Conduct virtual consultations with clients to assess their financial needs and provide tailored solutions.
Build lasting client relationships through consistent check-ins and follow-ups.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants is a third-party recruiter specializing in the financial services industry, helping candidates find roles that secure families' financial well-being. The company fosters a culture of flexibility, mentorship, and performance-based growth, with a focus on remote work and team collaboration.
Drive revenue growth by managing client relationships and developing close alliances with senior client management.
Uncover new business opportunities by building relationships with new partners across the financial services industry.
Collaborate with cross-functional teams to balance priorities, handle issues, and identify opportunities for growth.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Guide warm leads through their options and help them get set up.
Enjoy no income cap and no cold calling while working from home.
Receive full training, ongoing support, and paid results instead of hours.
Global Elite Empire Consultants connects clients with insurance and benefits solutions through a remote, results-driven model. They are a small recruiting firm that fosters a coachable, growth-oriented culture.
Guide and educate clients who have already shown interest to help them move forward.
Work remotely with a clear path to leadership and no cold outreach involved.
Enjoy unlimited earning potential in a system that rewards performance over time.
Global Elite Empire Consultants is a third-party recruiter that connects individuals with client-facing roles. They operate remotely and emphasize performance-based growth with no income ceiling.
Guide and educate clients who have already expressed interest in benefits solutions.
Take ownership of your income and growth in a fully remote, performance-based role.
Build a clear path to leadership without cold outreach or hourly wage limits.
Global Elite Empire Consultants is a third-party recruiting firm that connects individuals with client-facing roles in the insurance and benefits space. They operate remotely and emphasize a performance-driven culture with no income ceiling.
Speak with pre-qualified clients who have requested help understanding their financial protection options.
Guide clients through a simple enrollment process and build long-term relationships and portfolios.
Work in a remote, flexible environment with performance-based income and clear leadership growth paths.
They are a recruiting firm that connects individuals with remote sales opportunities, providing pre-qualified leads and training. They cultivate a supportive, coachable culture with flexible, performance-based income.
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.
Speak with interested clients about their benefit options.
Walk clients through simple options and help them get set up.
Work remotely with flexible hours and performance-based income.
Global Elite Empire Consultants is a third-party recruiter that helps connect clients with benefit options. The company operates remotely and seeks motivated individuals to work independently.
Work remotely to help families secure their financial futures through ethical financial services.
Uphold the highest standards of integrity and transparency in all client interactions.
Grow with a company that values your potential and provides advancement opportunities.
We are a third-party recruiter connecting dedicated individuals with financial services positions aimed at protecting families. We value integrity and compassion, offering a remote work environment with opportunities for growth.
Act as primary point of contact for clients, handling inquiries via email, live chat, and phone calls within SLAs.
Provide excellent customer support by identifying needs and solving tasks individually, while liaising with internal teams.
Maintain product knowledge, contribute to side projects like FAQ upkeep, and communicate feedback with management.
EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure. As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we prioritize investing in our people.
Deliver exceptional borrower support across phone and other channels with clarity, empathy, and accuracy.
Navigate consumer lending with care, following policies and identifying risks to protect consumer trust.
Own customer outcomes from first contact through resolution and turn insights into product and process improvements.
Wisetack builds transparent consumer lending products for service-based businesses like HVAC, veterinary, and auto repair. Backed by top VCs and with $84M in funding, they have earned a strong culture reputation and numerous growth awards.
Speak with interested clients about their benefit options.
Walk them through simple options and help them get set up.
Work remotely with flexible hours and performance-based income.
Global Elite Empire Consultants is a third-party recruiter helping clients with benefit options. They foster a culture of remote work, flexible hours, and performance-based income with no cap.
Conduct virtual consultations with clients to assess needs and provide tailored solutions.
Cultivate lasting client relationships through consistent, periodic check-ins and support.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants is a tech-driven third-party recruiter that connects clients with insurance solutions. They are a fast-growing, innovative company culture seeking motivated individuals to help take the team to the next level.
Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews.
Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones.
Foster a culture of accountability, continuous improvement and client-first thinking.
EXANTE is a pioneering wealth tech company that delivers centralized trading solutions and B2B financial infrastructure. With over 700 employees from 70+ nationalities across 70 locations, it is a rapidly expanding global firm in the financial sector.
Oversee sales and account management for one of Experian's largest strategic clients in financial services, payments, and technology.
Maintain C-level relationships, understand client industries and markets, and deliver sales presentations for Experian solutions.
Must be located in TX, NY, NJ, PA, or DE; requires 8+ years of sales experience with complex solutions and executive-level engagement.
Experian is a global data and technology company that powers opportunities for people and businesses using data, analytics, and software. With 23,300 employees across 32 countries and a FTSE 100 listing, we foster a culture focused on DEI, work/life balance, and innovation, earning recognition as a top workplace globally.
Work with interested clients to guide, educate, and help them move forward. - No cold outreach or income ceiling—your effort determines your reward. - Enjoy full remote work with a clear path to leadership.
Global Elite Empire Consultants is a third-party recruitment firm that connects candidates with remote opportunities. They focus on finding competitive, self-starting individuals who want to take ownership of their income and growth.
Guide users through onboarding and adoption to integrate AlphaSense into their workflows.
Drive engagement through warm outreach and live sessions to increase platform usage.
Collaborate with account managers and product teams to improve client experience and share insights.
AlphaSense delivers AI-driven market intelligence and search to empower professionals in decision-making. The company has over 2,000 employees globally, trusted by 6,000+ enterprise customers, and emphasizes a collaborative and innovative culture.
Support daily retirement plan operations, monitoring workflows and prioritizing tasks.
Provide account support for benefit payment processing, participant inquiries, and data reconciliation.
Research and resolve routine or complex issues, documenting actions and escalating appropriately.
They provide retirement plan administration services at the intersection of financial services and technology. The culture emphasizes collaboration, inclusion, and professional growth.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.