Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.
Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.
Build and maintain retirement income plans using IncomeLab, including tax-efficient withdrawal roadmaps and Roth conversion analysis.
Prepare advisor-facing briefs that translate complex technical output into clear recommendations, risks, and contingencies.
Support planning meetings by reviewing transcripts, catching data gaps, and improving checklists and SOPs.
Peak Financial Planning is a financial planning firm that specializes in retirement income planning, offering deep technical expertise rather than pushing advisors into sales. The firm has 70,000+ YouTube subscribers and generates 100 qualified prospect consultations a month through educational content, with a small team focused on high-quality, complex planning work.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.
AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.
Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
Produce sales results through high-volume outbound calls and emails.
Screen prospective clients and set appointments for financial advisors.
Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.
Develop and execute sales strategies to acquire new business in the Southeast US region.
Build relationships with small and medium-sized business decision-makers to promote retirement benefits.
Collaborate with internal teams to ensure successful onboarding and customer satisfaction.
Human Interest is a fintech company making retirement benefits affordable for small and medium-sized businesses. Backed by top investors, they have a culture of customer obsession and continuous improvement.
Own the full enterprise sales cycle within your territory from prospecting to close with self-insured employers and health plans.
Build and maintain a strong pipeline through direct outreach, broker partnerships, and industry events.
Serve as a trusted advisor to HR and Benefits leaders, translating clinical outcomes into compelling business cases.
Ayble Health is an AI-enabled virtual digestive health clinic providing multidisciplinary care for GI conditions. As the fastest-growing GI company in the nation, we are building a world-class commercial team and looking for a mission-driven sales leader.
Manage and grow a defined portfolio of strategic accounts, building strong relationships with key stakeholders.
Expand the footprint of Check Point solutions within existing accounts by identifying cross-sell and upsell opportunities.
Develop and execute account plans that increase customer adoption, retention, and long-term business value.
Check Point Software Technologies is the world's leading vendor of cyber security, facing the most sophisticated threats and attacks. The company has been honored by Time Magazine as one of the World's Best Companies and has earned a spot on the Forbes list of the World's Best Places to Work for five consecutive years.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Drive solution selling to expand IDC's footprint among F1000 C-suite technology executives, leveraging hunting techniques.
Deliver compelling presentations on AI, research, and advisory services to executive decision makers across diverse industries.
Build and sustain relationships with end clients, collaborating with analysts and consultants to craft winning proposals.
IDC is the premier global provider of trusted technology intelligence, equipping business and technology leaders with evidence to make confident decisions. With over 1,000 analysts worldwide and recognized as Analyst Firm of the Year for five consecutive years, IDC fosters a culture of growth, collaboration, and long-term career development.
Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.
This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.
Execute a structured 2-call close process: discovery calls and Brand Analysis presentations to close high-ticket B2B deals.
Manage pipeline with follow-ups, second calls, and CRM data in Pipedrive while maintaining daily KPI reports.
Attend regular training and call reviews to sharpen skills and improve performance.
GNO Partners helps established Amazon FBA brands scale profitably by installing proven systems, processes, and strategies. With over 800 brands worked with and 450+ active clients, they are a fully remote team that uses a Done-With-You consulting model to make clients top-tier operators.
Oversee sales and account management for one of Experian's largest strategic clients in financial services, payments, and technology.
Maintain C-level relationships, understand client industries and markets, and deliver sales presentations for Experian solutions.
Must be located in TX, NY, NJ, PA, or DE; requires 8+ years of sales experience with complex solutions and executive-level engagement.
Experian is a global data and technology company that powers opportunities for people and businesses using data, analytics, and software. With 23,300 employees across 32 countries and a FTSE 100 listing, we foster a culture focused on DEI, work/life balance, and innovation, earning recognition as a top workplace globally.
Source and develop leads through prospecting and networking to meet monthly sales goals.
Communicate effectively to deliver excellent customer service and maintain client retention.
Obtain Property & Casualty and Life Insurance licenses during paid training.
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. Our culture embraces diversity and collaboration to deliver legendary service.
Oversee day-to-day administration of qualified and non-qualified retirement plans, including contribution reconciliation and distribution processing.
Ensure compliance with company policies, federal legislation, and manage annual audits, non-discrimination testing, and Form 5500 filings.
Lead a team of three, manage vendor relationships, and provide retirement counseling to employees and retirees.
Hackensack Meridian Health is a healthcare network dedicated to transforming healthcare and serving as a leader of positive change. With a culture rooted in connection and collaboration, our team members are supported through competitive benefits and a community-focused environment.
Contact qualified leads generated by Fisher's marketing group to evaluate high-net-worth prospects' financial goals.
Educate prospective clients on Fisher's offerings to help them become clients.
Manage your business remotely while covering a local territory within driving distance.
Fisher Investments Canada is a privately held, multi-billion dollar global investment firm active in over 16 countries. The company prioritizes client goals and offers a collaborative culture with a focus on results and long-term success.