Build and manage a healthy pipeline of qualified opportunities through outbound efforts and inbound follow-ups.
Deliver high-impact product demos and run the full sales cycle from prospecting to closing.
Develop long-term client relationships and record sales activity in the CRM.
Fyorin accelerates growth for digital businesses by simplifying business banking with a financial operations and treasury management platform. It is an award-winning, fast-growing startup built by a small, ambitious team in a remote-first environment.
Lead a sales team within a designated territory to demonstrate AssetMark's value proposition to financial advisors.
Travel to advisor offices and industry events, provide support for client presentations, and assist new advisors with onboarding.
Educate advisors on wealth management platforms, investment practice management, and client relationship offerings.
AssetMark provides investment solutions for independent financial planners, combining technology, support, and consulting. The company boasts over 10,500 advisors and $150B+ AUM, with a culture centered on heart, client success, integrity, respect, and excellence.
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.
Build genuine relationships with SMB owners as their trusted payments adviser.
Manage your own pipeline and close deals with uncapped commission and residual income.
Enjoy flexible remote work while receiving sales training and mentorship.
Xplor provides cloud-based, intuitive technology solutions for small and medium-sized businesses, including secure payment processing through Xplor Pay. With over 130,000 businesses in 72+ countries relying on Xplor, the culture values curiosity, empathy, and meaningful work.
Conduct virtual consultations with clients to assess their financial needs.
Provide tailored solutions and build lasting relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting.
Global Elite Empire Consultants is a third-party recruiter specializing in connecting candidates with opportunities in the insurance industry. The company offers a remote work environment with flexible scheduling and performance-based advancement.
Conduct virtual consultations with clients to assess their financial needs and goals.
Educate clients on suitable solutions and build lasting relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants specializes in securing families' financial well-being through virtual consultations and personalized financial solutions. They foster a culture of mentorship, flexibility, and performance-driven advancement, providing complete training and industry-leading tools to their team.
Lead, coach, and mentor a remote sales team to achieve high performance.
Engage with clients via virtual consultations to explain benefits and coverage.
Work with qualified company-provided leads to drive business growth.
Our partner company provides benefits and insurance solutions to clients across the United States through virtual consultations. They foster a positive, accountable, and high-performing culture with a strong emphasis on leadership development and professional growth.
Master fintech products and the home improvement industry through comprehensive training.
Travel extensively within your territory to meet contractors face-to-face and build trust.
Lead outbound prospecting, cold-calling, and networking to sign new contractor partners.
Thrive Financial partners with home improvement contractors nationwide by delivering fast, flexible fintech financing solutions. They are a remote-first, high-growth company building a sales organization that values ownership, execution, and long-term relationships.
Prospect, identify, and engage with potential customers to generate new business opportunities.
Manage the complete sales process from lead qualification through negotiation and deal closure.
Develop territory sales strategies and forecasts to achieve monthly, quarterly, and annual sales objectives.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It offers a collaborative culture and a flat organizational structure.
Manage the full sales lifecycle from inbound lead qualification to closing, focusing on revenue growth across an established customer base.
Drive quota attainment by converting leads into closed business and expanding existing accounts through upselling and cross-selling.
Develop new business by evaluating prospective customers and introducing relevant software, AI, and developer tooling solutions.
A technology solutions provider offering software, AI, and developer tooling. The company fosters a collaborative, multicultural, and inclusive remote work environment with opportunities for professional growth.
Generate qualified opportunities and manage full sales cycle from prospect to close.
Conduct product presentations and communicate value propositions to decision-makers.
Collaborate with sales, marketing, and customer success teams to accelerate growth.
The company is a mission-driven organization focused on community engagement and connection. It operates with a remote-first culture, though specific employee count is not disclosed.
Drive territory growth by building strong client relationships and increasing assets under management.
Develop and execute strategic sales plans to attract new business and retain existing accounts.
Provide consultative investment guidance and serve as a trusted industry resource.
This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.
Drive new business growth and expansion within the financial services sector.
Own the full sales cycle from prospecting to closing, including product demonstrations and negotiations.
Build a qualified sales pipeline, develop relationships with financial institutions, and collaborate with internal teams.
Our partner provides digital engagement solutions for financial institutions. They offer a fully remote working environment with a diverse international team.
Responsible for end-to-end sales cycle for small to mid-sized employers, driving revenue
Cultivates broker relationships and performs sales presentations via phone and online conferences
Manages pipeline through Salesforce and collaborates with internal stakeholders
HealthEquity empowers healthcare consumers by providing solutions for health savings accounts and consumer-directed benefits. It is a fast-growing company that values teamwork and innovation.
Conduct virtual consultations with clients to assess their financial needs.
Provide tailored solutions and educate clients on insurance products.
Maintain ongoing relationships through regular check-ins and follow-ups.
Global Elite Empire Consultants is a recruiting firm that connects individuals with remote insurance sales roles. They are a small, motivated team that values hard work and adaptability.
Manage the full sales cycle from prospecting to closing for mid-market businesses.
Build and manage a high-quality pipeline through cold outreach, social selling, and creative prospecting strategies.
Develop multi-product solutions tailored to merchant needs and collaborate cross-functionally with product, marketing, and operations teams.
Block builds technology to increase access to the global economy, with brands like Square, Cash App, and Afterpay. As a large company, they empower sellers of all sizes with integrated omni-channel solutions and financial services.
Responsible for adding new customers and maintaining existing client account relationships within a geographic territory.
Generate new sales and add-on revenue through prospecting, qualifying, and closing opportunities.
Deliver web-based presentations and sell to C-suite executives while maintaining a high volume of activity.
RealPage provides software solutions for the real estate industry, helping property managers and owners optimize their operations. The company is a large organization with a culture of innovation and collaboration.
Generate new business opportunities through outbound prospecting, phone calls, emails, and virtual meetings.
Build and manage a healthy sales pipeline within an assigned territory to consistently achieve sales objectives.
Understand customer needs and recommend subscription solutions that best support their goals.
Our partner is a company specializing in subscription services and sales solutions. They offer a remote-friendly culture with comprehensive training and development opportunities for their employees.
Review, qualify, and follow up on daily inbound leads to build a robust pipeline.
Collaborate with Marketing and Business Development to drive outbound motion to key strategic accounts.
Close deals with prospects and manage pipeline to exceed quota and drive company growth.
Affinity is the AI-first CRM for private capital, helping firms turn relationship intelligence into action. The company is trusted by over 3,300 private capital firms and emphasizes a culture of ownership, growth, and collaboration.