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The Annuity Wholesaler recruits and services annuity agents through calls and marketing, managing agent relationships, and promoting events.

The Account Manager II manages client accounts, overseeing renewals, open enrollment, relationship building, project management, vendor coordination, and compliance support while ensuring deliverables are met.

The SVP, Consulting is responsible for driving sales of Wealthspire's Executive Benefits solutions, developing strategic partnerships, achieving sales targets, and ensuring client satisfaction while managing account transitions.

The Sr. Account Manager manages client accounts, supports strategies, oversees renewals, and coordinates projects while maintaining strong client relationships.

The Sr. Benefit Coordinator supports account management by assisting with client communication, data analysis, document management, and administrative tasks while fostering team development and best practices.

Manage client accounts for benefits administration, ensuring onboarding satisfaction, handling renewals, resolving issues, and conducting client meetings while identifying upsell opportunities.

The Underwriting Specialist will review applications for cannabis accounts, assist with underwriting processes, manage accounts, and work with insurance brokers.

The Account Manager II services client accounts, manages renewals and marketing processes, leads presentations, and builds relationships with clients and carriers. Responsibilities include preparing proposals, analyzing documents, and assisting in compliance audits.

The Employee Benefits Account Manager will manage client portfolios, ensuring excellent service delivery, gathering information, onboarding clients, and identifying account development opportunities.

The Consultant Solutions Administrator I will support the Consulting Data Analytics team by managing data systems for client and contract data, enforcing governance, and enhancing reporting and analytics through custom automations.