Drive new business growth across financial institutions.
Build and manage a strong pipeline of potential prospects.
Represent Addition Wealth at industry events and meetings.
Addition Wealth redefines financial health by making personalized financial expertise inclusive and accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs, and recognized as a World Economic Forum Top Innovator.
Coach and mentor Partner Account Managers to achieve revenue goals.
Recruit and retain Partner Account Managers, coaching sales processes.
Manage the end-to-end sales process and forecast sales.
Human Interest aims to provide all workers access to retirement benefits, addressing the fact that over half of working Americans aren't saving enough. They are a high-growth fintech company backed by investors, working to make retirement plans affordable and accessible for small and medium-sized businesses.
Manage a portfolio to ensure satisfaction, retention, and partnership
Serve as the primary liaison for plan sponsors and internal teams
Develop and execute strategic service plans to align with client goals
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They are committed to partnership, thinking beyond typical solutions to do more for clients. Point C values, respects, and protects the uniqueness each of its employees brings.
Partner with assigned accounts to support achievement of annual Top-Line Sales plans.
Collaborate with retail partners and internal teams to develop account strategies and shared plans.
Gather and share insights on market trends, competitor activity, and customer experiences.
Fortune Brands Innovations is an industry-leading home, security and digital products company focused on opportunities within the home, security and commercial building markets. At Fortune Brands, they're building something big, advancing exciting innovations, and delivering trust, dependability, sustainability, and style.
Oversee sales and account management for a large strategic client.
Develop relationships with C-level executives and understand their business.
Make sales presentations to improve client revenues and reduce risk.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.
Manage a defined book of business consisting of credit union clients; implement strategies to expand existing relationships and uncover new revenue opportunities.
Engage with C-level executives and decision-makers to understand their challenges; position Experian's data, software, and analytics solutions to meet their evolving needs.
Exceed sales targets by identifying upsell and cross-sell opportunities, negotiating contracts, and closing deals.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, with corporate headquarters in Dublin, Ireland.
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.
Building and maintaining relationships with high-level clients
Conducting market research to identify new business opportunities
Creating client presentations and proposals; coordinating quarterly business reviews
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly. This shortlist is then shared directly with the hiring company.
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.
Lead and expand strategic business relationships, driving retention, client satisfaction and growth activities within an assigned portfolio of Global Enterprise accounts.
Develop executive-level relationships with clients by researching and understanding complex business needs, responding to client requests, and serving as the primary liaison between the client and internal departments.
Create and maintain strategic account plans for top Global Enterprise clients.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
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.
Manage territory projections and develop sales activities to identify revenue opportunities.
Implement customer retention plans to secure current revenue streams.
Create and execute effective account/territory strategies focusing on new business growth.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Creating a vision, strategy and territory plan to achieve revenue goals and ensure success.
Understand your customer by seeing your world through their perspective, speaking their language, and promoting the voice of your customer to improve Experian's solutions
Increase results to identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries, investing in people and new advanced technologies to unlock the power of data.
You grasp concepts quickly and know how to make the complex easy to understand.
You collaborate naturally with members across different teams balancing priorities.
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and corporate headquarters in Dublin, Ireland.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Call high-net-worth leads, qualifying and scheduling face-to-face appointments.
Meet with prospective clients with the goal of gathering new clients and assets for our firm.
Focus totally on acquisition and sell to high net worth individuals.
Fisher Investments Luxembourg distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. They align with clients' priorities by using a simple and transparent fee structure and recognised European custodians.
Manage a portfolio of employer partners, driving sustained engagement.
Launch repeatable campaign initiatives, and generate measurable employee utilization over time.
Operate as the commercial owner of accounts: protecting retention, increasing engagement depth, and expanding campaign scope.
Rula is dedicated to treating mental health. They aim to create a world where mental health is embraced as an integral part of one's overall well-being and strive to be a force for positive change in the mental healthcare field.
Learn products in assigned specialty area and understand regulations.
Explain product options for routine inquiries and recommend products.
Identify multi-product needs and connect customers to specialists.
Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.
Manage opportunities within current business accounts, calling on customers about new products.
Increase Experian revenue by managing and closing deals with existing customers.
Consult with C-level decision makers to understand needs and develop complex solutions.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.