Maintain client relationships and manage a caseload of DB/DC combo plans.
Consult on plan operations and coordinate with recordkeepers and advisors.
Document interactions and follow Nova policies.
Nova 401(k) Associates is a national third-party, non-producing retirement plan administration firm. It is a vibrant and growing company with a remote-first culture, offering career advancement and professional training.
Consult and train benefit brokers and enrollment firms on voluntary products and technology.
Drive profitable sales growth and producer recruiting in Kansas and Nebraska.
Partner with internal teams to meet sales objectives and corporate strategy.
The Standard is a leading provider of insurance and retirement benefits, helping customers achieve financial well-being. In business since 1906, it fosters a high-performance culture united by compassion and a customer-first commitment.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Oversee retirement plan operations, compliance, and controls, including regulatory requirements and vendor management.
Support governance and committee meetings, prepare materials, and ensure alignment with plan terms.
Lead complex benefits projects, plan design changes, and continuous improvement initiatives.
Liberty Mutual is a global insurance company that offers a range of insurance products and services. With a large workforce, the company fosters an inclusive culture that values diversity and provides comprehensive benefits and professional development opportunities.
Communicate extensively with customers to identify needs and establish their 401(k) plans.
Educate and guide new customers on their choices to help employees save for retirement.
Drive the onboarding process, managing stakeholders to keep customers engaged and on track.
Human Interest is on a mission to make retirement benefits accessible to all working Americans by offering affordable 401(k) plans to small and medium-sized businesses. It is a high-growth startup backed by $700M with a collaborative culture.
Sell retirement and insurance products to families, individuals, and business owners.
Own your book of business with generational agency ownership and leadership advancement opportunities.
Work remotely from anywhere with flexible part-time or full-time hours and uncapped commission potential.
They are a fast-growing financial brokerage providing retirement and insurance services. They value integrity, offer extensive training and mentorship, and seek ambitious, self-driven individuals.
Conduct virtual consultations to understand client needs and present benefit options.
Follow up with qualified leads and manage your pipeline with light admin tasks.
Use web-conference presentations from home to engage with clients.
AO Central is a financial-services company that helps protect families through benefits. They offer a supportive culture with full training, mentorship, and modern tools.
Sell Posh's AI products to credit unions and banks, owning the community segment nationally.
Run full-cycle new business from pipeline generation to close, using SPICED qualification.
Deliver business cases and ROI analysis that link AI solutions to prospect needs.
Posh is revolutionizing the way financial institutions serve their communities through innovative AI solutions that make customer support more accessible, fast, and enjoyable. With 200+ AI deployments across 150+ financial institutions, Posh fosters a supportive, collaborative, and performance-driven culture.
Process participant loan and distribution requests for 401(k) plans, ensuring accuracy and compliance.
Prepare daily cash reconciliations and respond to participant and plan sponsor inquiries.
Collaborate with internal teams to improve operational workflows and service delivery.
Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.
Serve as the primary relationship manager for a portfolio of complex employee benefits clients.
Lead all phases of the client lifecycle, from onboarding through ongoing account management.
Mentor service team members and partner with Producers on growth initiatives.
Foundation Risk Partners is an insurance brokerage and consulting firm in the US. It is one of the fastest growing firms in the country, offering a collaborative team environment and comprehensive benefits.
Answer member inquiries, perform outreach, and build rapport with client representatives to resolve insurance and benefits questions.
Research issues, coordinate with providers and carriers, and log resolutions to ensure timely follow-up and quality outcomes.
Collaborate with service team members, run reports, and lead onboarding calls to support client members and improve service.
IMA Financial Group is an independent insurance brokerage providing insurance solutions, employee benefits, retirement plans, and wealth management. It is a national, employee-owned company with a collaborative culture and recognition as a best place to work.
Develop financial planning strategies for high-net-worth clients including estate, retirement, business, and tax planning.
Prepare case strategies, recommendations, and advice materials with accurate and timely documentation.
Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource for tailored solutions.
We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.
Provides comprehensive administrative support to senior executives in a fast-growing financial firm.
Manages complex calendars, travel arrangements, and serves as a trusted liaison.
Handles sensitive information with discretion and supports special projects.
Mercer Advisors helps families simplify financial lives by integrating planning, investment, tax, and more. They serve over 42,800 families across the U.S., with a flexible, diverse workforce where over half of employees are women.
Complete comprehensive training and obtain required licenses to become a successful Financial Advisor
Develop a book of business through prospecting, networking, and building client relationships
Provide sound financial advice and manage client portfolios consistent with their objectives and risk tolerance
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, the company has a people-first culture with locations across the US, Canada, UK and Germany, and emphasizes diversity, inclusion and professional growth.
Work from home with warm leads, helping families understand their benefits options.
Learn a proven system and build your own client book through consistent follow-up.
Enjoy no cold calling, web-conference meetings, and advancement opportunities for top performers.
Global Elite Empire Consultants is a consulting firm that helps families understand their benefits options. The company culture emphasizes self-motivation and consistency, with opportunities for advancement for top performers.
Conduct web-conference meetings with warm leads from home.
Explain benefits in plain language and follow up with families.
Keep accurate notes and manage scheduling for client appointments.
Global Elite Empire Consultants helps families understand and enroll in benefits through remote, web-conference presentations. The company supports independent, consistent performers with written training, live coaching, and advancement opportunities.
Take requested conversations with warm leads who already asked for help on financial-protection options.
Explain benefit options simply and help clients enroll when it's a good fit.
Keep a clean follow-up rhythm while being coached on activity and results.
Global Elite Empire Consultants connects clients with financial-protection benefit options through warm-lead conversations. The company operates as a remote-focused team with a coaching culture and built-in leadership opportunities.
Document cases and manage inquiries in Salesforce.
They support retirement plan participants with distribution and account inquiries. The work environment is fast-paced, customer-focused, and team-oriented.
Work from home and connect with warm leads to help families understand their benefits.
Learn a proven system through written training and live coaching, then build your own book of clients.
Stay consistent and organized with follow-ups, scheduling, and plain-language explanations.
Global Elite Empire Consultants is a remote company focused on helping families navigate their benefits options through a simple, proven system. The culture emphasizes self-discipline, coachability, and advancement for those who consistently lead their numbers.
Prepare and facilitate PBGC filings for covered defined benefit plans and communicate issues to clients.
Perform non-discrimination testing and review 401(k) valuations, trust accounting, and government reporting.
Read and interpret plan documents and discuss plan design changes with clients.
Strongpoint Partners is a tech-enabled retirement platform for small and mid-sized businesses, offering plan administration, payroll, and HR solutions. It is an Inc. 5000 honoree and certified Great Place to Work, with a culture of service, innovation, and flexibility.