Make daily outbound sales calls and handle inbound inquiries to conduct sales activities with prospects.
Identify, qualify, and develop sales opportunities through lead generation programs and call campaigns.
Build trusting relationships with prospects, ensuring exceptional service and satisfaction in a team environment.
We help families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities and have a diverse workforce where more than half of our employees are women.
Respond to client requests with timeliness and accuracy
Assist Advisors with client meeting prep and follow-up tasks
Process account openings, transfers, and manage brokerage tasks
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.
Support senior advisors in delivering personalized financial plans and client service.
Learn to converse with individuals, families, or business owners about financial goals and create roadmaps to achieve them.
Develop skills in retirement planning, wealth accumulation, college planning, investments, and insurance through a flexible schedule.
Davis Family Financial LLC takes an educational approach to finances, delivering expertise to people from all backgrounds and partnering with Fortune 500 companies to provide complimentary financial plans. The company offers a training program for entry-level financial professionals, with potential for management and leadership roles.
Conduct virtual consultations with clients to understand their needs and provide financial solutions.
Build lasting client relationships through consistent, periodic check-ins and follow-ups.
Complete related administrative tasks while working from a qualified lead program with no cold calling.
Global Elite Empire Consultants is a third-party recruiter that connects passionate individuals with remote roles in financial services. It promotes a flexible, work-from-home culture with complete training, mentorship, and advancement based on performance.
Drive territory growth by building strong client relationships and increasing assets under management.
Develop and execute strategic sales plans to attract new business and retain existing accounts.
Provide consultative investment guidance and serve as a trusted industry resource.
This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.
Conduct virtual consultations with clients to assess their financial needs.
Provide tailored solutions and build lasting relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting.
Global Elite Empire Consultants is a third-party recruiter specializing in connecting candidates with opportunities in the insurance industry. The company offers a remote work environment with flexible scheduling and performance-based advancement.
Conduct virtual consultations with clients to assess their financial needs.
Cultivate lasting client relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting.
Global Elite Empire Consultants is a third-party recruiter connecting professionals with opportunities in the financial services industry. The company offers a flexible, remote work environment with mentorship and training, fostering a culture of passion and motivation.
Own the full sales cycle for individual programs, from prospecting through closing.
Develop and convert opportunities from existing databases and cold outbound campaigns targeting finance professionals.
Coordinate with enterprise sales, marketing, and demand generation to refine messaging and sales playbook.
Wall Street Prep is a leading provider of financial training solutions to top investment banks, private equity firms, corporations, and universities. Founded in 2004, the company is fast-growing and profitable, with a culture focused on teamwork, integrity, and accountability.
Engage warm leads through high-volume outbound dials and consultative one-call or two-call closes.
Own your pipeline of 20-200+ active leads, efficiently managing follow-ups to maximize conversions.
Balance empathy and direction to guide clients through sensitive financial decisions while crushing sales metrics.
Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving with personalized financial solutions. We have over 2,500 employees across the US and foster a culture of impact, belonging, and well-being.
Conduct virtual consultations with clients to assess their financial needs and goals.
Educate clients on suitable solutions and build lasting relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants specializes in securing families' financial well-being through virtual consultations and personalized financial solutions. They foster a culture of mentorship, flexibility, and performance-driven advancement, providing complete training and industry-leading tools to their team.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Proactively reach out to potential clients through cold calling, social platforms, emails, and networking events.
Present and articulate the value proposition of BPO services with enthusiasm and professionalism.
Meet and exceed sales targets, contributing to overall revenue growth of the company.
Ann Grogan & Associates has been a leader in executive recruiting since 1981. The office is highly professional and productive, fostering a collaborative culture.
Make high-volume outbound calls to generate qualified 30-minute Zoom appointments with prospective clients using company-provided lists.
Handle basic objections and conduct brief qualification conversations to schedule appointments that are likely to be retained.
Maintain accurate appointment details and adhere to calling scripts and activity management requirements.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote services. They offer competitive rates, weekly payments, free training, and a supportive community.
Meet with clients to plan their financial future using company-provided tools and technology.
Use marketing support like mailings and flyers to expand your business and reach new customers.
Collaborate with team members and leadership to learn best practices and improve skills.
Corebridge Financial Services is a retirement and financial planning provider for individuals in healthcare, education, government, and non-profits. The company has been in business for over 50 years and fosters a culture of collaboration, accountability, and inclusivity.
Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
Guide clients through the enrollment process and maintain accurate records with follow-up.
Build lasting relationships through exceptional customer service in a remote environment.
Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.
Educate clients on supplemental benefit and financial protection programs via virtual meetings.
Build and maintain long-term client relationships through consistent communication and support.
Participate in ongoing training and coaching to develop skills and advance into leadership roles.
This role is posted on behalf of a partner company that manages all applications and next steps. The company focuses on helping individuals and families achieve financial security through supplemental benefit programs, fostering a service-oriented team environment.
Conducting virtual consultations with clients to assess their needs.
Imparting knowledge on solutions and cultivating lasting client relationships.
Completing related administrative tasks such as note taking and appointment setting.
Global Elite Empire Consultants is a fast-growing, tech-driven organization that provides client benefits consulting. They are a third-party recruiter looking for innovative, motivated individuals to join their team.
Conduct virtual consultations with clients to assess needs and provide solutions.
Build lasting client relationships through periodic check-ins and follow-ups.
Complete administrative tasks such as note-taking and appointment scheduling.
Global Elite Empire Consultants is a tech-driven organization that connects clients with solutions through virtual consultations. As a third-party recruiter, they promote a competitive and flexible work culture with opportunities for growth.
Answers a high volume of service calls, chats, and emails regarding eMoney applications.
Provides technical and planning product support to advisors and assists with financial planning scenarios.
Escalates complex issues to tier two teams and maintains high call quality and professionalism.
eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.