Lead relationship development with professional fiduciaries across California to drive growth and scale.
Provide investment consultations, platform demos, and quarterly reviews to fiduciary clients.
Develop investment recommendations and represent True Link at PFAC conferences and events.
True Link Financial is a profitable, mission-driven fintech company building financial solutions for underserved populations including people with disabilities and older adults. The company has been recognized on the Forbes Fintech 50 and Inc. 5000 list, operating with startup pace and financial services rigor.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Own and grow a portfolio of enterprise customers and prospects, winning new logos while expanding and renewing existing relationships.
Lead complex evaluations across executive, advisor, technology, compliance, InfoSec, vendor-risk, and AI governance stakeholders.
Partner with customer success and executive sponsors on business reviews, ROI checkpoints, and renewal strategy.
Vanilla is the first AI-powered estate advisory platform that unifies scenario modeling, client visualization, and document creation for wealth transfer. The company is a distributed startup with a mix of fully remote and hybrid roles, built by a team of curious builders and problem-solvers who thrive on speed, autonomy, and impact.
Develop new business opportunities with financial advisors, RIAs, and recordkeepers to promote retirement plan services.
Deepen distribution networks and build long-term partnerships with key industry intermediaries.
Execute targeted sales strategies, manage pipeline, and report through HubSpot CRM.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, offering integrated third-party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest-growing private companies and certified as a Great Place to Work, it employs a collaborative team that values diversity and growth.
Engage prospective customers through inbound and outbound channels to educate them on annuity products and purchasing requirements.
Conduct thorough discovery conversations to understand customers' financial needs and recommend appropriate annuity solutions.
Manage an active customer pipeline using CRM tools, providing timely follow-up and identifying friction points to improve the experience.
The company assists customers in selecting annuity products for long-term financial security. It operates in a fast-paced, remote environment with a focus on high performance and continuous improvement.
Achieve annual new business sales objectives by leveraging existing relationships with benefit consultants and insurance brokers.
Develop strategies to acquire new business through continuous broker communication and consultative services.
Maintain a fully remote work style with 50% travel, requiring proximity to a major airport.
We are a national third-party administrator that delivers customized self-funded benefit programs. We are a mission-driven company with a focus on innovative cost containment strategies.
Manage day-to-day product sales and client communications.
Conduct strategic account research and co-sell with Account Managers.
Attend networking events and drive territory growth.
NRI North America is a sales organization that provides IT solutions and services to its clients across North America. The company fosters a collaborative, results-oriented culture with a focus on positive environment and career growth.
Assessing clients’ needs and imparting knowledge on solutions.
Cultivating lasting client relationships through consistent, periodic check-ins.
Global Elite Empire Consultants is a third-party recruiter that connects individuals with opportunities in the financial services industry to help families secure their financial well-being. They emphasize mentorship, training, and a flexible work environment with a focus on performance-based advancement.
Drive storage sales growth in the financial services industry across an assigned US territory.
Own the end-to-end sales pipeline, from prospecting to negotiation and closing.
Partner with account managers, presales, and channel teams to expand customer relationships.
Our partner company provides enterprise storage products and services to financial services clients. It fosters an inclusive, flexible culture and supports employees' professional growth and wellbeing.
Develop and maintain key relationships with client account and pharmacy teams.
Drive strategic account plans to ensure client engagement and satisfaction.
Lead client meetings and consult on pharmacy spend optimization.
Prime Therapeutics is a pharmacy benefit manager (PBM) focused on simplifying healthcare and connecting care for clients. The company is a large, purpose-driven organization with a culture centered on innovation and employee well-being.
Collaborate with cross-functional teams to deliver value-focused solutions and exceed sales targets.
The partner company specializes in B2B sales solutions and operates remotely. They foster a collaborative, performance-oriented culture with opportunities for growth and inclusive values.
Track pipeline, address objections, and report field insights to internal teams.
Branch is an insurance technology company that uses data, tech, and automation to make insurance simpler, more affordable, and more accessible. The company is remote-first and people-focused, with a culture built on transparency, pay equity, and flexibility.
Strategically drive account sales by developing business plans to maximize profitability.
Build and maintain strong customer relationships through account penetration and prospecting.
Collaborate with marketing and demand generation teams to proactively reach potential customers.
Mountz Inc. is a torque tool specialist that develops and services cutting-edge manufacturing tools. As part of Snap-on Inc., they combine decades of expertise with a commitment to precision and safety.
Manage and grow strategic client relationships across a defined territory, serving as the primary point of contact throughout the full service lifecycle.
Lead monthly client meetings and weekly status calls, ensuring proactive communication and trust-based relationships with key stakeholders.
Identify and secure new business opportunities, expand portfolio, and drive revenue growth within your territory.
WWHS provides workforce solutions including recruitment, immigration, and onboarding services to clients. They emphasize client satisfaction, growth, and operational excellence.
Lead and develop a team of Client Executives managing strategic accounts, including C-suite relationships, contract economics, and renewal outcomes.
Build proactive consultant and broker relations, and own retention, renewal, and revenue performance for a book of business.
Coordinate cross-functionally to resolve escalations, develop processes, and contribute to organizational design.
AffirmedRx is on a mission to improve health care outcomes by bringing clarity, integrity, and trust to pharmacy benefit management. They are committed to making pharmacy benefits easy to understand and always in the best interest of employers and the lives they impact.
Leads the development and execution of regional strategies to achieve profit and growth targets for Personal Lines and Small Commercial.
Provides leadership, coaching, and development to region leadership managing insurance products and agency programs.
Collaborates with internal partners to manage state regulatory, judicial, and CAT complexities for long-term success.
Liberty Mutual is a global insurance company providing personal and small commercial insurance products through independent agents. It employs thousands worldwide and fosters an inclusive culture focused on employee well-being and professional growth.
Generate new leads and build a pipeline of potential clients through proactive prospecting and networking.
Present customized commercial insurance and employee benefits solutions to meet client needs.
Manage client relationships and coordinate with account managers to deliver comprehensive proposals.
Trucordia is an insurance brokerage that provides risk management and insurance solutions to businesses and communities. With more than 5,000 team members across 200 offices in the U.S., the company celebrates individual and collective successes and fosters a culture of care, collaboration, and results.
Design and execute the annual compliance testing program for the broker-dealer and RIA, including FINRA 3110 and SEC 206(4)-7.
Act as a key contact during regulatory examinations, managing data requests and supporting internal investigations.
Maintain policies and procedures inventory, including Written Supervisory Procedures, and assist with regulatory filings.
Mercury is a fintech company building banking and financial infrastructure for startups, offering services through partner banks. The company values compliance as a foundation for trust and growth, fostering a collaborative and diverse work environment.
Drive Revenue – Close deals and expand YipitData’s presence in the investment field.
Build Relationships – Cultivate trust with senior stakeholders and deliver value.
Collaborate & Impact – Partner across teams to ensure client success and drive results.
YipitData is a leading market research and analytics firm for the disruptive economy, analyzing billions of data points to deliver actionable insights. The company has a people-centric culture, operates globally, and was named an Inc. Best Workplace.
Meet established sales quotas on a monthly, quarterly, and annual basis.
Utilize Trucordia sales and marketing tools to execute cold calls, appointments, and presentations to close new business.
Manage a book of business to support high renewal rates and collaborate with Client Service.
Trucordia is an insurance brokerage built on successful community businesses across the U.S., offering a combination of people, tools, and solutions. With more than 5,000 team members across 200 offices, the company celebrates individual and collective successes and fosters a caring, collaborative culture.