Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Achieving sales growth within your territory efficiently and within budget.
Meeting sales targets for each shelter within the territory for New Business and Wellness Sales.
Developing and maintaining strong relationships with the Shelter Leadership and Adoption Teams in the shelters located in their region.
Fetch is dedicated to helping pets live their healthiest and happiest lives through comprehensive insurance coverage. They are a high-growth Warburg Pincus portfolio company with over 350 pet-loving employees, aiming to shape the future of pet health and wellness.
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.
Own and deliver market-level revenue, growth, and profitability targets.
Drive new business development, cross-selling, and client retention across all lines of business.
Recruit, develop, and retain producers.
Trucordia is creating the next great insurance brokerage by offering an unrivaled combination of people, tools, and solutions. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, they have more than 5,000 team members across 200 offices.
Lead regional launch planning and execution to ensure successful market entry and product uptake.
Recruit, onboard, develop, and retain top-performing territory managers across the region.
Develop and maintain relationships with key healthcare providers and strategic accounts.
Mineralys Therapeutics is a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities. Mineralys is a fully remote company headquartered in Radnor, Pennsylvania, and it values collaboration, integrity, quality, trust, and urgency.
Make proactive sales calls to strengthen relationships and find selling opportunities.
Provide product education to representatives, answering questions and comparing products.
Work closely with the External Wholesaler to develop a strategic business plan.
Protective helps protect customers against life’s uncertainties, providing protection and peace of mind. The company offers a variety of benefits and is committed to being an inclusive and attracting, retaining, and growing an inclusive workforce.
Conduct proactive phone sales presentations to top tier financial advisors.
Partner with wholesaler to drive sales and assets and build relationships with advisors.
Effectively profile advisors to understand their practice, clients and investment process.
LaSalle Investment Management is a global real estate investment manager that applies investment talent, market expertise, and data-driven intelligence through a disciplined fair-value framework. As the investment division of JLL, the company's capabilities are supported by the scale of its global platform.
Drive revenue and market share in a defined region.
Find and close new sales opportunities while growing and renewing established client partnerships in the assigned region.
Develop a trusted advisor relationship with prospective and current clients and recommend products and services for virtual and blended implementation for K-12 districts, state agencies and other educational organizations within an assigned region.
Florida Virtual School (FLVS) is leading online education worldwide with transformative digital solutions personalized to every student. They have a team of more than 3,000 dedicated professionals and they value excellence, innovation, community, balance, and communication.
Lead the development and execution of regional sales and business development strategies.
Develop and maintain relationships with key enterprise clients across the region.
Coach, mentor, and develop a sales and business development team.
Dexterra Group is a fast-growing, financially strong, publicly listed company. They aim to provide their people with fulfilling opportunities in a culture that promotes stability, diversity and inclusion, camaraderie, employee recognition, and work-life balance.
Identify prospective partners and build meaningful relationships.
Lead execution and strategy for Sales efforts.
Educate and consult with clients to develop transit plans.
Via builds technology that changes the way the world moves to create modern and efficient public transportation systems. Founded in 2012, Via's teams bring cutting-edge AI-powered software and innovative technology-enabled operations to its partners across the globe.
Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
Trucordia is built on wildly successful businesses to create the next great insurance brokerage. They offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for employees, clients and stakeholders. With more than 5,000 team members across 200 offices across the country, they have been ranked as one of the fastest-growing companies in the U.S. for three consecutive years.
Leading a team to achieve and exceed quarterly and annual sales goals.
Developing and executing the Sales Strategy to maximize bookings growth and winrate.
Delivering accurate product sales forecasts through management of sales forecasting via CRM.
Bruker enables scientists to make breakthrough discoveries and develop new applications that improve the quality of human life. They have more than 11,000 employees worldwide and offer differentiated, high-value life science and diagnostics systems and solutions.
Consult with prospective and existing clients regarding life insurance and financial services needs.
Explain policy options, coverage details, and underwriting requirements.
Follow up on warm leads.
The company is seeking a motivated and licensed Life Insurance Agent to join their fast growing team. They provide training, mentoring and ongoing support.
Serve as the primary relationship manager for dealership partners.
Deliver consultative guidance on F&I processes and sales performance.
Conduct dealership opportunity analysis and develop action plans for improvement.
APCO Holdings delivers innovative vehicle protection products and services. Our teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value.
Serve as the first point of contact for prospective customers via the phone.
Demystify the industry jargon and make life insurance easy to understand.
Use a consultative sales approach to guide customers through the application process.
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. They have over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.
Become a licensed independent agent in life, accident, and health insurance.
Utilize a proprietary sales management system & training with world-class mentoring.
Enjoy work-life balance, vacation trips, and discounted health, dental, vision, and life insurance.
We are hiring passionate and responsible individuals. We offer a proprietary sales management system & training, world-class mentoring, and a state-of-the-art CRM and automation, with a lead system.
Build high-trust partnerships with the broker and consultant community.
Identify opportunities and fuel a high-quality pipeline for our Mid-Market and National Accounts.
Master consultative discovery and fast-track their path to a closing Account Executive role.
Rula is dedicated to treating the whole person and creating a world where mental health is embraced as an integral part of one's overall well-being. As a remote-first company, they strive to be a force for positive change in the field of mental healthcare.
Effectively communicate, present and sell to our inbound inquiries.
Cross sell a wide range of personal lines products with multiple top-rated carriers.
Communicate with escrow and lender professionals to complete the sales process.
Fidelity National Financial's Property and Casualty Insurance Agency provides affiliated title insurance customers with a competitive path to purchasing homeowners insurance. They utilize an inbound-only sales model.