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.
Administer and manage Marmon's Canadian retirement plans (RRSP and RPP) as the Center of Excellence support for the Total Rewards team.
Serve as the key contact for day-to-day plan operations, partnering with business, finance, payroll, and HR teams.
Lead compliance requirements including annual audit, year-end filings, and governance committee meetings.
Marmon is a global industrial organization backed by Berkshire Hathaway, comprising 120+ companies with 30,000 employees and $12 billion in annual revenue. The company fosters a culture of independence and entrepreneurial spirit, committed to making a positive impact on the world.
Consult with clients to assess insurance needs and recommend suitable coverage.
Manage the full sales cycle from prospecting to closing deals.
Maintain client relationships and provide ongoing policy support.
GIA Legacy Planning is an insurance agency focused on helping individuals and families find financial protection. They offer a supportive team environment with advanced technology and training for agents.
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.
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.
Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
Mariner empowers individuals to build secure financial futures through retirement plan services and advisory support. The firm offers a collaborative culture that fosters teamwork, professional growth, and work-life balance.
Contact qualified leads generated by Fisher's marketing group to evaluate high-net-worth prospects' financial goals.
Educate prospective clients on Fisher's offerings to help them become clients.
Manage your business remotely while covering a local territory within driving distance.
Fisher Investments Canada is a privately held, multi-billion dollar global investment firm active in over 16 countries. The company prioritizes client goals and offers a collaborative culture with a focus on results and long-term success.
Conduct consultative sales conversations with clients to understand their insurance needs.
Manage the sales process from lead follow-up to closing without cold calling.
Build and maintain strong client relationships through professional communication and follow-through.
The company assists clients in making informed decisions regarding health and life insurance. It is a supportive organization that emphasizes training and career growth for its sales team.
Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Manage ongoing customer strategy, service, and retention for an assigned book of business.
Collaborate with insurance carriers, general agents, and internal teams to deliver exceptional benefit consulting outcomes.
Stay updated on industry trends and regulatory changes to educate and enable customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace by connecting disparate systems across the benefits supply chain. Bennie is a remote-first company with employees across the U.S. and values a culture of optimism, accountability, thoughtfulness, and health.
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.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Sell and promote travel insurance products to meet customer needs.
Manage inbound and outbound calls while building strong customer relationships.
Achieve quarterly sales targets and deliver an exceptional customer experience.
This partner company provides travel protection solutions to individuals. The size and culture are not specified, but the organization offers a supportive remote environment with training and career development opportunities.
Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.
AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.
Develop polished client materials including presentations, reports, RFPs, and employee communications.
Organize and execute client initiatives such as conferences, seminars, and campaigns.
Collaborate with internal teams and insurance partners to support client and company goals.
People Corporation is a national provider of benefits, retirement, wealth, wellness, and HR solutions. They serve over 20,000 clients representing nearly 3 million Canadians.
Speak with interested clients about their benefit options.
Walk clients through simple options and help them get set up.
Work remotely with flexible hours and performance-based income.
Global Elite Empire Consultants is a third-party recruiter that helps connect clients with benefit options. The company operates remotely and seeks motivated individuals to work independently.
Speak with clients over phone or Zoom to help them select life insurance coverage.
Work with warm inbound and outbound leads with no cold calling required.
Follow a proven system with clear training and support to earn high commissions.
Meron Financial Agency helps families choose life insurance coverage that fits their needs. They are expanding in the Houston market and offer a performance-based career with uncapped earning potential.
Conduct virtual consultations to assess client needs and provide financial solutions.
Build lasting relationships through regular check-ins and follow-ups.
Complete administrative tasks like note-taking and appointment setting.
Global Elite Empire Consultants helps secure families' financial well-being through enrollment services. They offer a remote work culture with mentorship and complete training, fostering a supportive team environment.
Build and maintain retirement income plans using IncomeLab, including tax-efficient withdrawal roadmaps and Roth conversion analysis.
Prepare advisor-facing briefs that translate complex technical output into clear recommendations, risks, and contingencies.
Support planning meetings by reviewing transcripts, catching data gaps, and improving checklists and SOPs.
Peak Financial Planning is a financial planning firm that specializes in retirement income planning, offering deep technical expertise rather than pushing advisors into sales. The firm has 70,000+ YouTube subscribers and generates 100 qualified prospect consultations a month through educational content, with a small team focused on high-quality, complex planning work.