Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan 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, the company operates a coast-to-coast network of 19 leading firms.
Proactively identify and develop new business opportunities through outreach to regional custodial and financial services partners.
Serve as a rapid-response team member managing incoming custodial referrals, coordinating pre-introduction communications, and supporting the sales process from initial contact through onboarding.
Partner with regional sales leadership to monitor the new-business pipeline and coordinate with support teams to ensure effective communication across functions.
The company is a financial services firm that partners with custodial and financial services organizations. The company operates remotely and values collaboration, relationship building, and high-quality client experience.
Coach and mentor a team of Partner Account Managers to achieve and exceed revenue goals.
Recruit and retain Partner Account Managers by hiring for required skills and coaching sales processes.
Drive a culture of accountability while traveling within your region and nationally.
Human Interest is a fintech company on a mission to make retirement benefits accessible to employees of small and medium-sized businesses. They are a high-growth company backed by top investors including BlackRock and SoftBank, with a culture focused on customer obsession and long-term orientation.
Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.
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.
Drive net-new revenue and achieve production targets within an assigned territory.
Pursue sales opportunities strategically through existing channels and markets.
Deliver compelling presentations and product demonstrations to showcase deep understanding of client needs.
Wealth.com is the industry's leading estate planning platform, empowering over 1,000 wealth management firms to modernize estate planning with a tech-led, end-to-end solution. The company has a collaborative and supportive culture, and is certified as a Great Place to Work for 2025.
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.
Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to Certified Financial Planner™ professionals. As a remote-first startup backed by prominent investors, we foster a supportive, inclusive team culture focused on employee growth and wellbeing.
Conduct virtual consultations to assess clients' financial needs and present suitable solutions.
Build lasting client relationships through consistent periodic check-ins and follow-ups.
Complete administrative tasks like note taking and appointment setting as needed.
Global Elite Empire Consultants is a third-party recruiting firm that connects people with remote roles focused on protecting families' financial well-being. The company emphasizes flexibility, mentorship, complete training, and advancement based on performance.
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.
Speak with clients who have requested help understanding their financial protection options.
Guide families through a simple enrollment process and build long-term relationships.
Enjoy a flexible remote work environment with pre-qualified leads and ongoing support.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with financial protection options. They offer a fully remote work environment with a focus on mentorship and flexible schedules.
Meet virtually with clients who have expressed interest in learning about their benefit options to understand their needs and provide personalized guidance.
Assist clients through the enrollment process with professionalism and care while building lasting relationships.
Deliver exceptional customer service with a focus on understanding each client's unique situation.
Global Elite Empire Consultants is an independent third-party recruiting firm connecting clients with benefit options. They foster a supportive, collaborative remote team environment with performance-based growth opportunities.
Develop and execute strategic sales initiatives to drive ETF adoption across professional buyer channels.
Cultivate and expand relationships with RIAs, aggregators, model portfolio managers, and institutional consultants.
Serve as a senior representative at client meetings, conferences, and industry events to grow the Virtus ETF franchise.
Virtus ETF Solutions operates a multi-manager ETF platform providing access to active, systematic, fixed income, equity, and alternative strategies. The company is a dynamic, fast-growing organization with a collaborative culture and resources of a large firm.
Build and nurture client relationships, ensuring customer satisfaction and long-term retention.
Act as a trusted advisor, understanding client needs and aligning them with our solutions.
Identify upsell and cross-sell opportunities to drive revenue growth and increase account value.
Patch My PC exists to improve lives by providing a trusted enterprise solution that helps IT and Security teams automate and manage third-party updates. The fully remote crew of 150 GIF-loving humans supports over 10,000 customers and more than 32 million devices, fostering a culture guided by core values focused on improving lives.