Achieves annual revenue objectives through consultative sales to new clients.
Builds an active pipeline of qualified prospects, generating leads from banks and insurance agencies.
Markets and sells a specialized financial product to corporations within assigned regions.
Coface helps companies navigate uncertainty by empowering them to make informed decisions and trade smarter in a complex world. They are a close-knit international organization of 5,200 experts representing 80+ nationalities in 58 countries fostering a culture of learning, collaboration and inclusion.
Conduct client interviews to gather financial information.
Recommend customized financial plans based on client goals.
Maintain a commitment to delivering excellent results.
Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.
Identify and generate new sales opportunities through inbound qualification and outbound outreach
Qualify leads using a consultative approach to uncover pain points and align Baselayer’s solutions
Execute outbound sequences across email, phone, and LinkedIn to create qualified meetings
Baselayer is an intelligent business identity platform that helps verify any business, automate KYB, and monitor real-time risk. Their B2B risk solutions and identity graph network leverage state and federal government filings and proprietary data sources to prevent fraud, accelerate onboarding, and lower credit losses.
Have conversations with individuals, families, or business owners about their financial goals.
Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.
Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.
Conduct effective sales pitches to potential customers via phone
Adventus is an Information and Communications Technology (ICT) Solutions and Services Provider with a wide footprint across the globe. They help organizations bring about positive transformation to their businesses by leveraging intelligent applications of innovative solutions and pertinent services to remain winners in today's ultra competitive marketplace.
Own end-to-end recruitment for senior sales roles.
Proactively source candidates through your personal network across the brokerage, institutional sales, and private banking / wealth management sectors.
Guide candidates through the full recruitment process: outreach, screening, interviews, offer negotiation, and close.
EXANTE is a pioneering wealth tech company delivering centralized trading solutions and B2B financial infrastructure through innovative technology. As a rapidly expanding global firm with over 700 employees from 70+ nationalities across 70 locations, they are a frontrunner in the financial sector that prioritizes investing in their people.
Leads a defined sales territory effort to meet the Strategic sales goals.
Develops new sales strategies and teaches the sales team to implement them.
Manages the Strategic sales team to specific performance targets, exceeding quotas and delivering appropriate quantities of new deals.
NICE Ltd. (NASDAQ: NICE) software products are used by 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime and ensure public safety. Known as an innovation powerhouse that excels in AI, cloud and digital and with over 8,500 employees across 30+ countries, NICE is consistently recognized as the market leader in its domains.
Build and maintain targeted lists of potential advertisers.
Conduct outbound outreach via email, phone, and LinkedIn to set up calls.
Schedule qualified meetings for senior members of the Benzinga sales team.
Benzinga fuels growth by generating high-quality sales opportunities with financial services advertisers. They are an established company looking for someone to build a foundation in B2B sales, capital markets, and financial services marketing.
Call high-net-worth leads, qualifying and scheduling face-to-face appointments.
Meet with prospective clients with the goal of gathering new clients and assets for our firm.
Focus totally on acquisition and sell to high net worth individuals.
Fisher Investments Luxembourg distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. They align with clients' priorities by using a simple and transparent fee structure and recognised European custodians.
Lead a team of about 30 Associate Financial Planners to drive client acquisition and retention.
Coach and develop AFPs to perform comprehensive financial planning analysis for clients.
Ensure adherence to corporate policies while enhancing the client experience.
Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They have a collaborative and values-driven company culture with opportunities for professional growth and career advancement.
Counsel advisory firm clients on full-cycle life insurance, including policy reviews, case design, underwriting, and placement through in-force delivery.
Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding.
Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform.
Modern Life is an AI-driven brokerage that empowers advisors to better serve their clients and grow their businesses with powerful and integrated digital tools, expert support, and leading insurance products. They're backed by $35M from top-tier investors and are experiencing high growth.
Wall Street Prep is the global leader in finance training, equipping professionals with the practical skills needed to thrive in investment banking, private equity, and beyond. Founded in 2004, they partner with top global banks, private equity firms, Fortune 500 companies, and leading academic institutions to deliver hands-on training through classroom workshops and self-paced online programs.
Drive new business growth across financial institutions.
Build and manage a strong pipeline of potential prospects.
Represent Addition Wealth at industry events and meetings.
Addition Wealth redefines financial health by making personalized financial expertise inclusive and accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs, and recognized as a World Economic Forum Top Innovator.
Building and maintaining relationships with high-level clients
Conducting market research to identify new business opportunities
Creating client presentations and proposals; coordinating quarterly business reviews
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly. This shortlist is then shared directly with the hiring company.
Promotes and sells recruiting services by executing contracts.
Develop and maintain relationships with new and existing accounts.
Generate new leads, set meetings, and transform sales leads into actual business.
Epic Staffing Group specializes in connecting top talent with outstanding opportunities in various industries. They are committed to fostering a dynamic, inclusive, and empowering workplace that nurtures growth and values each individual's unique skills.
Identify and engage potential clients through cold calling, email outreach, and LinkedIn
Qualify leads for interest, fit, and sales readiness
VDO.AI is a video advertising platform that helps web publishers access the power of video content and advertising, boosting their monetization by up to 50%. Z1 Tech is a technology-driven company focused on innovating digital advertising and automating marketing solutions for the future.
Receives and responds to incoming calls from investment professionals, plan sponsors and members.
Understands the different product suites and interprets changes to new and old products.
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Nationwide is a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future. They have a caring culture and are named one of the Fortune 100 Best Companies To Work For.
Manage opportunities within current business accounts, calling on customers about new products.
Increase Experian revenue by managing and closing deals with existing customers.
Consult with C-level decision makers to understand needs and develop complex solutions.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Conduct presentations to improve awareness of plan features and grow plan assets.
Actively participate in benefit fairs and new employee orientations.
Assist with targeted education campaigns to increase participation and deferral rates.
Corebridge Financial partners with financial professionals and institutions to make it possible for more people to take action in their financial lives. It is one of the largest providers of retirement solutions and insurance products in the United States.
Develop financial strategies in partnership with the executive team.
Oversee accounting operations and financial reporting.
Ensure compliance with government contracting regulations.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.