Conduct virtual consultations with clients to assess their financial needs.
Build lasting client relationships through periodic check-ins and follow-ups.
Utilize provided leads and training to advance based on performance.
Global Elite Empire Consultants is a third-party recruitment firm that connects candidates with insurance and financial services positions. They provide training, mentorship, and a flexible remote work environment.
Serve as primary point of contact for sub-advised provider partners, managing day-to-day relationships and overseeing client initiatives.
Drive delivery of services and service enhancements for existing sponsor and provider relationships.
Lead provider service reviews and facilitate annual due diligence of processes and service offerings.
Edelman Financial Engines provides personal financial planning and investment advice to help people achieve financial confidence. They support over 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
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.
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.
Conduct financial planning conversations with individuals, families, and business owners.
Help clients create a roadmap to achieve short-term and long-term financial goals.
Utilize provided training to learn about retirement planning, wealth accumulation, college planning, investments, and insurance.
Traction Forge Financial partners with top Fortune 500 companies to provide complimentary financial planning services. They offer an entry-level training program for financial professionals with potential for management roles.
Respond to investment executive and client needs, concerns, and questions.
Assist in account opening process and maintain electronic client files.
Provide highest level of service and ensure accuracy in transactions.
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.
Drive growth by assisting sales with demos and strategic trials of financial data solutions, including running trial training calls.
Maintain customer health by working with account management to provide advanced training, customizations, and build custom templates.
Act as a subject matter expert and product liaison, creating enablement materials and relaying customer feedback across teams.
AlphaSense provides AI-driven market intelligence and search, helping professionals make informed decisions with content including equity research, company filings, and expert calls. Founded in 2011, the company is headquartered in New York City with over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.
Conduct virtual consultations with clients to assess their financial needs.
Provide knowledge on solutions and cultivate lasting client relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants is a third-party recruiter that connects individuals with career opportunities in financial services. They operate remotely and focus on supporting clients' financial well-being through virtual consultations.
Create new business opportunities and build relationships with financial institutions.
Manage named accounts and develop account plans for winning and expanding business.
Forecast accurately and manage complex sales campaigns from introduction to closure.
SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut. They have 27,000+ employees in 35 countries, serving 20,000 organizations from large enterprises to small and mid-market firms.
Work directly with clients who have requested help understanding their financial protection options.
Guide families through a simple enrollment process and build long-term client relationships.
Benefit from pre-qualified inbound leads and a step-by-step training system.
Global Elite Empire Consultants connects motivated individuals with clients seeking financial protection information. It is a third-party recruiter offering remote work and flexible schedules.
Work from home and enjoy flexibility while helping families secure their financial futures.
Uphold the highest standards of integrity in all client interactions.
Grow with a company that values potential and provides advancement opportunities.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with financial services roles aimed at protecting families. They operate remotely and uphold high standards of integrity.
Provide financial services to families seeking protection and peace of mind.
Work independently from home while collaborating with a supportive team.
Maintain the highest standards of integrity and transparency in all client interactions.
Global Elite Empire Consultants is a financial services firm focused on protecting families and children through insurance and financial products. They are a third-party recruiter with a team-oriented culture that values growth and integrity.
Work directly with individuals who have requested help understanding their financial protection options, with no cold outreach.
Guide clients through a simple enrollment process and build long-term relationships and client portfolios.
Benefit from a remote work environment, flexible schedule, and performance-based income with unlimited potential.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with financial protection opportunities, not an insurance agency. The company provides a remote work environment with pre-qualified leads and a step-by-step training system, seeking competitive and coachable individuals.
Drive growth by acquiring new customers through strategic, consultative selling in the Financial Services vertical.
Manage the full sales cycle, from prospecting and demos to negotiations and closures, using MEDDPICC methodologies.
Collaborate cross-functionally with SDR, Marketing, and Customer Success to optimize pipeline and ensure long-term satisfaction.
RecordPoint provides data and information lifecycle management SaaS for highly-regulated organizations. With over 130 professionals, they foster a supportive, collaborative, and transparent culture driven by innovation.
Conduct virtual consultations with clients to assess needs and provide solutions.
Build and maintain lasting client relationships through consistent periodic check-ins.
Complete related administrative tasks like note-taking and appointment setting as needed.
Global Elite Empire Consultants is a tech-driven recruitment and consulting firm that connects innovative individuals with opportunities. They are a fast-growing organization that values passion, motivation, and adaptability in their team.
Drive new client acquisition and account growth within the Financial Services sector.
Identify and engage new business opportunities using lead generation and consultative sales.
Build and maintain strong pipelines while managing key client relationships for growth.
Brilliant is an innovative branded products and corporate gifting company that curates, produces, and distributes memorable merchandise and custom products. Our team of retail trend experts, designers, and engineers work together to produce impactful products that bring brands to life, offering services like concepting, sourcing, design, and fulfillment.
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.