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Reposted 6 Days AgoSaved
In-Office
5 Locations
115K-125K Annually
Mid level
115K-125K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Manage mid/large-size client relationships, ensuring excellent service and retention. Oversee the renewal process, develop growth strategies, and engage in industry events.
Top Skills: MS Office
Reposted 9 Days AgoSaved
California, USA
70K-70K Annually
Junior
70K-70K Annually
Junior
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Internal Advisor Consultant role focuses on driving sales, building relationships with financial advisors, and providing investment solutions and market insights.
Top Skills: Crm Software
Reposted 9 Days AgoSaved
Remote
Missouri, USA
75K-75K Annually
Mid level
75K-75K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Regional Advisor Consultant will create business plans, develop sales strategies, strengthen relationships, and provide technical information to advisors, focusing on investment products.
Top Skills: ExcelMs WordPowerPointSalesforceTableau
Reposted 9 Days AgoSaved
In-Office or Remote
5 Locations
75K-75K Annually
Mid level
75K-75K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The ETF Business Development Regional Advisor Consultant focuses on growing ETF assets through strategic outreach and relationship management within the RIA channel across the West region.
Top Skills: Finra
Reposted 9 Days AgoSaved
In-Office
Shreveport, LA, USA
60K-85K Annually
Mid level
60K-85K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Development Manager drives agent retention and production, implements training programs, and collaborates with field management for effective sales strategies.
Top Skills: Marketing CentralNylic University Blended Learning CurriculumSales Central
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Reposted 9 Days AgoSaved
In-Office
New York, NY, USA
250K-250K Annually
Senior level
250K-250K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Sales Executive sells group insurance products, develops client relationships, manages the sales process, and drives new business in a hybrid work environment.
Top Skills: MS OfficeOnline Tools
Reposted 9 Days AgoSaved
In-Office
Rapid City, SD, USA
55K-85K Annually
Mid level
55K-85K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Drive agent retention, implement training curriculum, promote sales initiatives, conduct planning meetings, and mentor agents while supporting business growth.
Reposted 9 Days AgoSaved
In-Office
Waltham, MA, USA
135K-300K Annually
Mid level
135K-300K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead the development, implementation, and assessment of training and sales programs at New York Life's General Operations. Collaborate with managing partners to boost sales performance and agent growth.
Top Skills: Fds System (PrpFod)IidMarketing CentralSales Central
Reposted 9 Days AgoSaved
In-Office
Denver, CO, USA
60K-85K Annually
Mid level
60K-85K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Development Manager will oversee agent retention and production efforts, implement training programs, and foster partnerships for effective field development.
Top Skills: Marketing CentralNylic University OnlineSales CentralVirtual Training Technologies
Reposted 13 Days AgoSaved
In-Office
New York, NY, USA
85K-115K Annually
Mid level
85K-115K Annually
Mid level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Institutional Sales Senior Associate manages sales territory, develops investor relationships, executes sales plans, maintains CRM, and coordinates events to meet sales goals.
Top Skills: Crm SystemsFinancial Analysis Tools
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