required Knowledge, Skills, & Abilities: - Knowledge of investment services products, services, and operations. - Strong relationship management skills a...
UnitedHealth Group Inc. Atlanta, GA, 30301
The primary responsibilities of the Specialty Benefits Wholesaler are to work with the AE/SAE to promote specialty product sales and persistency in the marketplace. Special will be accountable for delivering the key account specialty sales goal for the assigned market and will be involved in external marketing and be a subject matter expert to promote specialty employer paid and voluntary products...
Lincoln Financial Group Atlanta, GA
About The Company Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by ov...
Sales Manager Job Description Title:Sales Manager Company:Boswell Oil Company Reports to:Owner, Robert Boswell III Job Objective: Responsible for developing and maintaining sales strategies to meet organizational objectives for a family run business with strong expansion and growth goals in the petroleum industry . Maintaining a strong relationship with our clients, suppliers and venders, the...
RESPONSIBILITIES:Reach or exceed assigned sales goalsImplement sales strategiesDevelop and execute a cold calling strategy to target prospectsMine existing and prospective clients for referral business both new and conversionEstablish and maintain good customer relations, with both internal and external customersConnect customers' business needs with ADP's and ADP's Alliance Partners Retirement Se...
Selling Paychex Retirement services 401(k) to larger clients, concentrating on plans with 50 or more employees. Partnering with Paychex Sales Organizations, Financial Advisors, Retirement Investment Advisors, and Retirement Plan Wholesalers to identify clients outside of Paychex who will utilize the Paychex Retirement Services products. Prospects to plans with 50 employees or more within Core, Co...
Paychex Atlanta, GA
Selling Paychex Retirement services 401(k) to larger clients, concentrating on plans with 50 or more employees. Partnering with Paychex Sales Organizations, Financial Advisors, Retirement Investment Advisors, and Retirement Plan Wholesalers to identify clients outside of Paychex who will utilize the Paychex Retirement Services products. Prospects to plans with 50 employees or more within Core, Co...
GENERAL SUMMARY In conjunction with the Director of Draft this position is responsible for developing and executing portfolio strategies to achieve the Annual Business Plan (ABP) for the Constellation Brands Beer division draft beer portfolio within the respective business unit of coverage. This individual will play a key role in maximizing the sales and distribution of the draft portfolio within...
ICG Risk and Control Manager, Private Wealth Management (Atlanta, GA)-W409218 Description Manage Envestnet relationship. Track open requests from field Manage NFS relationship Track Service Desk inquiry response time Manage Richmond operations relationship Make sure they respond Oversee relationship with STIS compliance Confirm that 15-20 periodic policies and procedures are performed Re...
High School Diploma or GED equivalent and 2 years experience in Sales and/or Marketing, either in a support of management role within the Consumer goods industry. 24 Month Experience 16 Years Education Preferred Skills Bachelor's Degree and 24 months expereince. Exposure and experience working in a 3 tier system is a plus. Job Description company job id -6308BRThe Sales Operations Coordinator...
Grade-10 POSITION SUMMARY: Provides analytic support for Channel leaders in shaping the direction CCNA takes in the marketplace against a respective Channel (Large Store, Small Store, or potential flex support for On-Premise). Key responsibilities include: Partner with Channel team providing analytics and insights in support of the development of medium to longer-term channel initiatives & pilo...
POSITION SUMMARY: Provides analytic support for Channel leaders in shaping the direction CCNA takes in the marketplace against a respective Channel (Large Store, Small Store, or potential flex support for On-Premise). Key responsibilities include: Partner with Channel team providing analytics and insights in support of the development of medium to longer-term channel initiatives & pilots which d...
Job Id: 188431 Company: S.P. Richards Full/Part Time: Full-Time Nearest Major Market: Atlanta, GA, US Job Description SUMMARY: Achieve key brand or category specific objectives through strategic planning and communication. These objectives include creating sales and marketing activities from conception to implementation within S.P. Richards’ traditional and non-traditional product marketing s...
Job Id: 188243 Company: S.P. Richards Full/Part Time: Full-Time Nearest Major Market: Atlanta, GA, US Job Description Assist in planning the scope and in determining project budget. Act in a management oversight role and as primary contact for vendor management. Provide technical and professional assistance/guidance in the overall execution of the project. Ensure successful execution of proje...
Job Id: 188202 Company: S.P. Richards Full/Part Time: Full-Time Nearest Major Market: Atlanta, GA, US Job Description The Web Application Developer II will be a pivotal member of the team that builds and integrates interactive, enterprise level web sites, and develops J2EE/Java/JavaScript application components, and services for both internal and customer facing sites. Will design, code, comp...
Lincoln Financial Group Atlanta, GA
About The Company Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by ov...
Required Qualifications * Minimum of 3-5 years of successful training delivery with proven ability to deliver complex insurance and financial products content. * Demonstrated competency in the delivery of sales, sales coaching and leadership development curriculum. * In-depth required product competency (Insurance and/or Annuity). * Demonstrable facility with, and knowledge of, adult learning prin...

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