6 jobs found in california

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Jan 06, 2025
Full time
Client Services Manager
$50,000 - $60,000 yearly
Liberty Capital Strategists, Inc. Santa Ana, CA, USA
The Client Services Manager plays a pivotal role in ensuring the satisfaction and retention of our clients. This position is responsible for overseeing client interactions, managing accounts, and driving the success of our services within the financial sector. The ideal candidate will possess strong project management skills and a deep understanding of customer relationship management to effectively support our clients' needs. *Duties* - Manage and nurture client relationships to ensure high levels of satisfaction and retention. - Oversee account management activities, including onboarding new clients and providing ongoing support. - Analyze client feedback and service usage to identify opportunities for improvement and growth. - - Develop and implement project management strategies to ensure timely delivery of services and solutions. - Communicate effectively with clients regarding service updates, changes, and new offerings. - Utilize customer relationship management tools to...
Jan 06, 2025
Full time
Client Services Manager
$50,000 - $60,000 yearly
Liberty Capital Strategists, Inc. Santa Ana, CA, USA
The Client Services Manager plays a pivotal role in ensuring the satisfaction and retention of our clients. This position is responsible for overseeing client interactions, managing accounts, and driving the success of our services within the financial sector. The ideal candidate will possess strong project management skills and a deep understanding of customer relationship management to effectively support our clients' needs. *Duties* - Manage and nurture client relationships to ensure high levels of satisfaction and retention. - Oversee account management activities, including onboarding new clients and providing ongoing support. - Analyze client feedback and service usage to identify opportunities for improvement and growth. - - Develop and implement project management strategies to ensure timely delivery of services and solutions. - Communicate effectively with clients regarding service updates, changes, and new offerings. - Utilize customer relationship management tools to...
Sep 23, 2024
Full time
External Wholesaler: Southwest- Los Angeles, Arizona, Utah, or Denver
$150,000 yearly
JC Trident, Inc. Remote (Los Angeles, CA, USA)
We are working with a phenomenal fixed income and alternative SMA/fund manager. They have a long track record in their space with unique strategies, and phenomenal performance. One of their key strategies is not only a 5-star rated fund but a top 1% performer in its class since inception. They are looking to hire qualified wholesalers in the southwest, more specifically Los Angeles, Arizona, Utah, or Denver. Ideally, we want to see candidates that have experience and a prior track record of wholesaling alternative mutual funds or fixed income products. Their current selling group is focused on RIA's, independents, and then a wirehouse or two. Having experience within those channels, particularly the RIA's, is a huge plus. In terms of licensing, you must have a Series 7, 65/66, and a clean U4 (no exceptions).   Compensation will include a base salary around $150k, bps on sales, and a discretionary bonus. You will have benefits and an expense budget...
Jan 06, 2025
Senior Associate, Life Solutions Consultant - External Wholesaler (90784)
New York Life Insurance San Jose, CA, USA
Location Designation:  Hybrid - 3 days per week    When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.       Business Unit Overview Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.     Role Overview: The Life Solutions Consultant (LSC) is responsible for achieving and...
Jan 06, 2025
Internal Wholesaler
Massachusetts Mutual Life Insurance Co. Remote (Sacramento, CA, USA)
MMSD Annuity Distribution - Internal Wholesaler The Opportunity We are building a dynamic team of Internal Wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. In this role you will build and grow relationships within a dedicated territory across our channel with Banks, Credit Unions, Wirehouses, National/Regional Broker Dealers, and Independent Broker Dealers.  You will be responsible for territory production, penetration rates, and diversity of products sold through third-party distributors in partnership with an External Wholesaler. You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results....
Dec 11, 2024
Internal Wholesaler
American International Group Los Angeles, CA, USA
This is an excellent position for someone looking for a career in financial sales and to join a growing team with a top tier annuity provider. The internal wholesaler will work with an external wholesaler as a business development resource to financial planners and advisors for Corebridge Financial annuity products. The internal wholesaler will be primarily responsible for gathering and utilizing marketing intelligence to increase sales for a specific territory. Together with the external wholesaler this position is responsible for developing new and maintaining existing business relationships. Business relationships are forged via proactively contacting financial advisors and providing sales support by responding to advisors calls regarding our products. This position offers base plus commission with future growth.  Responsibilities: • Making proactive sales calls to educate financial advisors on Corebridge Financial ’s annuity products • Responding to calls and questions...