Source Job

• 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 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.

• Respond to client requests with timeliness and accuracy
• Assist Advisors with client meeting prep and follow-up tasks
• Process account openings, transfers, and manage brokerage tasks

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.

• 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.

• Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
• Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
• Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.

Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.

• Drive territory growth by building strong client relationships and increasing assets under management.
• Develop and execute strategic sales plans to attract new business and retain existing accounts.
• Provide consultative investment guidance and serve as a trusted industry resource.

This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.

• Educate clients on supplemental benefit and financial protection programs via virtual meetings.
• Build and maintain long-term client relationships through consistent communication and support.
• Participate in ongoing training and coaching to develop skills and advance into leadership roles.

This role is posted on behalf of a partner company that manages all applications and next steps. The company focuses on helping individuals and families achieve financial security through supplemental benefit programs, fostering a service-oriented team environment.

• Partner with Regional Account Managers to provide exceptional customer support and prepare accurate quotations.
• Proactively re-engage dormant accounts and identify opportunities for cross-selling and upselling.
• Maintain accurate customer records and opportunity tracking within Salesforce.

Alliance Corporation is a leading North American value-added distributor of products and solutions for wireless networking and cellular infrastructure. They are a fast-paced, aggressive company in a high-growth market with consistent year-over-year revenue expansion.

• Drive new business growth and expansion within the financial services sector.
• Own the full sales cycle from prospecting to closing, including product demonstrations and negotiations.
• Build a qualified sales pipeline, develop relationships with financial institutions, and collaborate with internal teams.

Our partner provides digital engagement solutions for financial institutions. They offer a fully remote working environment with a diverse international team.

• Make daily outbound sales calls and handle inbound inquiries to conduct sales activities with prospects.
• Identify, qualify, and develop sales opportunities through lead generation programs and call campaigns.
• Build trusting relationships with prospects, ensuring exceptional service and satisfaction in a team environment.

We help families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities and have a diverse workforce where more than half of our employees are women.

• Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
• Guide clients through the enrollment process and maintain accurate records with follow-up.
• Build lasting relationships through exceptional customer service in a remote environment.

Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.

• Conduct virtual consultations with clients to assess their financial needs and goals.
• Educate clients on suitable solutions and build lasting relationships through periodic check-ins.
• Complete administrative tasks such as note-taking and appointment setting as needed.

Global Elite Empire Consultants specializes in securing families' financial well-being through virtual consultations and personalized financial solutions. They foster a culture of mentorship, flexibility, and performance-driven advancement, providing complete training and industry-leading tools to their team.

• Build and manage a healthy pipeline of qualified opportunities through outbound efforts and inbound follow-ups.
• Deliver high-impact product demos and run the full sales cycle from prospecting to closing.
• Develop long-term client relationships and record sales activity in the CRM.

Fyorin accelerates growth for digital businesses by simplifying business banking with a financial operations and treasury management platform. It is an award-winning, fast-growing startup built by a small, ambitious team in a remote-first environment.

• Proactively identify, research, qualify, and close new corporate and foundation partnership opportunities.
• Build and manage a strong pipeline of prospects while maintaining accurate forecasting and opportunity tracking.
• Develop customized proposals, presentations, and partnership materials tailored to prospective partners.

The company focuses on humanitarian impact and organizational growth through strategic partnerships. It operates with a remote-first culture and offers flexible work arrangements, emphasizing mission-driven work and collaboration.

• Work from home part-time, providing personalized benefits solutions to clients virtually.
• Conduct client calls, schedule appointments, and present insurance products.
• Attend optional training sessions and collaborate with a dynamic remote team.

Global Elite Empire Consultants is a third-party recruiter that connects candidates with opportunities in financial services. They offer a remote, part-time work environment with a focus on personalized benefits solutions and team collaboration.

• Review, qualify, and follow up on daily inbound leads to build a robust pipeline.
• Collaborate with Marketing and Business Development to drive outbound motion to key strategic accounts.
• Close deals with prospects and manage pipeline to exceed quota and drive company growth.

Affinity is the AI-first CRM for private capital, helping firms turn relationship intelligence into action. The company is trusted by over 3,300 private capital firms and emphasizes a culture of ownership, growth, and collaboration.

• Handle inbound calls and warm leads to consult customers on insurance needs and match coverages.
• Convert sales leads into policyholders using your sales expertise and customer-centric approach.
• Receive paid training, licensing, and a supportive remote work environment from day one.

Liberty Mutual is a Fortune 100 insurance company helping customers protect their assets and pursue their goals. They offer a supportive culture with comprehensive benefits, flexible work arrangements, and opportunities for growth.

• Connect with pre-qualified leads who have already asked for help protecting their families.
• Build your own agency with a clear ownership pathway and hands-on mentorship.
• Earn uncapped commission with average agents earning $800-$1,200 per policy.

Meron Financial Agency is a financial services agency that helps individuals protect their families through insurance and financial products. They offer mentorship and a proven system for agents to build their own agencies, fostering a culture of leadership and work-life balance.

• Facilitates onboarding of new and existing members through digital channels, opening accounts and conducting proactive outreach.
• Identifies lending and cross-selling opportunities to support members' financial goals through digital tools.
• Provides account maintenance and service support via digital channels for members unable to visit branches.

Peak Credit Union is a financial institution providing banking and lending services to its members. The company focuses on digital member onboarding and support, with a culture that values community and customer service.

• Responsible for end-to-end sales cycle for small to mid-sized employers, driving revenue
• Cultivates broker relationships and performs sales presentations via phone and online conferences
• Manages pipeline through Salesforce and collaborates with internal stakeholders

HealthEquity empowers healthcare consumers by providing solutions for health savings accounts and consumer-directed benefits. It is a fast-growing company that values teamwork and innovation.