• Client Relationship Consultant

    Ascensus (Greensboro, NC)
    FuturePlan is the nation's largest third - party administrator ( TPA ) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers ... and other teams (eg, Compliance, Investment Services, Marketing & Sales and Operations) within the guidelines outlined by the...is facing and find a way to provide appropriate solutions for them. + Seek out consulting opportunities by… more
    Ascensus (03/06/24)
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  • Internal Sales Consultant

    Ascensus (New Haven, CT)
    **Section 1: Position Summary** **The Internal Sales Consultant (ISC)** is a member of the Inside Sales organization and is tasked with identifying, ... assigned regions and proactively seeks out new ways and solutions to continue to increase revenue growth. This is...assigned geographic region in the financial advisor channel and TPA network + Manage prospects throughout the sales more
    Ascensus (04/12/24)
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  • Regional Retirement Consultant

    Aegon Asset Management (Denver, CO)
    …RVP in a geographic territory to engage with the financial professionals, consultants, third party administrators and plan sponsors. Responsible for achieving an ... for the best life possible while providing tools and solutions that make it easier to get there. Transamerica...sales finals to plan sponsors. The RVP/Regional Retirement Consultant (RRC) partnership will develop a network of advisors… more
    Aegon Asset Management (02/22/24)
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  • Financial Consultant /Underwriter

    HUB International (San Diego, CA)
    **Summary:** The Financial Consultant / Underwriter identifies, reviews, evaluates and prices risk for clients and prospects based in HUB International's California ... financial knowledge sharing and education to clients, peers, and/or members of the sales and client service teams. + Completes peer review and assists with overflow… more
    HUB International (03/15/24)
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  • Member Services Coordinator/Account Manager - P&C…

    Truist (Denver, CO)
    …coverage and services concepts + Familiarity with public entity operations a plus + Sales experience a plus **Duties include but are not limited to:** **Broker and ... with online renewal values and exposures + Communicate our long-term risk partnership solutions + Work with team to deliver timely automated stewardship reports to… more
    Truist (04/26/24)
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