The Regional Director is responsible for generating sales revenue, managing producer relationships, and recruiting new producers to grow the book of business. They must develop and execute business plans to meet sales quotas while maintaining strong partnerships with internal operations teams.
The associate will produce qualified illustrations and provide presale support to meet producer objectives. They are also responsible for maintaining product knowledge and managing departmental illustration workflows.
The Senior Director leads engineering teams to deliver high-quality software solutions while managing operational risks and business requirements. They are responsible for overseeing project lifecycles, implementing Agile practices, and driving departmental strategy to meet enterprise objectives.
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, sales ideas, and product illustrations.
Design and develop scalable Spark-based ETL/ELT pipelines and enterprise data products using Medallion Architecture. Collaborate with cross-functional teams to implement data quality, governance, and metadata-driven engineering solutions.
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.
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 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.
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 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.
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 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.
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.
