Build and maintain relationships with financial advisors and retirement plan specialists in a designated territory to generate sales revenue.
Develop and implement business plans, deliver sales presentations, and manage activity tracking using Salesforce to achieve territory sales goals.
Represent the company professionally, organize multiple tasks in a fast-paced environment, and work both independently and collaboratively to solve complex problems.
Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms
Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts
Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms
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. They are recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Learn products in assigned specialty area and understand regulations.
Explain product options for routine inquiries and recommend products.
Identify multi-product needs and connect customers to specialists.
Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.
Coordinate and schedule meetings with prospects, clients, and internal teams.
Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with opportunities in the financial services sector. They focus on remote, part-time roles with potential for significant earnings.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Build relationships and educate customers on retirement plans through inbound calls.
Deliver an outstanding experience through financial advice and mentorship.
Assist customers with plan design inquiries, balance transfers, and account information.
Voya Financial, Inc. is a leading retirement, employee benefits and investment management company. They help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships.
Manage territory projections and develop sales activities to identify revenue opportunities.
Implement customer retention plans to secure current revenue streams.
Create and execute effective account/territory strategies focusing on new business growth.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Identify and prospect potential clients through various channels.
Conduct thorough needs assessments to understand clients' marketing objectives and challenges.
Present tailored solutions to clients that align with their business goals.
Forbes Advisor helps readers turn their aspirations into reality by arming people with trusted advice and guidance, so they can make informed decisions they feel confident in. They are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease.
Leads and develops a team of insurance agents to drive new business growth and increase client retention.
Focuses on coaching, performance management, and implementing effective sales strategies.
Combines client service, financial analysis, and operational support.
Davis Family Financial LLC partners with top fortune 500 companies to provide complimentary financial plans. They seek individuals with strong communication and customer service skills, offering opportunities for growth into management and leadership roles.
Respond to client requests with timeliness and accuracy.
Assist Advisors with client meeting prep and follow-up tasks.
Process account opening applications and transfer paperwork.
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. They have created a culture of success and a team that is dedicated to its clients.
Generate revenue growth and manage Credit Union client relationships by developing close alliances with senior client management and acting as a strategic partner.
Use data, analytics, software, and technology solutions to help clients lead in lending, risk management, fraud prevention, and member engagement through formal presentations and written proposals.
Develop forecasts, advance pipeline, and identify new business opportunities while collaborating across teams and traveling up to 50% of the time.
Experian is a global data and technology company that uses its unique combination of data, analytics, and software to power opportunities for people and businesses, such as redefining lending, preventing fraud, and simplifying healthcare. It is a FTSE 100 company with a team of 22,500 people across 32 countries, known for its people-first culture and commitment to inclusion, authenticity, and development.
Lead and execute a regional sales strategy aligned to enterprise growth objectives.
Drive performance across new business production, retention, and profitability.
Build and sustain strong relationships with brokers, consultants, and distribution partners.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage a portfolio of customers and prospects, identifying opportunities to upsell and cross-sell financial products and services.
Conduct outbound sales calls to engage with customers, understand their needs, and present tailored solutions.
Build and maintain relationships with customers, providing exceptional service and support to drive customer loyalty and retention.
OCBC is Singapore's longest established bank, dedicated to enabling individuals and businesses to achieve their aspirations since 1932. It is a future-ready learning organisation and a regional financial services group with comprehensive coverage across ASEAN and Greater China, aiming to be Asia's leading financial services partner for a sustainable future.
Develop and manage client accounts by providing tailored financial solutions that meet individual needs.
Conduct market analysis to identify trends and opportunities for clients.
Engage in inside sales activities, including calling warm lead potential clients to generate sales.
The company provides expert financial advice and solutions to clients, helping them achieve their financial goals. They value people who strive to provide exceptional financial consulting services while fostering professional growth within their team.
Coach and mentor Partner Account Managers to achieve revenue goals.
Recruit and retain Partner Account Managers, coaching sales processes.
Manage the end-to-end sales process and forecast sales.
Human Interest aims to provide all workers access to retirement benefits, addressing the fact that over half of working Americans aren't saving enough. They are a high-growth fintech company backed by investors, working to make retirement plans affordable and accessible for small and medium-sized businesses.
Collaborate closely with management to plan and implement a strategic outreach plan
Develop and implement best practices for growing VGS's customer base and strategic partnerships
Create new business by aggressively finding, qualifying, and closing leads
VGS is the world's leader in payment tokenization. Large banks, aspiring fintechs, and growing merchants embed their universal token vault into their technology stack. They have a remote-first philosophy and believe flexibility leads to great work and a healthy work-life balance.
Help individuals, families, or business owners with their financial goals.
Create financial roadmaps through our financial solutions, products and services.
Provide guidance on retirement planning, wealth accumulation, and investments.
Traction Forge Financial prioritizes families' financial needs in decision-making. The company educates people from all backgrounds about finances and partners with top Fortune 500 companies to offer complimentary financial plans.
Onboarding new clients efficiently, ensuring seamless handoffs from RVPs to Wealth Management Teams.
Driving sales momentum by proactively initiating opportunities with channel partners and participating in prospect meetings.
Managing prospecting activity, including Client Questionnaires and communications with Financial Consultants.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
You grasp concepts quickly and know how to make the complex easy to understand.
You collaborate naturally with members across different teams balancing priorities.
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and corporate headquarters in Dublin, Ireland.
Generate new business through targeted outreach and inbound lead management.
Build and maintain a strong pipeline to exceed annual sales targets.
Consult with prospects on how rewards and incentives can drive engagement.
Blackhawk Network (BHN) operates a global platform providing branded payment solutions. They help businesses grow revenue, increase loyalty, and engage consumers through the issuance and distribution of gift cards, egifts, corporate payouts, and rewards.