Top Tech Jobs & Startup Jobs

Lead and drive sales for assigned channel/accounts by developing strategic business plans, managing and coaching sales teams, executing sales and lead-generation strategies, partnering with operations to meet SLAs, and managing P&L to achieve revenue and retention goals. Ensure talent development, cross-selling, and use of technology and marketing to grow business.

Manage new life insurance cases from submission to placement: negotiate underwriting offers, troubleshoot delays, gather requirements, communicate with advisors and partners, ensure timely policy issuance, provide superior customer service, and support team training and process improvements.

Serve as first point of contact for clients and agents: handle inbound/outbound calls, schedule meetings, log call outcomes and client information, assist agents with communications, and escalate coverage or compliance questions to licensed agents.

Recruit and close independent financial advisors to USA Financial platforms through high-volume outbound calling and persistent outreach. Qualify candidates, schedule Discovery Day meetings, articulate the firms value proposition, discuss systems and technology, and pass qualified advisors to senior business development for onboarding.

Make outbound and receive inbound calls to engage prospective clients, verify interest, follow scripts, keep prospects on the line, transfer qualified leads to licensed agents, log activity in CRM, and support lead follow-ups and priority management.

Hands-on technical manager who leads a small development and data engineering team to design, build, and deliver software, data pipelines, integrations, and BI solutions. Oversees CRM/platform development, API integrations, data warehousing, reporting, release management, and compliance/data governance while contributing to architecture and coding.

Serve as the strategic IT liaison to the Wealth Business Unit, aligning technology investments with business priorities. Lead demand intake, prioritize initiatives, manage product and platform roadmaps, measure value realization, and drive adoption. Build executive relationships, coordinate cross-functional delivery with architecture, security, data, vendors, and operations, and provide strategic recommendations tied to measurable KPIs.

Process and manage licensing and contracting for insurance agents and agencies, resolve exceptions, onboard partners, ensure commission/hierarchy accuracy, communicate with carriers and stakeholders, handle Salesforce cases, meet SLAs, and support process improvements.

Process licensing and contracting for insurance professionals, onboard agencies and agents, resolve licensing exceptions with carriers, manage commission/hierarchy accuracy, handle Salesforce cases, and participate in process improvement to meet SLA performance targets.

Lead operational planning and execution, supervise cross-functional teams, manage procurement and vendor relationships, monitor day-to-day business performance, enforce compliance and quality standards, oversee customer support and budgets, and drive process improvements to increase productivity and profitability.