Source Job

$180,000–$190,000/yr
US

  • Provide advanced case design support to recruiters, financial advisors, and professional advisors.
  • Conduct phone or virtual consultations with recruiters, financial advisors and professional advisors.
  • Develop marketing, sales, and educational materials on advanced concepts in estate, retirement, business and charitable planning.

Sales Marketing Communication Collaboration Finance

20 jobs similar to Advanced Sales Field Director

Jobs ranked by similarity.

US

  • Educate clients on retirement, wealth protection, and financial strategies.
  • Conduct financial needs analyses and help develop personalized financial game plans.
  • Build long-term relationships with clients and families.

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.

US

  • Conduct proactive phone sales presentations to top tier financial advisors.
  • Partner with wholesaler to drive sales and assets and build relationships with advisors.
  • Effectively profile advisors to understand their practice, clients and investment process.

LaSalle Investment Management is a global real estate investment manager that applies investment talent, market expertise, and data-driven intelligence through a disciplined fair-value framework. As the investment division of JLL, the company's capabilities are supported by the scale of its global platform.

US 3w PTO

  • Maintain client satisfaction and expand employer services within assigned account territory supporting Government and Insurance industry clients.
  • Drive sales and provide superior customer experience while creatively solving problems in a fast-paced environment.
  • Build and sustain trusted advisor relationships with client executives to best position Experian Employer Services value.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. With an amazing team of 25,200 people in 32 countries, our people-first culture is award-winning.

US

  • Guide individuals and families through meaningful financial conversations
  • Build personalized financial strategies aligned with client goals
  • Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions

Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.

$52,000–$225,000/yr
US

  • Consult with prospective and existing clients regarding life insurance and financial services needs.
  • Explain policy options, coverage details, and underwriting requirements.
  • Follow up on warm leads.

The company is seeking a motivated and licensed Life Insurance Agent to join their fast growing team. They provide training, mentoring and ongoing support.

Global

  • Speak with clients who have requested information.
  • Help families understand available benefit options.
  • Guide clients through a simple enrollment process.

Global Elite Empire Consultants is a third-party recruiter. They provide remote opportunities where individuals work directly with clients requesting help with financial protection options.

$60,000–$90,000/yr
Global

  • Guiding families through tailored benefit options
  • Running virtual consultations with confidence
  • Building long-term trust-based relationships

We built this role for individuals to launch a career that grows as fast as they do. We provide the leads, the training, the mentorship, and the system.

US

  • Build relationships and increase the assets of assigned Wealth Management clients.
  • Work closely with an Internal Wholesaler to implement your territory plan.
  • Develop and implement marketing plans for assigned clients.

American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.

US 12w maternity 2w paternity

  • Make outbound calls to prospective business clients from primarily cold lead sources.
  • Qualify leads to identify potential sales opportunities.
  • Schedule appointments for the Sales team with qualified prospects.

The N2 Company is a leading publisher of community magazines in America. They provide supportive and fulfilling remote work opportunities and foster a collaborative environment.

US

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends, fortifying your knowledge.

We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.

US

  • Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
  • Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
  • Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.

Trucordia is built on wildly successful businesses to create the next great insurance brokerage. They offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for employees, clients and stakeholders. With more than 5,000 team members across 200 offices across the country, they have been ranked as one of the fastest-growing companies in the U.S. for three consecutive years.

US

  • Effectively communicate, present and sell to our inbound inquiries.
  • Cross sell a wide range of personal lines products with multiple top-rated carriers.
  • Communicate with escrow and lender professionals to complete the sales process.

Fidelity National Financial's Property and Casualty Insurance Agency provides affiliated title insurance customers with a competitive path to purchasing homeowners insurance. They utilize an inbound-only sales model.

US 12w maternity 12w paternity

  • Prospect, develop pipeline, and build relationships with benefits brokers and consultants to sell pet insurance as a worksite benefit in the Northeast Region.
  • Execute sales strategy, identify new opportunities, and achieve sales goals by selling directly to employer groups and through insurance partners.
  • Compile RFPs and RFIs, tailor sales presentations, and attend trade shows while keeping updated on industry trends and competitive offerings.

Independence Pet Holdings is a holding company that manages a diverse portfolio of modern pet health brands and services, including insurance and lost recovery, throughout North America. It operates as a leading authority with a full stack of resources and a multi-brand approach, supporting over 1,000,000 pets in the U.S. and Canada through subsidiaries like Pet Partners.

$45,000–$50,000/yr
US

  • Serve as the first point of contact for prospective customers via the phone.
  • Demystify the industry jargon and make life insurance easy to understand.
  • Use a consultative sales approach to guide customers through the application process.

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. They have over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

US

  • Review and assess medical and financial risk for complex underwriting cases.
  • Communicate underwriting decisions effectively with agents and distribution partners.
  • Provide technical support and informal leadership to the underwriting team.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$12,000–$125,000/yr
US

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage.
  • Protect Assets/Funds, Build and Leave a Legacy, Index Strategies, and Estate Planning.

They are seeking motivated individuals to join their team as remote agents. They offer a comprehensive training program to help you succeed.

$75,000–$235,000/yr
US

  • Become a licensed independent agent in life, accident, and health insurance.
  • Utilize a proprietary sales management system & training with world-class mentoring.
  • Enjoy work-life balance, vacation trips, and discounted health, dental, vision, and life insurance.

We are hiring passionate and responsible individuals. We offer a proprietary sales management system & training, world-class mentoring, and a state-of-the-art CRM and automation, with a lead system.

US

  • Establish, develop, and maintain sales efforts and processes to ensure the highest standard of client servicing, generating new leads and effectively selling the company's products and services.
  • Build and drive a healthy pipeline of deals, manage upsells, and build knowledge and relationships with clients within an assigned territory to achieve all individual sales goals and quotas quarterly and annually.
  • Create, plan, and deliver presentations on products and services, assist in determining pricing, and negotiate contracts while contributing to a vibrant, competitive, and supportive team culture focused on client success.

M3 USA is a healthcare innovation company providing digital solutions across healthcare, life sciences, and pharmaceuticals, utilizing trusted platforms to engage global physician communities for medical education, job placement, and market research. The company fosters a dynamic and innovative environment where every team member contributes to global health advancements, offering a unique career at the cutting edge of healthcare innovation.

Global

  • 100% remote - work from anywhere
  • No cold calling, ever
  • High-quality leads provided and called for you

They are a fast-growing, tech-driven insurance organization. They are looking for experienced agents who want a smarter way to build their business; their high-tech system delivers warm, qualified leads so agents can spend their time closing, not chasing.

$82,100–$133,400/yr
US

  • Lead a team of inside sales professionals to exceed sales goals.
  • Analyze market conditions and competitive positioning.
  • Manage team performance through coaching and training.

TDS Telecom connects people with high-speed internet, TV, and phone services. They focus on building fiber optic networks and serving over 1 million connections across urban, suburban, and rural areas in the U.S.