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Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.
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Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler, to include coachability and sound business ethics; shows consistency among principles, values and behavior; builds trust with...
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Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler, to include coachability and sound business ethics; shows consistency among principles, values and behavior; builds trust with...
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The Columbus Life/Lafayette Life Insurance Company sales internship is a hands-on experience with various assignments within Columbus/Lafayette Life that includes internal sales, marketing, data research and technology. Responsibilities include working in our Salesforce customer relationship manager (CRM), competitive data analysis, running sales illustrations, and proactively following up on pending business. In addition, this associate will receive training in sales and marketing distribution, product development, and other areas within Columbus/Lafayette Life. Finally, as a part of Western & Southern Financial Group, this associate will be involved in larger internship activities, both virtual and on campus, to help them develop their skills and network across the Western & Southern...
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The VP, Senior Relationship Manager (VP, RM) is responsible for the strategic development, implementation, and maintenance of a comprehensive relationship management program for the largest and most complex base of Fort Washington Institutional clients and their corresponding consultants. The VP, RM builds and maintains executive-level relationships with CIOs, investment committees, and board members in order to retain business and grow third-party revenue through cross-selling of all Fort Washington investment strategies. The VP, RM is also responsible for investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. The position is responsible for growing third-party assets by proactively sourcing and pursuing new...
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The sales internship includes a hands-on experience with various assignments within Touchstone Investments that includes internal sales, marketing, data, research and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and competitive data analysis, and working within our institutional team on lead generation. In addition, this associate will receive training in sales and marketing distribution, product development and other areas of the Touchstone Fund Family. Finally, as a part of Western & Southern Financial Group, this associate will be involved in larger internship activities, both virtual and on campus, to help them develop their skills and network across the Western & Southern enterprise.
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Handles various projects, which could include analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. Has access to Western & Southern Financial Group (W&SFG) senior management. Generates and delivers a "final" PowerPoint presentation to senior management at the end of the internship period.
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A Brief Overview
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our...
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A Brief Overview
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our...
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Partners with Gerber Life Group Benefits medical stop loss and specialty lines underwriters to evaluate and select risk, monitor results, and develop/execute on strategies for continuous improvement in underwriting performance. Position is responsible for developing and strengthening relationships with distribution partners to effectively direct processes such as facultative reviews, among others, to ensure profitability targets are achieved.
Please note this position is located in Cincinnati, OH.
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Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. . Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.