Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Serve as the first point of contact for prospective customers via phone.
Use a consultative sales approach to guide customers through the application process.
Continuously improve your performance in a metrics-driven environment, directly impacting your earnings.
Zinnia is the leading technology platform for accelerating life and annuities growth. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, and over 2 million policyholders, with a culture driven by core values: be bold, team up, deliver value.
Speak with clients over phone or Zoom to help them select life insurance coverage.
Work with warm inbound and outbound leads with no cold calling required.
Follow a proven system with clear training and support to earn high commissions.
Meron Financial Agency helps families choose life insurance coverage that fits their needs. They are expanding in the Houston market and offer a performance-based career with uncapped earning potential.
Developing and implementing strategic sales plans to hit company goals and exceed daily, weekly, and monthly quotas.
Coaching, empowering, and engaging 12-14 Sales Agents in a call-center environment.
Providing data reporting, analysis, and tracking of team and individual sales performance.
Kin is an insurtech company that simplifies homeowners insurance using data and technology, expanding to help homeowners thrive in areas with climate risks and high costs. Founded in 2016, it's a remote-first employer with over 35 states, serving customers in 13 states, and has been recognized as a Best Place to Work and Fastest-Growing Private Company.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Conduct consultative sales conversations with clients to understand their insurance needs.
Manage the sales process from lead follow-up to closing without cold calling.
Build and maintain strong client relationships through professional communication and follow-through.
The company assists clients in making informed decisions regarding health and life insurance. It is a supportive organization that emphasizes training and career growth for its sales team.
Drive business growth by developing new opportunities and maintaining existing relationships within the assigned territory.
Manage the indirect dealership network, including training, support, and portfolio performance monitoring.
Analyze market data, generate reports, and travel extensively to meet KPIs and support business expansion.
Grow Financial Federal Credit Union is a member-owned credit union serving over 300,000 members and 600 team members, dedicated to service over profit. They foster a collaborative culture with a focus on personal and professional growth, earning recognition as a Top Workplace.
Develop and execute territory growth plans across Western U.S. states to achieve sales and market share objectives.
Build and maintain strong relationships with distributors, contractors, engineers, and municipalities.
Drive project opportunities by influencing specifications and expanding channel partnerships.
The company operates in industrial and infrastructure markets, focusing on plant sales. It is a growing business division with a collaborative, performance-driven culture and a focus on teamwork and innovation.
Sell whole life and final expense solutions through a high-volume phone-based sales process.
Convert qualified paid and internally generated leads at a high rate after training.
Follow company scripts, coaching, and CRM discipline to build consistent performance.
This independent insurance agency specializes in whole life and final expense sales. It is a fast-growing, performance-driven team with a high-accountability culture.
Conduct 120-200 calls per day to prior customers seeking additional capital.
Assist past clients with new financing applications via phone, email, and text.
Identify client needs and align them with appropriate product offerings.
Five Star Solutions is a fast-paced, high-growth INC 5000 company that provides financial products to business owners. It values diversity and is committed to a professional, diverse workforce.
Actively seek out and engage customer prospects in the Pennsylvania, Northern Maryland, and Delaware territory, traveling 70% with a company vehicle.
Develop and maintain positive business relationships, expedite issue resolution, and coordinate sales efforts with team members.
Present and sell products and services using solid arguments, provide demonstrations and training, and supply management with reports on customer needs and competitive activities.
Core & Main is a specialty distributor of water, wastewater, storm drainage, and fire protection products and services. With over 370 locations and 5,700 associates across the U.S., they provide local expertise backed by a national supply chain and are committed to helping communities thrive.
Lead a sales team within a designated territory to demonstrate AssetMark's value proposition to financial advisors.
Travel to advisor offices and industry events, provide support for client presentations, and assist new advisors with onboarding.
Educate advisors on wealth management platforms, investment practice management, and client relationship offerings.
AssetMark provides investment solutions for independent financial planners, combining technology, support, and consulting. The company boasts over 10,500 advisors and $150B+ AUM, with a culture centered on heart, client success, integrity, respect, and excellence.
Identify client needs and recommend tailored insurance solutions to protect what matters most.
Develop and maintain strong client relationships through networking, referrals, and follow-ups.
Generate leads and close sales while working independently with a supportive team.
GIA Legacy Planning specializes in tailoring personalized insurance solutions to protect the financial well-being of families and businesses. The company fosters a supportive, entrepreneurial culture focused on growth and work-life balance, with opportunities for leadership development.
Resolve complex consumer issues and advise first level representatives on high level issues.
Assist policy holders with billing questions and concerns.
Provide support to policy holders with policy changes and recommend adjustments as necessary.
TP is a leading global provider of digital business services, partnering with prominent brands to optimize operations through advanced technology and sustainable practices. With a global workforce of 500,000 across 300 languages, they prioritize a culture of inclusion and diversity where every employee feels valued.
Lead and manage a team of Regional Directors and Account Executives in the East Region to exceed sales targets.
Develop and implement sales strategies to drive revenue growth in the 50 to 9,999 life segment.
Collaborate cross-functionally, monitor performance, and build broker relationships to achieve company objectives.
Garner partners with employers to redesign healthcare by using proprietary clinical metrics to identify top doctors and steer members to better care, reducing costs. With over 2.5 million lives impacted and $1B saved, the company has doubled in size each year for five years and fosters a culture of high performance and accountability.
Identify client needs and recommend tailored insurance solutions.
Develop and maintain strong client relationships through networking and follow-ups.
Educate clients on policies and stay informed about industry trends.
GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company culture emphasizes integrity, mentorship, and professional growth.
Serve as the primary point of contact for assigned independent agencies, building trusted relationships and supporting their growth objectives.
Conduct individual and group training sessions to improve agent understanding of insurance products, carrier markets, and sales opportunities.
Drive agency production growth by identifying opportunities, increasing product knowledge, and supporting effective selling strategies.
The company helps independent insurance agencies grow by improving their knowledge, engagement, and production across available insurance solutions. It values a customer-focused mindset and operates with a remote, flexible work environment.
Serve as the primary point of contact for clients after onboarding, developing strong relationships with key stakeholders.
Identify opportunities for upselling, cross-selling, and new business development using data-driven analysis.
Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes to drive agency production.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to top US carriers and the tools to grow their businesses. The company has thousands of active agents with hundreds joining monthly, and it is committed to putting consumer-grade software at agents' fingertips.
Guide beneficiaries through health insurance options by listening to their needs, answering questions, and recommending suitable coverage solutions.
Conduct phone consultations to help customers understand plans and make informed purchasing decisions while meeting sales targets.
Maintain accurate customer information and documentation while navigating multiple systems and applications.
Amplify helps individuals make informed decisions about their health insurance coverage through personalized support and education. The company operates a remote call center environment with a focus on customer service and sales, offering paid training and career growth opportunities.