The Director of Sales Enablement & Resources will own the systems, data, and training resources to help agency partners sell more effectively. This role involves managing the CRM environment, standardizing workflows, and overseeing reporting pipelines to ensure accurate business intelligence.
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 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 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 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.
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 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 Director will lead the strategy, design, and governance of the enterprise data architecture while actively contributing to technical solutions. They will partner with engineering and business stakeholders to establish standards for data quality, modeling, and AI-ready data platforms.
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 administrator supports the internal team with new business, case design, renewals, and ongoing customer service for group coverage. They are responsible for managing enrollment portals and providing training to agents and 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.
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 role supports the growth and execution of strategic partnerships by acting as a liaison between sales leadership, carrier partners, and internal stakeholders. Key duties include managing project timelines, analyzing partnership data, and executing annual business plans to drive growth and satisfaction.
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.
Lead the delivery of complex data and analytics initiatives, including cloud data platforms and ingestion pipelines. Manage the end-to-end project lifecycle while coordinating between data engineering, analytics, and platform teams to ensure business outcomes are met.
The role focuses on building and maintaining relationships with agents to share Indexed Annuity opportunities and recruiting new agents to grow the business. It also involves collaborating with carrier partners and contributing to marketing and growth initiatives.
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.
The Regional Insurance Strategist builds relationships and initiates sales of life insurance and wealth transfer concepts within an assigned territory. They work as part of the Integrated Relationship Management team to provide risk management expertise and support advisors in developing financial plans for high net worth clients.
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.
Support Saybrus distribution segment by managing assigned regions and accounts to achieve sales goals. Provide sales support and training on insurance concepts to advisors while maintaining relationships with key distribution partners.
