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.
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors.
Proactively generate new advisor relationships while deepening existing partnerships to maximize Net New Assets and market share.
Deliver high-impact presentations on Dimensional’s investment philosophy and performance at complex-level meetings and conferences.
Dimensional Fund Advisors is a leading global investment firm offering systematic, value-added investment solutions based on robust science. With a global team of over 1,600 passionate individuals, they foster a learning culture rooted in academia and teamwork.
Lead and coach a team of 8-12 Reverse Mortgage Loan Officers to drive sales performance and conversion metrics.
Ensure compliance with federal, state, and company regulations while fostering a culture of accountability.
Partner with operations and use data-driven coaching to maximize production and employee development.
Longbridge Financial is a leading provider of home equity solutions for seniors, helping them unlock the power of their home equity to live the retirement they imagined. With an Excellent rating on Trustpilot and over a thousand customer testimonials, they have been named a Great Place to Work three years in a row, emphasizing a culture of growth and collaboration.
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.
Meet with clients to plan their financial future using company-provided tools and technology.
Use marketing support like mailings and flyers to expand your business and reach new customers.
Collaborate with team members and leadership to learn best practices and improve skills.
Corebridge Financial Services is a retirement and financial planning provider for individuals in healthcare, education, government, and non-profits. The company has been in business for over 50 years and fosters a culture of collaboration, accountability, and inclusivity.
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.
Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
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.
Support senior management in direct sales functions and coach team members.
Liaise with Sales Trainer to build a high-performing team and collaborate for excellent service.
Set employee objectives, monitor performance, and assist in hiring and evaluations.
Kapitus is a reliable name in small business financing, acting as both a direct lender and marketplace. The company is fast-paced, with self-directed teammates, and offers great benefits, competitive pay, and growth opportunities.
Lead a team of direct Sales Executives to drive rapid new business growth in the North East region.
Build and execute sales strategy, including territory planning and C-level engagement, to achieve quarterly and annual goals.
Recruit, coach, and mentor team members while managing forecasts, pipeline, and effective relationships across Solution Consulting, Business Units, and Partners.
ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter. The company fosters an AI-native culture with a global team, emphasizing flexibility and trust in a distributed work environment.
Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.
Lead and coach a team of retirement plan administrators to ensure high-quality work and compliance deadlines.
Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
Serve as the primary escalation point for complex administrative and client service issues.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing and certified as a Great Place to Work, it has a coast-to-coast network of 19 firms.
Lead the centralization of content strategy and curriculum development across Wealth Management and Wealth Solutions.
Drive advisor adoption of new tools and solutions, including AI-enabled capabilities, by advocating for field needs.
Build and scale a structured Enablement team, using data and telemetry to measure content effectiveness and field impact.
Mercer Advisors has been helping families simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. We serve over 42,800 families across 110+ cities and are ranked the #1 RIA firm by Barron's, with a workforce that is more than half women.
Lead and develop a national sales organization, coaching Account Executives and driving performance.
Partner across Revenue Operations, Marketing, and Customer Success to refine sales strategy.
Engage directly in customer conversations, deal strategy, and executive presentations.
Spark Advisors builds healthcare technology for Medicare advisors. They are a fast-growing startup backed by top investors, with a talent-dense team and recognized as a best workplace.
Lead and manage a team of Regional Directors and Account Executives in the East Region to exceed sales targets.
Develop and implement sales strategies to drive revenue growth in the 50 to 9,999 life segment.
Collaborate cross-functionally, monitor performance, and build broker relationships to achieve company objectives.
Garner partners with employers to redesign healthcare by using proprietary clinical metrics to identify top doctors and steer members to better care, reducing costs. With over 2.5 million lives impacted and $1B saved, the company has doubled in size each year for five years and fosters a culture of high performance and accountability.
Develop and execute sales strategies to acquire new business in the Southeast US region.
Build relationships with small and medium-sized business decision-makers to promote retirement benefits.
Collaborate with internal teams to ensure successful onboarding and customer satisfaction.
Human Interest is a fintech company making retirement benefits affordable for small and medium-sized businesses. Backed by top investors, they have a culture of customer obsession and continuous improvement.
Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Hire, train, and mentor a team of Account Executives to drive revenue growth.
Pitch potential clients on StackAdapt alongside the AE team both in-person and virtually.
Leverage sales enablement tools like Salesforce and Gong to improve team performance.
StackAdapt is a leading technology company that empowers marketers to reach, engage, and convert audiences with precision using AI-powered programmatic advertising. The company has a remote-first culture and a diverse, inclusive team of collaborative individuals.
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.
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.