Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Make outbound calls to share the high quality offerings of the 12twenty platform and qualify prospects.
Build quality relationships with prospects and create email campaigns to generate leads.
Identify potential challenges and opportunities with prospects and communicate with leadership.
12twenty is the leading platform connecting employers with elite early career professionals from top business schools, law schools, and universities worldwide. We are a fast-growing organization with a strict "no jerks" policy, surrounded by passionate, intelligent team members dedicated to the mission.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Generate and qualify new leads through phone, email, and social media to build a strong sales pipeline.
Partner with clients to understand their organizational needs and recommend solutions that add value.
Track and report all prospecting and sales activities in CRM and marketing automation tools.
Broadridge is a global technology leader providing transformative technology, communications, and data analytics to the financial services industry. With over 15,000 associates in 21 countries, they are a certified Great Place to Work® that fosters a collaborative and inclusive culture.
Identify and develop potential clients through prospecting and cold outreach.
Own the full sales cycle, from prospecting to closing, providing consultative solutions.
Collaborate with leadership to research strategies for generating more revenue.
SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. It reaches over 59 million people monthly, has earned recognition on the Inc. 5000 and Deloitte Fast 500 lists, and is valued at over $1 billion.
Drive growth by engaging potential clients through strategic outbound outreach via email, phone, and social media.
Qualify leads and schedule meetings for Account Executives, building momentum for successful partnerships.
Use sales tools like Salesforce, Gong, and LinkedIn to track conversations and consistently hit revenue-driving KPIs.
Boulevard provides a client experience platform for appointment-based self-care businesses like salons and spas. Founded in 2016, it is a growing company with a culture that values diversity, experimentation, and collaboration.
Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Engage with inbound leads to provide compliant information and guide homeowners through the application process.
Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.
Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.
Develop and execute outbound sales strategies to generate qualified leads for digital marketing services in the Home Services industry.
Leverage tools like Salesforce and LinkedIn Sales Navigator for prospecting, cold calling, and email outreach to drive lead generation.
Build relationships with key decision-makers and analyze sales metrics to continuously optimize outbound efforts.
WebFX is a full-funnel revenue marketing agency providing world-class digital marketing solutions to mid-size businesses worldwide. The company has over 700 employees, has doubled in size over the past 5 years, and has been named a Best Place To Work 10 times.
Prospect and identify potential clients through research and outreach via cold calling, email, social media, and other channels.
Conduct outbound calls to educate prospects about Employer of Record services and schedule meetings or demos for the sales team.
Collaborate with the sales and marketing teams to develop lead generation strategies and maintain accurate CRM records.
G-P operates a SaaS-based Global Employment Platform that enables clients to expand into over 180 countries quickly and efficiently. They are a remote-first company with diverse teams that foster flexibility, innovation, and a culture where every contribution is valued.
Connect with clients over phone and Zoom to help families find the right life insurance coverage.
Work warm inbound leads plus outbound opportunities to build income faster.
Manage your own schedule while hitting consistent daily production goals.
Meron Financial Agency helps families find life insurance coverage through a remote, performance-based career model. They are expanding their remote team and seek self-motivated agents to build a career from home with a proven system and warm leads.
Speak with clients over phone or Zoom to help them choose life insurance coverage.
Work warm inbound and outbound leads without cold calling.
Follow a proven system with clear training and support to drive consistent production.
Meron Financial Agency helps families choose life insurance coverage. They are an expanding agency with a performance-based culture and provide training and mentorship to their agents.
Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.
Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.
Close the deal by influencing prospects through the loan application and closing sales within 1–2 calls.
Own your pipeline by managing up to 20 active transactions at various stages.
Crush metrics by consistently exceeding daily and weekly targets to maximize commission.
Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help everyday people move from struggling to thriving. With over 2,500 employees across the United States, we foster a culture of empathy, diversity, and inclusion, offering hybrid and remote work opportunities.
Manage live inbound calls using a consultative, needs-based approach to guide clients through enrollment.
Overcome objections with confidence, empathy, and integrity while meeting performance goals.
Collaborate with management for ongoing coaching and development in a remote environment.
TurboDebt helps people regain control of their finances and build a path toward a debt-free future. With over 300 team members across the country, they provide customized repayment solutions in a supportive, performance-driven culture.
Deliver personalized solutions and educate customers on how services can elevate their operations.
Network Solutions helps businesses secure domain names, protect brands, and safeguard online infrastructure. With nearly seven million customers globally, the company fosters a culture of diversity, inclusion, and career growth.
Conduct virtual consultations to assess client needs and provide financial solutions.
Build lasting relationships through regular check-ins and follow-ups.
Complete administrative tasks like note-taking and appointment setting.
Global Elite Empire Consultants helps secure families' financial well-being through enrollment services. They offer a remote work culture with mentorship and complete training, fostering a supportive team environment.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Drive client success through the home loan process using warm leads with no cold calling.
Master a complex sales process with comprehensive paid training and uncapped commissions.
Solve challenging problems and earn uncapped bonuses in a remote-first environment.
Neighbors Bank is a leading innovator in the mortgage industry, focused on making homeownership more affordable, accessible, and achievable. The company has been recognized as a Top Workplace in the Financial Services industry, fostering a collaborative culture where individuals are passionate, deliver results with integrity, and enhance lives.
Proactively make outbound calls to existing and potential customers to qualify spending and offer solutions.
Educate customers on SanMar's quality and product selection, collaborating with Territory Managers.
Serve as a product expert, update Salesforce, and meet calling initiative deadlines.
SanMar provides apparel and accessories from brands like Nike, The North Face, and Brooks Brothers, along with private label offerings. They are a large company with a focus on employee growth, offering comprehensive benefits and fostering a team-oriented culture.