Top Tech Jobs & Startup Jobs

Provide personalized retirement and financial planning to existing and prospective clients, using company-provided CRM and financial planning tools. Grow business through marketing support, client outreach, and collaboration with district leadership. Maintain required licenses, compliance, and sales performance while traveling up to 25% as needed.

Manage and conserve a book of high-value client accounts, provide retirement and financial planning, grow assets through referrals and prospecting, use planning tools, meet sales targets, and comply with regulatory standards.

Provide personalized retirement and financial planning to existing and prospective clients, use company CRM and planning tools, leverage company marketing to grow business, collaborate with district leadership, and maintain required licensing and compliance (FINRA Series licenses and state life/health license).

Provide personalized retirement and financial planning services to clients, using company resources to enhance client engagement and collaborate for skill improvement.

The Senior Investigations Analyst leads digital forensics investigations, collecting and preserving evidence, analyzing data, and producing reports for legal and HR stakeholders.

The Senior Underwriting Consultant assesses medical and financial risks for life insurance applications, ensuring accuracy and prompt processing while focusing on customer service and supporting sales.

Meet with existing and prospective clients to plan financial futures, use company-provided planning and CRM tools, leverage marketing support to grow business, and collaborate with colleagues and leadership to develop skills and best practices.