The Internal Wholesaler is responsible for driving sales and building relationships with producers to meet revenue quotas. They will proactively recruit new agents and support existing ones through marketing campaigns, product illustrations, and expert guidance.
The Strategic Account Coordinator supports the growth and execution of strategic partnerships by acting as a liaison between sales leadership, carriers, and internal stakeholders. They are responsible for managing project timelines, analyzing partnership data, and developing business plans to drive advisor and carrier satisfaction.
The Insurance Strategist will discuss insurance needs and sell life, long-term care, and disability income insurance to clients and advisors. They are responsible for managing sales activities, guiding clients through the discovery process, and overseeing cases through the underwriting process.
The Wealth Management Consultant is responsible for achieving annual sales goals by providing dedicated assisted-sales support to financial professionals. This includes training advisors on products, assisting at the point of sale, and maintaining strategic relationships within the assigned territory.
Design, build, and deploy multi-step AI agents and LLM-powered services to automate complex business workflows. Collaborate with vertical leaders to architect solutions and apply predictive data science to drive measurable business outcomes.
The Wealth Management Consultant is responsible for achieving annual sales goals by providing dedicated assisted-sales support to financial professionals. Duties include prospecting, training advisors on products, and assisting with point-of-sale client meetings.
The Marketing Specialist manages projects and develops marketing materials to support business objectives and annual marketing plans. They serve as a designated marketing partner for business units, handling deliverables like emails, brochures, and social media content while ensuring compliance with branding and regulatory standards.
The Internal Insurance Strategist is responsible for selling life, long-term care, and disability income insurance to clients and advisors. They manage the full sales cycle, from discovery and needs analysis to completing applications and guiding cases through the underwriting process.
The role involves generating and managing a pipeline of Medicare prospects through networking and community outreach while conducting needs-based consultations. You will be responsible for presenting plan options, meeting sales goals, and maintaining accurate documentation in compliance with CMS and HIPAA regulations.
Lead the engineering, delivery, and modernization of the enterprise finance data ecosystem using Databricks. Manage a team of engineers and finance specialists to translate complex financial requirements into scalable, governed data solutions.
The specialist will support the implementation and operation of the Finance Data Platform by gathering business requirements and collaborating with data engineering teams. They are responsible for performing data validation, functional testing, and troubleshooting production issues to ensure data accuracy.
The Regional Sales Director acts as an external wholesaler to promote annuity products and achieve sales objectives within assigned bank and broker-dealer channels. They are responsible for training representatives, managing strategic relationships, and monitoring sales performance against forecasts.
The Regional Sales Director is responsible for achieving sales objectives by acting as an external wholesaler of annuity products to bank and broker-dealer representatives. This role involves providing product training, case design support, and maintaining strategic relationships within the assigned territory.
The Vice President of Sales is responsible for driving revenue growth by developing and executing strategic business plans and sales strategies for assigned channels. They provide leadership to sales teams, manage performance, and ensure operational excellence to meet client satisfaction and profitability goals.
The Senior Data Architect leads the design and governance of enterprise data platforms, including lakehouse solutions and complex data models. This role collaborates with engineering and business teams to implement scalable, secure data products that support analytics and decision-making.
Lead the enterprise data engineering organization and serve as the technical leader for the Databricks platform. Drive the design, modernization, and operation of scalable data platforms while mentoring high-performing engineering teams.
The Senior Manager will lead the operational excellence, production reliability, and support of enterprise data and AI platforms. This role involves managing incident response, release coordination, platform monitoring, and driving continuous service improvements across the data ecosystem.
Build relationships and initiate new sales of life insurance and wealth transfer concepts within an assigned territory. Collaborate with advisors to provide expertise in risk management and assist in the development of financial plans for high net worth clients.
The analyst will be responsible for researching, testing, and implementing Workday HCM enhancements while providing technical consulting support for HRIS projects. They will also develop requirements for business process configurations, create advanced custom reports, and perform system audits to ensure optimal performance.
The role involves building professional relationships with funeral homes to drive pre-need sales and ensuring all activities comply with state and industry regulations. The incumbent will work closely with the COO to manage contracts, conduct audits, and pursue new business prospects.
The Managing Director is responsible for growing the agency by recruiting, training, and coaching insurance agents to meet sales and production objectives. They act as the primary liaison between the home office and independent agents while managing local operations and budgets.
The Wealth Management Consultant is responsible for achieving annual sales goals and increasing product penetration within a designated territory. This involves establishing strategic relationships with advisors and providing assisted-sales support during client meetings.
Provide life insurance producers with advanced planning and illustration support to generate sales. This includes designing complex cases, creating marketing tools, and acting as a liaison between financial institutions and carriers.
Build and grow relationships with independent life insurance agents and financial advisors through a consultative, platform-driven sales approach. Provide advanced planning expertise and case design support to help advisors implement life insurance solutions for their clients.
The Regional Vice President provides sales support for high-net-worth clients and coordinates the implementation of multi-million-dollar premium financing cases. This role involves generating new leads, managing case designs with the underwriting team, and closing deals with financial advisors.
Provide life insurance producers with advanced planning and illustration support to drive sales through case design and research. Act as a liaison between financial institutions, agents, and carrier home offices to facilitate complex sales deliverables.
The Client Experience Coordinator acts as the primary liaison between clients and the company, managing the new business and underwriting process. They are responsible for providing quality updates, resolving vendor issues, and ensuring clear communication throughout the client lifecycle.
The Client Experience Coordinator acts as the primary liaison between clients and the company, managing the new business and underwriting process. They are responsible for providing quality updates, resolving complex inquiries, and collaborating with internal teams to ensure efficient case management.
Responsibilities include managing advanced case design by analyzing client needs, researching products, and creating tailored financial solutions for advisors. The role also drives sales and retention by developing new advisor relationships, facilitating business reviews, and meeting sales goals.
