Remote Sales Jobs • Financial Services

As an External Wholesaler, specializing in Final Expense at Afficiency, you’ll serve as a strategic connector between our innovative life insurance products and the independent financial professionals who distribute them. Operating within the United States, you will be responsible for driving sales, deepening relationships, and expanding our market presence.

Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million. You will partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts.

This role is pivotal in driving the company's growth by expanding market share and enhancing customer engagement. The Regional Director's efforts will directly contribute to the achievement of sales targets and overall business success. You will develop and execute sales strategies, identify new business opportunities, build and maintain relationships with key customers, and provide regular reporting on sales performance and market trends.

Develop and maintain annuity production through a detailed business plan, including training and motivating Financial Institutions. Act as a steward of company resources and a leader within the Annuity Distribution group. Cultivate a successful business to attain sales goals with top producers and coordinate a regional business plan with Internal Wholesalers.

ServiceNow is investing in a Financial Services Industry Solutions organization. They are building a team of collaborative individuals who are passionate about the opportunity to transform Financial Services using ServiceNow's powerful digital workflow platform. As a Sr. Principal, Financial Services Architect, you will be part of their Financial Services Industry Solutions organization. You will be a Financial Services industry expert with a knowledge of the Financial Services solution stack across the application, workflow and data/integration layers.

Communication is the key to success. You will manage key Payments & Technology client relationships, prospect and establish new relationships within the Payment Processing, Big Tech, and Ecommerce ecosystems, build close alliances with senior client management personnel, offer recommendations through formal sales presentations and written proposals, and negotiate annual and individual pricing contracts and agreements.

Support the Saybrus distribution segment by proactively managing assigned region(s) and accounts, and the wholesalers in achieving regional and company sales goals. Initiate marketing campaigns and maintain relationships with assigned advisors, supporting key distribution relationships. Provide conceptual sales support and training on insurance concepts being marketed to advisors.