Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.
Leading and coordinating resources for client-facing business reviews and internal account planning sessions.
Partner with Industry Executives to identify and drive adoption of new product opportunities.
Review usage gaps and expansion opportunities in support of customer retention and expansion initiatives.
TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. They strive to build an environment where their associates are in the driver’s seat of their professional development— while having access to help along the way.
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.
Establish and maintain day-to-day business relationships with clients, becoming their first point of contact and implementing comprehensive service plans.
Coordinate open enrollment meetings, prepare communication materials, and liaise with compliance to advise on government reporting.
Resolve enrollment, eligibility, and billing issues while maintaining ongoing communication with the Client Executive.
EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance firms in the industry, fueled by capable and committed people. Headquartered in San Francisco since 2007, the company has over 3,000 employees nationwide and fosters a growth-minded culture with core values of owner mindset, inspire trust, think big, and drive results.
Assist clients with their home and auto insurance needs, answering questions and providing documentation.
Proactively reach out to clients regarding their policies to ensure their needs are being met.
Communicate effectively via phone, email, and SMS with potential clients to build trust and deliver outstanding customer service.
YouSet is revolutionizing the insurance industry by combining technology, data, and human expertise. They’re on a mission to build the most user-friendly and highly rated insurance platform in Canada and have helped over 250,000 users shop for insurance.
Manage client relationships and develop team service strategy to meet client needs, acting as the primary point of contact.
Prepare for, plan, and conduct client meetings independently, focusing on strategic risk identification and program design.
Perform contract reviews, manage new business RFPs, and participate in prospecting activities to identify and close new business.
Newfront is a modern insurance brokerage transforming the industry with technology and expertise. They are committed to hiring diverse talent and supporting an inclusive workplace environment.
Provide sound technical tax advice and strategic direction to high net worth individuals and businesses.
Build trusted relationships with a portfolio of clients, understanding their goals and delivering robust financial plans.
Drive business development by identifying opportunities and guiding junior team members.
Cooper Parry is a straight-talking accountancy firm that puts people and relationships first. It has been named the No.1 Accountancy Firm and a Best Large Company to Work For in the UK, with a strong culture and wellbeing focus.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Work alongside a dynamic remote team where collaboration is the heartbeat of success.
Global Elite Empire Consultants connects clients with personalized benefits solutions. They offer a virtual, team-oriented environment with rapid growth opportunities and comprehensive training.
Recruit and train new agents by promoting BenefitMall's value proposition through deep, trusted relationships and technology solutions.
Develop revenue growth strategies with agents to increase sales activity, products per customer, and understanding of specialized services.
Lead POD to service agent business, including training on carrier procedures, strategy calls, and using internal systems for tracking.
CRC Group is a leader in specialty wholesale insurance, providing benefits services through its BenefitMall brand. The company has earned a Top Workplaces USA award three years in a row based on employee feedback and insight, and its culture focuses on inclusion, trust, collaboration, and innovation.
Manage end-to-end onboarding of new 401(k) plans, ensuring compliance with ERISA, IRS, and DOL requirements.
Coordinate payroll integration and provide proactive communication to plan sponsors, advisors, and TPAs.
Maintain accurate case records in Salesforce and contribute to process improvements.
Ubiquity provides affordable retirement solutions and customer support to empower small businesses. The company fosters a remote-first, inclusive culture with a focus on employee well-being.
Provide advanced case design support to recruiters, financial advisors, and professional advisors.
Conduct phone or virtual consultations with recruiters, financial advisors and professional advisors.
Develop marketing, sales, and educational materials on advanced concepts in estate, retirement, business and charitable planning.
Pacific Life helps people protect their financial futures through strength, stability, and innovation. They are committed to an inclusive workplace where all employees are respected and supported throughout their career.
Drive business development through client meetings, presentations, and thought leadership.
Review estate planning documents and provide strategic recommendations to enhance client planning.
Serve as an in-house resource on tax and estate planning for wealth management teams nationwide.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.
Define and execute the strategic vision, operating model, goals, and long-term roadmap for the Client Management organization.
Serve as executive sponsor and strategic leader for key client, broker, and consultant relationships.
Represent the voice of the client within executive leadership discussions and influence organizational priorities, service models, and business decisions.
AffirmedRx aims to improve healthcare outcomes by bringing clarity, integrity, and trust to pharmacy benefit management. They are committed to making pharmacy benefits easy to understand, straightforward to access, and always in the best interest of employers.
Partner with Customer Success Managers on international service delivery for Workforce Mental Health customers.
Serve as subject matter expert on global nuances, resolving inquiries and leading international agenda items during customer meetings.
Proactively monitor account risk, develop mitigation strategies, and coordinate with internal teams and global networks.
Lyra Health provides mental health solutions for employers, supporting over 20 million people globally. The company has delivered 13 million sessions of care and published more than 20 peer-reviewed studies.
Serve as primary point of contact for client accounts, fostering relationships and managing projects.
Collaborate with clients and teams to develop strategies and oversee timelines, budgets, and resources.
Mentor junior team members and ensure compliance with pharmaceutical marketing regulations.
21GRAMS, part of Real Chemistry, takes an innovative approach to advertising, focusing on making healthcare more human. With over 2,000 talented professionals, we collaborate without barriers under a unified mission to transform healthcare.
Speak with interested clients and walk them through simple benefit options.
Help clients get set up with their chosen plans.
Work remotely with flexible hours and no cold calling or micromanagement.
Global Elite Empire Consultants helps clients who have already requested information about their benefit options. The company offers a remote work environment with flexible hours and performance-based income, providing training and mentorship for its team.
Serve as primary relationship owner for Strategic employer customers, driving engagement and retention.
Partner with marketing to develop engaging campaigns and workshops for customers.
Collaborate internally with product, clinical, and data science teams to resolve customer issues.
Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has delivered more than 15 million sessions of care and is known for a transformative, AI-powered platform.
Work directly with clients who have requested help understanding their financial protection options.
Guide clients through a simple enrollment process and build long-term relationships.
Benefit from pre-qualified inbound leads and a step-by-step training system with no experience required.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with clients who request help understanding their financial protection options. They offer a remote work environment and flexible schedule, with no cold outreach required.
You will participate in the strategic development of benefits, retirement, and wellbeing strategy.
You will manage relationships with vendors, brokers, consultants, and partners.
You will lead implementation of new programmes and plan design changes.
Rockwell Automation is a global technology leader focused on helping manufacturers be more productive, sustainable, and agile. With over 28,000 employees, we foster a culture of problem solvers dedicated to making the world better.
Ensure clients achieve their desired outcomes with the product, from implementation to ongoing success.
Manage client relationships as the primary point of contact for day-to-day queries and project coordination.
Drive client satisfaction, engagement, and growth through proactive communication and identifying upsell opportunities.
VivaCity builds AI-powered sensors and analytics to give cities a network-wide understanding of transport movements, supporting safer streets and sustainable transport. It is a 60-person AI scale-up with a presence in the UK, North America, and APAC, and a collaborative culture focused on actionable insight.