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Fintech • Insurance • Financial Services
Responsible for business development in institutional sales, managing relations with institutional clients, and implementing strategic sales plans to grow the firm's business across multiple asset classes.
Fintech • Insurance • Financial Services
The role involves engaging new and existing clients, driving sales of investment products, maintaining relationships, and conducting activities through various communication methods.
Fintech • Insurance • Financial Services
The Regional Director will drive sales strategies and expand customer base in Southern California, overseeing a sales team to achieve targets.
Fintech • Insurance • Financial Services
The Regional Vice President drives retirement plan sales across the Pacific, supporting plans from start-up to $30M, focusing on consultative sales support and collaboration with financial advisors and internal teams.


