Top Tech Jobs & Startup Jobs

Drive investment growth by building and deepening advisor relationships, supporting onboarding and training, partnering with product providers, running investment analysis and proposals, delivering targeted campaigns, and producing AUM and activity reporting to support business development.

Lead development and execution of sales strategy for Medicare and life/health products. Manage and coach multi-state sales and administrative teams, design onboarding and training, ensure CMS and carrier compliance, set KPIs and reporting, collaborate on marketing and lead strategies, and drive agent productivity, retention, and revenue growth.

Lead revenue recognition accounting for Health and Life businesses under ASC 606. Prepare month-end journal entries, reconciliations, LTV and contract asset reporting, cost of revenue analysis, disclosures, and ICFR/SOX compliance. Collaborate with Sales Ops, Commissions, FP&A, IT, and external auditors. Use analytics to identify variances and drive process improvements.

Provide high-level administrative support to multiple executives including complex calendar management, travel booking and expense reports, meeting preparation, presentation creation using Microsoft Office, event logistics coordination, and confidential handling of sensitive information. Act autonomously to manage ad hoc initiatives and ensure smooth executive operations.

Support Finance by administering and enhancing finance systems (NetSuite and similar). Troubleshoot user issues, manage SOX-compliant user roles, maintain integrations and data quality, create reports/advanced queries, provide training/documentation, collaborate with IT on enhancements, and support audits.

Summer web developer intern building and updating WordPress sites from design mockups, using Elementor/custom HTML/CSS, assisting with launches, troubleshooting, basic SEO, hosting (WP Engine/GoDaddy), and supporting client-facing live websites under marketing team guidance.

Manage day-to-day compliance for Medicare, life, and annuities sales: agent oversight, audits, material reviews, carrier coordination, CMS HPMS filings, training, reporting, and risk mitigation across Copeland field operations.

Lead onshore and offshore accounting teams, oversee journal entries, reconciliations, and variance analysis using BlackLine and NetSuite. Ensure timely weekly/monthly close, support audits, drive process improvements, train staff, monitor KPIs, and handle complex accounting projects across business units while fostering a positive team culture.

Lead efforts to grow Indexed Universal Life (IUL) sales by building infrastructure, recruiting direct agents to HFG, and driving increased revenue from the IUL product line.

Senior individual contributor owning multi-year product vision and market strategy for the Life Insurance line (term, whole, universal, IUL, annuities). Drive carrier technology partnerships, prioritize integrations and data exchange, influence product roadmaps with GPMs and Sales, lead market and regulatory intelligence, and support go-to-market and sales enablement. Represent product strategy externally at industry events and internally to executive stakeholders.