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.
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.
Monitors support queue and responds to client retirement plan questions.
Researches and assists in solving complicated client requests.
Actively maintain knowledge of retirement industry rules and regulations.
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.
Serve as a subject matter expert across member support channels.
Help members understand Public's products and features.
Partner with Legal, Compliance, and Operations to resolve complex member issues.
Public is a long-term investing platform where investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios. Headquartered in New York City, Public has raised over $400M and is trusted with billions in assets.
Train agents on Product benefits and differences to meet client objectives
Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales.
Proactive, self-directed contact to financial advisors on illustration requests, and follow up to assist in answering questions and any adjustments needed.
Saybrus Partners helps expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients with life insurance and annuity solutions. They have over 100 locally-based experts and an internal staff of 50 insurance professionals, providing assisted sales consultation and traditional wholesaling support.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.