Manage a defined territory to generate sales and develop new business
Promote products through presentations, seminars and other approaches
Provide superior service to ensure positive experiences at all times
Foresters Financial is an international financial services provider that began in 1874. They provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security and are committed to sustaining an equal opportunity environment.
Driving new business growth within a designated set of accounts or territory.
Utilizing consultative selling techniques, you will align client needs with our best-of-breed solutions focused on solving critical problems for Financial Services companies.
Nurturing existing relationships but also actively identifying and capitalizing on opportunities to expand NiCE's presence across the region.
NiCE Ltd. empowers 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime, and ensure public safety through its software products. It's an innovation powerhouse with over 8,500 employees across 30+ countries.
Identify and prospect potential clients through various channels.
Conduct thorough needs assessments to understand clients' marketing objectives.
Present tailored solutions to clients that align with their business goals.
Forbes Advisor aims to help readers turn their aspirations into reality. They provide trusted advice and guidance to help people make informed decisions. The team includes experts across Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales.
Lead a sales team focused on cross-selling existing SMB clients.
Transform the team's sales motion to a strategic, consultative approach.
Coach reps to identify client needs and build business cases.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Build and manage your own client portfolio, turning prospects into loyal clients through calls, emails, and meetings
Hit and exceed sales targets while delivering exceptional service to high-net-worth clients
Oversee charter bookings from enquiry to completion, using your knowledge of aircraft and the charter process
They provide exceptional private air charter services that exceed expectations, catering to high-net-worth individuals and their representatives. They foster a friendly, dynamic, and motivating work environment while surrounded by the best in the industry.
Advise high-net-worth and institutional clients with tailored investment strategies.
Build and maintain long-term client relationships through proactive communication.
Develop and execute business development strategies to identify and convert new opportunities.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Engaging with customers via inbound calls and responding to their inquiries.
Processing customer requests, including options, equities, and mutual fund trades.
Enhancing relationships with high-net-worth clients with complex service needs.
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.
Take scheduled sales calls to engage leads, qualify prospects, and close deals.
Perform brand analysis presentations, identifying growth opportunities and demonstrating how GNO Partners can help.
Convert prospects into clients by presenting the value of our services and meeting monthly objectives.
GNO Partners helps Amazon FBA sellers scale their businesses using proven systems and strategies. Their fully remote team of experts has worked with over 700 brands and is partnered with more than 300 active clients.
Serve as the primary point-of-contact for major accounts, maintaining executive-level relationships.
Sell products and services to national named accounts, focusing on growth and retention.
Identify and qualify long-term and short-term business opportunities while addressing competitive threats.
Jobgether is a platform that matches candidates with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.
Responsible for evaluating sales opportunities and presenting Coface services to potential customers.
Developing a thorough understanding of key clients’ needs and requirements and preparing customized solutions.
Working closely with internal and external stakeholders to achieve high standards of customer service and satisfaction.
Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. They have 5,200 experts representing 80+ nationalities in 58 countries and offer a full range of solutions.
Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Developing and executing a contact strategy to grow revenue across Digital Wealth, Platform, B2B and B2B2C channels
Building and maintaining strong relationships with digital partners, acting as a primary relationship manager
Understanding client needs and tailoring service levels to provide a high‑quality, value‑adding experience
Legal & General (L&G) is a leading UK financial services group and major global investor. They've been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of customers and creating value for shareholders.
Independently manage and prioritize a robust sales pipeline to consistently drive opportunities forward.
Build and maintain trusted relationships with clients to ensure long-term satisfaction.
Close deals efficiently by tailoring strategies to client needs and overcoming objections.
They are seeking a seasoned Sales/Relationship Representative to join their mission driven Hive Enterprise team on a contract basis. They value autonomy and results and offer a flexible work environment.
Present, promote, and sell products and services to prospects and existing customers.
Develop positive business and customer relationships to ensure future sales.
Analyze the market’s potential and supply management with reports on customer needs.
SS&C is a leading financial services and healthcare technology company. With over 27,000 employees across 35 countries, they provide expertise, scale, and technology to 20,000+ financial services and healthcare organizations.
Consult with clients on business issues and marketing program design.
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.
Oversee the entire sales cycle to contract finalization.
Identify client needs and suggest suitable solutions.
Devexperts has been consulting and developing for the financial industry for nearly two decades. They solve complex technological challenges facing the most well-respected financial institutions worldwide and fosters self-improvement and actively seeks out-of-the-box ideas.
Conduct discovery calls to understand prospect pain points, financial goals, and readiness to adopt Hello Frank’s platform.
Deliver product demonstrations and presentations that clearly communicate value and outcomes.
Negotiate contracts and close deals that align with both customer needs and company objectives.
The Martell Group builds people, brands, and ventures that create meaningful impact. Across their four companies, they combine audience, operators, and execution to launch scalable products and empower ambitious leaders in Media, B2B SaaS, and AI.
Build and manage a pipeline of 3-4x quota focused entirely on net-new FSI accounts.
Conduct deep account research and territory mapping to target high-potential accounts.
Lead complex sales cycles from first contact through to contract execution.
Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They foster a culture of teaching and continuous improvement.
Responsible for a portfolio of clients and prospects, growing it by winning new business.
Switch seamlessly between tasks, including contract negotiation and overseeing the recruitment lifecycle.
Identify, approach, and persuade prospects through various means to grow your network.
OERTZENGroup provides opportunities at external client companies. They value ethics, proactivity, innovation, curiosity, customer centricity, and communication.