Develop and create new business brokerage and sales activity by distributing annuity products to agents nationwide. Maintain proactive sales relationships, track production metrics, and collaborate with operations teams to ensure policy issuance.
The Insurance Strategist will manage sales activities for life insurance and annuity products while guiding clients through financial discovery and needs assessment. They are responsible for overseeing the underwriting process and explaining complex insurance solutions to clients and advisors.
Responsible for driving sales in an assigned channel to meet revenue goals by developing effective business plans and sales strategies. Provides leadership and direction to sales teammates through effective communication, performance management, and monitoring of sales results.
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 support meets client satisfaction and service level requirements.
Achieve territory sales goals by providing dedicated sales support to financial advisors and increasing production, product penetration, and product diversity. Build advisor relationships, prospect for opportunities, train advisors, support product and case design, assist in client meetings, and implement an effective territory activity plan.
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, conducting prospecting, and assisting at the point of sale.
The Underwriting Assistant manages life insurance case files by coordinating medical exams, tracking requirements, and communicating with carriers and internal teams. They also support policy renewals, maintain client records in Salesforce, and assist with administrative tasks to ensure efficient policy servicing.
Drive revenue by building relationships with producers and recruiting new agents to expand the business territory. Coordinate with sales teams to provide complex illustrations and marketing support while managing the sales process through company systems.
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 and product expertise.
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.
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 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.
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 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.
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.
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 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.
