Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
Produce sales results through high-volume outbound calls and emails.
Screen prospective clients and set appointments for financial advisors.
Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.
Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.
Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Sells 401(k) Retirement Plan Services full-service recordkeeping to small and mid-market clients with a focus on the most complex opportunities.
Develops sales pipeline through conferences, networking, and building consultant and sponsor relationships, managing all aspects of the sales cycle.
Provides strategic guidance and negotiates final terms, while staying current on industry trends and building effective internal relationships.
T. Rowe Price is a premier global asset management organization with over 85 years of experience, offering investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With over 2 million plan participants and $1.4 trillion in assets under management, the firm fosters a collaborative culture that respects differences and supports associates with resources and flexibility.
Connect with clients over phone and Zoom to help families find the right life insurance coverage.
Work warm inbound leads plus outbound opportunities to build income faster.
Manage your own schedule while hitting consistent daily production goals.
Meron Financial Agency helps families find life insurance coverage through a remote, performance-based career model. They are expanding their remote team and seek self-motivated agents to build a career from home with a proven system and warm leads.
Conduct virtual consultations with clients to assess their financial needs and provide tailored solutions.
Build lasting client relationships through consistent check-ins and follow-ups.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants is a third-party recruiter specializing in the financial services industry, helping candidates find roles that secure families' financial well-being. The company fosters a culture of flexibility, mentorship, and performance-based growth, with a focus on remote work and team collaboration.
Identify and develop potential clients through prospecting and cold outreach.
Own the full sales cycle, from prospecting to closing, providing consultative solutions.
Collaborate with leadership to research strategies for generating more revenue.
SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. It reaches over 59 million people monthly, has earned recognition on the Inc. 5000 and Deloitte Fast 500 lists, and is valued at over $1 billion.
Oversee sales and account management for one of Experian's largest strategic clients in financial services, payments, and technology.
Maintain C-level relationships, understand client industries and markets, and deliver sales presentations for Experian solutions.
Must be located in TX, NY, NJ, PA, or DE; requires 8+ years of sales experience with complex solutions and executive-level engagement.
Experian is a global data and technology company that powers opportunities for people and businesses using data, analytics, and software. With 23,300 employees across 32 countries and a FTSE 100 listing, we foster a culture focused on DEI, work/life balance, and innovation, earning recognition as a top workplace globally.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Sell data-driven research and products to the buy-side investment community with 7+ years of relevant experience.
Manage a pipeline from initial outreach to close, gathering market intelligence for product development.
Must be proficient in PowerPoint, Excel, Word, and possess strong communication and presentation skills.
NielsenIQ is a leading market research firm providing alternative data products to hedge funds, mutual funds, and private equity firms. The company operates in over 100 markets and is an Advent International portfolio company with a global reach.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Speak with clients over phone or Zoom to help them choose life insurance coverage.
Work warm inbound and outbound leads without cold calling.
Follow a proven system with clear training and support to drive consistent production.
Meron Financial Agency helps families choose life insurance coverage. They are an expanding agency with a performance-based culture and provide training and mentorship to their agents.
Serve as a primary point of contact for assigned accounts, supporting planning, implementation, and ongoing program success.
Coordinate resources across internal teams to ensure seamless delivery of digital learning solutions.
Build trusted relationships with customers and provide consultative recommendations to improve program effectiveness.
The partner company delivers innovative digital learning solutions to help organizations implement and optimize educational programs. They maintain a collaborative, remote-first culture with a focus on customer success and continuous improvement.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Conduct virtual consultations to assess clients' financial needs and educate them on insurance solutions.
Build and maintain lasting client relationships through periodic check-ins and follow-ups.
Complete administrative tasks such as note-taking and appointment scheduling to support the sales process.
Global Elite Empire Consultants is a recruiting firm that connects professionals with insurance sales roles, emphasizing a new approach to the industry. The company offers a remote, flexible work environment and provides lead generation and mentorship programs.
Identify client needs and recommend tailored insurance solutions.
Develop and maintain strong client relationships through networking and follow-ups.
Educate clients on policies and stay informed about industry trends.
GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company culture emphasizes integrity, mentorship, and professional growth.