The Field Sales Representative develops and grows business relationships with agencies and advisors by providing product expertise and consultative support. They manage a sales pipeline, conduct product education, and coordinate with internal teams to drive growth across life and annuity insurance solutions.
Develop and execute a disciplined sales strategy to build and retain advisor relationships while providing expert retirement plan design consulting. Represent the company as the external face in the assigned territory to drive business growth and manage fiduciary program promotions.
The Senior Manager is responsible for leading a Regional Growth Team to achieve sales goals and organic growth KPIs while managing advisor relationships. They will drive sales through the funnel, oversee engagement plans, and collaborate with internal teams to ensure product adoption and advisor retention.
The consultant will build and maintain a comprehensive database of financial institutions in Salesforce while conducting targeted outreach to identify and qualify new business opportunities. They will partner with external business development officers to schedule meetings and support institutional recruiting initiatives.
The Regional Business Development Manager is responsible for driving the recruitment of Financial Advisors into the firm's network of broker-dealers. This role involves developing leads, managing the recruitment pipeline, and negotiating offers to expand the firm's presence in the Western region.
The Compliance Analyst conducts audits of broker-dealer and advisory branch offices to ensure adherence to FINRA, SEC, and firm regulatory requirements. They are responsible for identifying audit exceptions, leading branch meetings, and preparing detailed audit reports while collaborating with leadership to improve processes.
The Internal Business Development Consultant will attract and recruit independent financial professionals to the firm's network while managing recruitment pipelines. They will collaborate with external recruiters to generate leads, conduct candidate evaluations, and create sales enablement materials.
The Demand Center Outbound Sales Specialist is responsible for identifying and qualifying new business opportunities through outbound prospecting and lead nurturing. They act as the first point of contact for prospective financial advisors, managing the sales pipeline and collaborating with marketing to drive revenue growth.
The Senior Trust Officer manages trust accounts, ensuring compliance with legal requirements and trust documents while delivering personalized service. They also focus on business development by educating financial advisors on trust products and fostering strong client relationships.
Develop sophisticated wealth strategies for high-net-worth clients by integrating tax, estate, and risk management frameworks. Collaborate with affiliated advisors and internal teams to deliver holistic financial solutions and drive asset growth.
The manager is responsible for recruiting growth-oriented Financial Advisors by presenting the firm's wealth management model. This includes developing leads, managing the recruitment pipeline, and negotiating offers within the West Region.
