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Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Our client is a Pacific NW wholesaler of water works, hydronic heating, and plumbing products with multiple locations. This strategic position is based out of our corporate headquarters in Tigard, OR. It is responsible for water works, HDPE/fusion and meter/utility sales and financial results, development and execution of our sales plans as well as our global water works strategy, recruiting team members, training and development curriculum and overseeing regional sales, meter/utility and HDPE/fusion sales managers.
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Requirements: 7+ years' experience working as an Investment Advisor or External Wholesaler or similar role & a strong track record of success in sales and bringing in new investment assets to the firm.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Our Regional Sales Consultant is responsible for supporting an external wholesaler in retaining and growing existing relationships as well as assisting in the development of strategies and business plans to win new client relationships.
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Our client is North America's largest manufacturer of equipment pads and a leading manufacturer and supplier of components and related products for multiple industries, including HVACR, electrical, consumer hardware retail, electrical utility, automotive retail, and pool and spa channel.
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Mervenne Bevrage is a family-owned beer wholesaler with over 70 years of service to the communities in our distribution area. Job DescriptionJob DescriptionMervenne Beverage has immediate openings for motivated, dependable, and energetic individuals who will deliver products to client sites.
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Our client’s reputation and market access are exactly what you would expect from a top wholesaler – what differentiates them is their culture and leadership. Job Description Our esteemed client, a leading wholesale insurance brokerage firm, is seeking a talented and eager Associate Broker or Broker to join their team.
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The Senior Investment Advisor will work closely with the Chief Investment Officer and Director of Investments to manage and support investment portfolios and client relationships. Lead external wholesaler relationships and represent the firm in a professional manner.
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Job DescriptionJob Description About the CompanyArdmore Home Design (AHD), founded in 2008, is a privately-owned manufacturer and wholesaler of luxury home dcor headquartered in eastern Los Angeles County.
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Job DescriptionJob DescriptionDescription:About the CompanyArdmore Home Design (AHD), founded in 2008, is a privately-owned manufacturer and wholesaler of luxury home dcor headquartered in eastern Los Angeles County.
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We are looking for a Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory.
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As an internal wholesaler, the Investment Consultant (IC) will work closely with external wholesalers to proactively market and solicit the firm’s cross-border fund offering to the Offshore broker-dealer and bank segments based in the US. The IC’s primary assigned territory is US-based Offshore advisors; however, the IC might periodically support inbound phone and email inquiries received directly from financial intermediaries based in Central and South America.
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Work closely with the New Business and Underwriting teams on trouble shooting new business, commission, underwriting, licensing, and client service issues that have been escalated from account, RSD, or Regional Wholesaler.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
$100,000 - $350,000 a yearFull-timeExpandUpdated 3 days ago
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