307 Financial Technology jobs in the United States
Public Relations Account Director (B2B Technology, Cybersecurity, Financial Services)
Posted today
Job Viewed
Job Descriptions
About us
Highwire is a modern strategic communications and digital marketing agency designed for disruptive companies. We work with high-growth technology companies and established brands looking to reinvent themselves.
At Highwire, we believe that storytelling fuels transformation. And the most impactful stories represent all voices and perspectives. As a values-driven agency, we foster an inclusive environment where everyone—regardless of age, race/ethnicity, size, shape, gender identity, sexual orientation, religion and different abilities–can feel safe, celebrated and worthy.
We ensure every Highwire Walker has unique support to climb to success. Our commitment to diversity, inclusion and belonging is permanent and foundational to our business and culture. We aspire to change our industry and build a better future for all.
Our people-first culture is driven by four core values :
• Team Empowerment
• Growth Mindset
• Inclusion Always
• Fierce Distinction
We’re looking for individuals with big ideas, strong opinions, and the energy to bring them to life. If you thrive in an environment that values personal accountability, high standards, and boundless motivation, this is the opportunity for you. Be part of our award-winning culture and contribute to an exciting and growing business where you can make a real impact.
We are based in San Francisco, with offices in New York and Chicago. We are open to hiring in the following states: California, Connecticut, Florida, llinois, Massachusetts, New Jersey,New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Washington D.C.
⎯⎯⎯
The Account Director position is a unique opportunity to become a leader for an innovative PR agency. As a member of our management team, this individual has to be a visionary creative type with 7+ years of experience growing teams and delighting clients. The Account Director will lead 4 to 5 teams doing overseeing the development of high-level strategy with clients to ensuring team is successful with media strategies. You will also be involved in new business development and operational leadership. As a member of senior management, this individual will serve as a mentor, manager and lead example for all account teams on client management, quality assurance, staff development and strategic guidance. If you have been waiting to discover a role that allows you to be a catalyst in a thriving, meaningful workplace, then Highwire might be just the place for you.
Key Responsibilities- Media/Influencer Relations
- Strong relationships particularly with business, broadcast and influencer media and ability to direct staff to develop the same.
- Strong grasp and creative use of social media channels to engage and support efforts.
- Ongoing engagement of media for the agency (e.g. blog Q&A, lunch talks, etc.)
- Experience measuring the ROI of communications activities.
- Experience with social media influencer engagement, content campaigns, and media coverage amplification.
- Client Service/Management
- Deliver exemplary client service for specified clients.
- This will include: Developing and maintaining a strong working relationship with the client who listens and values your advice.
- Developing a strong working knowledge of your clients’ business, their competitors and relevant industry bodies.
- Identifying key messages and audiences and developing strategic communications plans.
- Delivering projects and campaigns on time and on budget.
- Understanding the financials of each account, the allocated hours per month vs. actual fee and managing the accounts according to the resulting servicing levels.
- Proactively communicating regularly with clients on status of deliverables and budget.
- Identify relevant opportunities to secure organic growth and hit your revenue targets.
- Develop and maintain strong relationships with appropriate members of the media.
- Keep abreast of market trends, new technologies and client needs.
- Own account management to ensure monthly client billing is accurate, client expenses are recouped, and accounts are current.
- In addition to leading strategic planning efforts, fully partake in the execution of the programs we develop, as determined appropriate by account, including but not limited to writing/editing, media relations, social media, digital communications and crisis work.
- Be an ambassador for the agency.
- Writing Proficiencies
- Ability to generate a plan for a campaign or an entire PR program.
- Ability to generate and edit award submissions, press releases, fact sheets, backgrounders, biographies, tour reports, briefing books, contributed articles, speaking opportunity abstracts, pitches, Q&As, company memorandum and general team correspondence; also responsible for their production and assembly.
- Professional, articulate and timely client communication.
- Development of consistent, creative, successful pitches.
- Agency Operations
- Maintain 2 direct reports, assist in development of goals for reports, deliver annual reviews and quarterly check ins.
- Participation in new business process including proactively identifying new targets, research and presenting at pitch.
- Identify, attend and encourage others to attend networking events.
- Maintain a respectful, enthusiastic, and professional attitude towards coworkers, clients, and outside colleagues and lead team by example.
- Support teams and manage up and down.
- Responsible use of flexible work policies.
- Uses Highwire social channels; writes for Highwire blog.
- Mentor junior staff to elevate development.
- Self Development
- Proactively set up quarterly goals with principal; track against goals and demonstrate growth
- Effectively prioritize responsibilities based on impact, timelines, workflow and client goals.
- Drive projects forward independently, eliminating the need for managers to consistent check in re: follow through/ task completion. Identify areas for self-improvement and bring suggestions and solutions to management.
- Consistently hit deadlines or give enough notice if you won’t.
- Attends regular networking events.
- At least 7 years PR agency experience
- Record of high academic achievement with good degree and A level results, particularly English and/or Business
- Core consumer brand PR background with some knowledge of corporate PR and crisis management
- Experience of running a reactive and proactive press office and handling incoming press enquiries
- Experience measuring the ROI of communications activities
- Experience with social media influencer engagement, content campaigns, and media coverage amplification
- Excellent publicity skills – a strong understanding of the media, editorial requirements and what ‘makes’ a story
- Ability to demonstrate creativity and innovative thinking
- A wide network of national consumer and business as well as regional contacts across a broad spectrum of media
- Experience in delivering impactful PR campaigns from inception through to delivery with a strong cuttings folder to prove it!
- Ability to build relationships internally and externally, interfacing at all levels
- Superior people and communication skills, both verbal and written
- Strong organizational and time management skills
- Team player who works well under pressure
- Thrives in an environment of flexibility and change
- Competitive salary
- Merit-based bonuses and promotions
- Hybrid work model to suit your schedule and lifestyle
- Excellent vacation policy including extended break for summer and winter holiday
- Participate in Empower Hours on Fridays; Team has the ability to log off by 3pm
- 401K Match
- Medical and dental benefits/ FSA
- Paid Parental Leave
- Commuter Benefit
- Home office equipment stipend
- Growth Mindset Stipend of $100 annually for books, exhibitions, etc.
- Technology reimbursement
- Wellness benefit
- Donation Match
- Mentorship
- Monthly recognition programs
- Employee referral bonus
- New business referral bonus
- Quarterly Highwire fun events – Thanksgiving is our favorite holiday
- Dog friendly work environment
- Extremely supportive, nurturing environment with many opportunities for learning and growth
⎯⎯⎯
The duties delineated above will vary depending on the needs of each specific account, and in no way states or implies that these are the only duties to be performed by this employee. This individual will be required to follow any other instructions and to perform any other duties requested by his or her supervisors.
We are actively seeking candidates who possess a genuine passion for tech PR and are excited to expand our team. As we continue to grow our agency, we are proactively building a pipeline of exceptional individuals to connect with and consider for future opportunities.
If you are enthusiastic about the world of tech PR and are eager to embark on a rewarding career in this field, we encourage you to start the conversation by applying today. We value your interest in our agency and look forward to hearing from you.
Apply now and let's explore the possibilities together!
⎯⎯⎯
Job Alert
If you have been targeted by a scammer, you can file a complaint with the Federal Trade Commission here . Highwire will not send recruiting-related emails from any other email domain name or variation other than @highwirepr.com . Highwire will never request your bank account, credit card, or credit score as part of our application process. If you receive a suspicious email not sent from a team member, specifically at our @highwirepr.com email address, or if you receive suspicious outreach on social media, please forward the communication to so that we can review and flag the fraudulent domain and user IDs for removal.
#J-18808-LjbffrFinancial Services Representative
Posted today
Job Viewed
Job Descriptions
Job Description
The Moody Street Group, LLC , a general agency, of The Companies of OneAmerica® , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR
Powered by JazzHR
4hMY9OE8Xy
Financial Services Representative
Posted today
Job Viewed
Job Descriptions
Job Description
We seek a professional to be responsible for providing advice and solutions that effectively address the financial goals and objectives, as well as the needs and concerns, of members. The role develops long term relationships to grow business.
Job Responsibilities:
· Cultivate strong relationships with members by consistently using the prescribed sales process.
· Provide fee-based financial planning, along with commissionable product solutions, and asset management to members.
· Grow Assets under Management (AUM) by offering a breadth of financial solutions.
· Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions, and sending referrals back to the credit union.
· Effectively deliver multiple services and expertise to clients by providing professional fee-based advice, commissionable products, financial planning, and asset management.
· Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
· Meet or exceed credit union cross selling goals as established in the credit union commitment letter.
· Meet or exceed production goals, with an appropriate product mix.
· Collaborate with credit union, create and execute on an annual marketing plan.
· Pursue member feedback regarding their experience including the process and the outcome.
· Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
· Bachelor's degree in business, Finance or equivalent trade off in professional work experience required
· 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.
· Life, health and variable insurance license.
· FINRA Securities Industry Essentials Examination (if applicable), Series 7, 63 and IAR (65/66 or appropriate designation) registrations.
· LUTCF, CLU, ChFC or CFP designation preferred.
· Demonstrated ability to effectively build business relationships with diverse clients.
· Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
· High level oral and written communication skills.
For individuals new to this role:
-Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
-Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met
Physical Job Analysis:
While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
PIecb4d7d40a09-25405-37048140
Financial Services Representative
Posted today
Job Viewed
Job Descriptions
Job Description
We seek a professional to be responsible for providing advice and solutions that effectively address the financial goals and objectives, as well as the needs and concerns, of members. The role develops long term relationships to grow business.
Job Responsibilities:
· Cultivate strong relationships with members by consistently using the prescribed sales process.
· Provide fee-based financial planning, along with commissionable product solutions, and asset management to members.
· Grow Assets under Management (AUM) by offering a breadth of financial solutions.
· Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions, and sending referrals back to the credit union.
· Effectively deliver multiple services and expertise to clients by providing professional fee-based advice, commissionable products, financial planning, and asset management.
· Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
· Meet or exceed credit union cross selling goals as established in the credit union commitment letter.
· Meet or exceed production goals, with an appropriate product mix.
· Collaborate with credit union, create and execute on an annual marketing plan.
· Pursue member feedback regarding their experience including the process and the outcome.
· Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
· Bachelor's degree in business, Finance or equivalent trade off in professional work experience required
· 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.
· Life, health and variable insurance license.
· FINRA Securities Industry Essentials Examination (if applicable), Series 7, 63 and IAR (65/66 or appropriate designation) registrations.
· LUTCF, CLU, ChFC or CFP designation preferred.
· Demonstrated ability to effectively build business relationships with diverse clients.
· Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
· High level oral and written communication skills.
For individuals new to this role:
-Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
-Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met
Physical Job Analysis:
While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
PIecb4d7d40a09-25405-37048140
Public Relations Account Director (B2B Technology, Cybersecurity, Financial Services)
Posted 4 days ago
Job Viewed
Job Descriptions
About us
Highwire is a modern strategic communications and digital marketing agency designed for disruptive companies. We work with high-growth technology companies and established brands looking to reinvent themselves.
At Highwire, we believe that storytelling fuels transformation. And the most impactful stories represent all voices and perspectives. As a values-driven agency, we foster an inclusive environment where everyone—regardless of age, race/ethnicity, size, shape, gender identity, sexual orientation, religion and different abilities–can feel safe, celebrated and worthy.
We ensure every Highwire Walker has unique support to climb to success. Our commitment to diversity, inclusion and belonging is permanent and foundational to our business and culture. We aspire to change our industry and build a better future for all.
Our people-first culture is driven by four core values :
• Team Empowerment
• Growth Mindset
• Inclusion Always
• Fierce Distinction
We’re looking for individuals with big ideas, strong opinions, and the energy to bring them to life. If you thrive in an environment that values personal accountability, high standards, and boundless motivation, this is the opportunity for you. Be part of our award-winning culture and contribute to an exciting and growing business where you can make a real impact.
We are based in San Francisco, with offices in New York and Chicago. We are open to hiring in the following states: California, Connecticut, Florida, llinois, Massachusetts, New Jersey,New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Washington D.C.
⎯⎯⎯
The Account Director position is a unique opportunity to become a leader for an innovative PR agency. As a member of our management team, this individual has to be a visionary creative type with 7+ years of experience growing teams and delighting clients. The Account Director will lead 4 to 5 teams doing overseeing the development of high-level strategy with clients to ensuring team is successful with media strategies. You will also be involved in new business development and operational leadership. As a member of senior management, this individual will serve as a mentor, manager and lead example for all account teams on client management, quality assurance, staff development and strategic guidance. If you have been waiting to discover a role that allows you to be a catalyst in a thriving, meaningful workplace, then Highwire might be just the place for you.
Key Responsibilities- Media/Influencer Relations
- Strong relationships particularly with business, broadcast and influencer media and ability to direct staff to develop the same.
- Strong grasp and creative use of social media channels to engage and support efforts.
- Ongoing engagement of media for the agency (e.g. blog Q&A, lunch talks, etc.)
- Experience measuring the ROI of communications activities.
- Experience with social media influencer engagement, content campaigns, and media coverage amplification.
- Client Service/Management
- Deliver exemplary client service for specified clients.
- This will include: Developing and maintaining a strong working relationship with the client who listens and values your advice.
- Developing a strong working knowledge of your clients’ business, their competitors and relevant industry bodies.
- Identifying key messages and audiences and developing strategic communications plans.
- Delivering projects and campaigns on time and on budget.
- Understanding the financials of each account, the allocated hours per month vs. actual fee and managing the accounts according to the resulting servicing levels.
- Proactively communicating regularly with clients on status of deliverables and budget.
- Identify relevant opportunities to secure organic growth and hit your revenue targets.
- Develop and maintain strong relationships with appropriate members of the media.
- Keep abreast of market trends, new technologies and client needs.
- Own account management to ensure monthly client billing is accurate, client expenses are recouped, and accounts are current.
- In addition to leading strategic planning efforts, fully partake in the execution of the programs we develop, as determined appropriate by account, including but not limited to writing/editing, media relations, social media, digital communications and crisis work.
- Be an ambassador for the agency.
- Writing Proficiencies
- Ability to generate a plan for a campaign or an entire PR program.
- Ability to generate and edit award submissions, press releases, fact sheets, backgrounders, biographies, tour reports, briefing books, contributed articles, speaking opportunity abstracts, pitches, Q&As, company memorandum and general team correspondence; also responsible for their production and assembly.
- Professional, articulate and timely client communication.
- Development of consistent, creative, successful pitches.
- Agency Operations
- Maintain 2 direct reports, assist in development of goals for reports, deliver annual reviews and quarterly check ins.
- Participation in new business process including proactively identifying new targets, research and presenting at pitch.
- Identify, attend and encourage others to attend networking events.
- Maintain a respectful, enthusiastic, and professional attitude towards coworkers, clients, and outside colleagues and lead team by example.
- Support teams and manage up and down.
- Responsible use of flexible work policies.
- Uses Highwire social channels; writes for Highwire blog.
- Mentor junior staff to elevate development.
- Self Development
- Proactively set up quarterly goals with principal; track against goals and demonstrate growth
- Effectively prioritize responsibilities based on impact, timelines, workflow and client goals.
- Drive projects forward independently, eliminating the need for managers to consistent check in re: follow through/ task completion. Identify areas for self-improvement and bring suggestions and solutions to management.
- Consistently hit deadlines or give enough notice if you won’t.
- Attends regular networking events.
- At least 7 years PR agency experience
- Record of high academic achievement with good degree and A level results, particularly English and/or Business
- Core consumer brand PR background with some knowledge of corporate PR and crisis management
- Experience of running a reactive and proactive press office and handling incoming press enquiries
- Experience measuring the ROI of communications activities
- Experience with social media influencer engagement, content campaigns, and media coverage amplification
- Excellent publicity skills – a strong understanding of the media, editorial requirements and what ‘makes’ a story
- Ability to demonstrate creativity and innovative thinking
- A wide network of national consumer and business as well as regional contacts across a broad spectrum of media
- Experience in delivering impactful PR campaigns from inception through to delivery with a strong cuttings folder to prove it!
- Ability to build relationships internally and externally, interfacing at all levels
- Superior people and communication skills, both verbal and written
- Strong organizational and time management skills
- Team player who works well under pressure
- Thrives in an environment of flexibility and change
- Competitive salary
- Merit-based bonuses and promotions
- Hybrid work model to suit your schedule and lifestyle
- Excellent vacation policy including extended break for summer and winter holiday
- Participate in Empower Hours on Fridays; Team has the ability to log off by 3pm
- 401K Match
- Medical and dental benefits/ FSA
- Paid Parental Leave
- Commuter Benefit
- Home office equipment stipend
- Growth Mindset Stipend of $100 annually for books, exhibitions, etc.
- Technology reimbursement
- Wellness benefit
- Donation Match
- Mentorship
- Monthly recognition programs
- Employee referral bonus
- New business referral bonus
- Quarterly Highwire fun events – Thanksgiving is our favorite holiday
- Dog friendly work environment
- Extremely supportive, nurturing environment with many opportunities for learning and growth
$25,000 - 150,000 a year
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography.
⎯⎯⎯
The duties delineated above will vary depending on the needs of each specific account, and in no way states or implies that these are the only duties to be performed by this employee. This individual will be required to follow any other instructions and to perform any other duties requested by his or her supervisors.
We are actively seeking candidates who possess a genuine passion for tech PR and are excited to expand our team. As we continue to grow our agency, we are proactively building a pipeline of exceptional individuals to connect with and consider for future opportunities.
If you are enthusiastic about the world of tech PR and are eager to embark on a rewarding career in this field, we encourage you to start the conversation by applying today. We value your interest in our agency and look forward to hearing from you.
Apply now and let's explore the possibilities together!
⎯⎯⎯
Job Alert
If you have been targeted by a scammer, you can file a complaint with the Federal Trade Commission here . Highwire will not send recruiting-related emails from any other email domain name or variation other than @highwirepr.com . Highwire will never request your bank account, credit card, or credit score as part of our application process. If you receive a suspicious email not sent from a team member, specifically at our @highwirepr.com email address, or if you receive suspicious outreach on social media, please forward the communication to so that we can review and flag the fraudulent domain and user IDs for removal.
#J-18808-LjbffrPublic Relations Account Director (B2B Technology, Cybersecurity, Financial Services)
Posted 4 days ago
Job Viewed
Job Descriptions
About us
Highwire is a modern strategic communications and digital marketing agency designed for disruptive companies. We work with high-growth technology companies and established brands looking to reinvent themselves.
At Highwire, we believe that storytelling fuels transformation. And the most impactful stories represent all voices and perspectives. As a values-driven agency, we foster an inclusive environment where everyone—regardless of age, race/ethnicity, size, shape, gender identity, sexual orientation, religion and different abilities–can feel safe, celebrated and worthy.
We ensure every Highwire Walker has unique support to climb to success. Our commitment to diversity, inclusion and belonging is permanent and foundational to our business and culture. We aspire to change our industry and build a better future for all.
Our people-first culture is driven by four core values :
• Team Empowerment
• Growth Mindset
• Inclusion Always
• Fierce Distinction
We’re looking for individuals with big ideas, strong opinions, and the energy to bring them to life. If you thrive in an environment that values personal accountability, high standards, and boundless motivation, this is the opportunity for you. Be part of our award-winning culture and contribute to an exciting and growing business where you can make a real impact.
We are based in San Francisco, with offices in New York and Chicago. We are open to hiring in the following states: California, Connecticut, Florida, llinois, Massachusetts, New Jersey,New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Washington D.C.
⎯⎯⎯
The Account Director position is a unique opportunity to become a leader for an innovative PR agency. As a member of our management team, this individual has to be a visionary creative type with 7+ years of experience growing teams and delighting clients. The Account Director will lead 4 to 5 teams doing overseeing the development of high-level strategy with clients to ensuring team is successful with media strategies. You will also be involved in new business development and operational leadership. As a member of senior management, this individual will serve as a mentor, manager and lead example for all account teams on client management, quality assurance, staff development and strategic guidance. If you have been waiting to discover a role that allows you to be a catalyst in a thriving, meaningful workplace, then Highwire might be just the place for you.
Key Responsibilities- Media/Influencer Relations
- Strong relationships particularly with business, broadcast and influencer media and ability to direct staff to develop the same.
- Strong grasp and creative use of social media channels to engage and support efforts.
- Ongoing engagement of media for the agency (e.g. blog Q&A, lunch talks, etc.)
- Experience measuring the ROI of communications activities.
- Experience with social media influencer engagement, content campaigns, and media coverage amplification.
- Client Service/Management
- Deliver exemplary client service for specified clients.
- This will include: Developing and maintaining a strong working relationship with the client who listens and values your advice.
- Developing a strong working knowledge of your clients’ business, their competitors and relevant industry bodies.
- Identifying key messages and audiences and developing strategic communications plans.
- Delivering projects and campaigns on time and on budget.
- Understanding the financials of each account, the allocated hours per month vs. actual fee and managing the accounts according to the resulting servicing levels.
- Proactively communicating regularly with clients on status of deliverables and budget.
- Identify relevant opportunities to secure organic growth and hit your revenue targets.
- Develop and maintain strong relationships with appropriate members of the media.
- Keep abreast of market trends, new technologies and client needs.
- Own account management to ensure monthly client billing is accurate, client expenses are recouped, and accounts are current.
- In addition to leading strategic planning efforts, fully partake in the execution of the programs we develop, as determined appropriate by account, including but not limited to writing/editing, media relations, social media, digital communications and crisis work.
- Be an ambassador for the agency.
- Writing Proficiencies
- Ability to generate a plan for a campaign or an entire PR program.
- Ability to generate and edit award submissions, press releases, fact sheets, backgrounders, biographies, tour reports, briefing books, contributed articles, speaking opportunity abstracts, pitches, Q&As, company memorandum and general team correspondence; also responsible for their production and assembly.
- Professional, articulate and timely client communication.
- Development of consistent, creative, successful pitches.
- Agency Operations
- Maintain 2 direct reports, assist in development of goals for reports, deliver annual reviews and quarterly check ins.
- Participation in new business process including proactively identifying new targets, research and presenting at pitch.
- Identify, attend and encourage others to attend networking events.
- Maintain a respectful, enthusiastic, and professional attitude towards coworkers, clients, and outside colleagues and lead team by example.
- Support teams and manage up and down.
- Responsible use of flexible work policies.
- Uses Highwire social channels; writes for Highwire blog.
- Mentor junior staff to elevate development.
- Self Development
- Proactively set up quarterly goals with principal; track against goals and demonstrate growth
- Effectively prioritize responsibilities based on impact, timelines, workflow and client goals.
- Drive projects forward independently, eliminating the need for managers to consistent check in re: follow through/ task completion. Identify areas for self-improvement and bring suggestions and solutions to management.
- Consistently hit deadlines or give enough notice if you won’t.
- Attends regular networking events.
- At least 7 years PR agency experience
- Record of high academic achievement with good degree and A level results, particularly English and/or Business
- Core consumer brand PR background with some knowledge of corporate PR and crisis management
- Experience of running a reactive and proactive press office and handling incoming press enquiries
- Experience measuring the ROI of communications activities
- Experience with social media influencer engagement, content campaigns, and media coverage amplification
- Excellent publicity skills – a strong understanding of the media, editorial requirements and what ‘makes’ a story
- Ability to demonstrate creativity and innovative thinking
- A wide network of national consumer and business as well as regional contacts across a broad spectrum of media
- Experience in delivering impactful PR campaigns from inception through to delivery with a strong cuttings folder to prove it!
- Ability to build relationships internally and externally, interfacing at all levels
- Superior people and communication skills, both verbal and written
- Strong organizational and time management skills
- Team player who works well under pressure
- Thrives in an environment of flexibility and change
- Competitive salary
- Merit-based bonuses and promotions
- Hybrid work model to suit your schedule and lifestyle
- Excellent vacation policy including extended break for summer and winter holiday
- Participate in Empower Hours on Fridays; Team has the ability to log off by 3pm
- 401K Match
- Medical and dental benefits/ FSA
- Paid Parental Leave
- Commuter Benefit
- Home office equipment stipend
- Growth Mindset Stipend of $100 annually for books, exhibitions, etc.
- Technology reimbursement
- Wellness benefit
- Donation Match
- Mentorship
- Monthly recognition programs
- Employee referral bonus
- New business referral bonus
- Quarterly Highwire fun events – Thanksgiving is our favorite holiday
- Dog friendly work environment
- Extremely supportive, nurturing environment with many opportunities for learning and growth
⎯⎯⎯
The duties delineated above will vary depending on the needs of each specific account, and in no way states or implies that these are the only duties to be performed by this employee. This individual will be required to follow any other instructions and to perform any other duties requested by his or her supervisors.
We are actively seeking candidates who possess a genuine passion for tech PR and are excited to expand our team. As we continue to grow our agency, we are proactively building a pipeline of exceptional individuals to connect with and consider for future opportunities.
If you are enthusiastic about the world of tech PR and are eager to embark on a rewarding career in this field, we encourage you to start the conversation by applying today. We value your interest in our agency and look forward to hearing from you.
Apply now and let's explore the possibilities together!
⎯⎯⎯
Job Alert
If you have been targeted by a scammer, you can file a complaint with the Federal Trade Commission here . Highwire will not send recruiting-related emails from any other email domain name or variation other than @highwirepr.com . Highwire will never request your bank account, credit card, or credit score as part of our application process. If you receive a suspicious email not sent from a team member, specifically at our @highwirepr.com email address, or if you receive suspicious outreach on social media, please forward the communication to so that we can review and flag the fraudulent domain and user IDs for removal.
#J-18808-LjbffrPublic Relations Account Director (B2B Technology, Cybersecurity, Financial Services)
Posted 4 days ago
Job Viewed
Job Descriptions
About us
Highwire is a modern strategic communications and digital marketing agency designed for disruptive companies. We work with high-growth technology companies and established brands looking to reinvent themselves.
At Highwire, we believe that storytelling fuels transformation. And the most impactful stories represent all voices and perspectives. As a values-driven agency, we foster an inclusive environment where everyone—regardless of age, race/ethnicity, size, shape, gender identity, sexual orientation, religion and different abilities–can feel safe, celebrated and worthy.
We ensure every Highwire Walker has unique support to climb to success. Our commitment to diversity, inclusion and belonging is permanent and foundational to our business and culture. We aspire to change our industry and build a better future for all.
Our people-first culture is driven by four core values :
• Team Empowerment
• Growth Mindset
• Inclusion Always
• Fierce Distinction
We’re looking for individuals with big ideas, strong opinions, and the energy to bring them to life. If you thrive in an environment that values personal accountability, high standards, and boundless motivation, this is the opportunity for you. Be part of our award-winning culture and contribute to an exciting and growing business where you can make a real impact.
We are based in San Francisco, with offices in New York and Chicago. We are open to hiring in the following states: California, Connecticut, Florida, llinois, Massachusetts, New Jersey,New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Washington D.C.
⎯⎯⎯
The Account Director position is a unique opportunity to become a leader for an innovative PR agency. As a member of our management team, this individual has to be a visionary creative type with 7+ years of experience growing teams and delighting clients. The Account Director will lead 4 to 5 teams doing overseeing the development of high-level strategy with clients to ensuring team is successful with media strategies. You will also be involved in new business development and operational leadership. As a member of senior management, this individual will serve as a mentor, manager and lead example for all account teams on client management, quality assurance, staff development and strategic guidance. If you have been waiting to discover a role that allows you to be a catalyst in a thriving, meaningful workplace, then Highwire might be just the place for you.
Key Responsibilities- Media/Influencer Relations
- Strong relationships particularly with business, broadcast and influencer media and ability to direct staff to develop the same.
- Strong grasp and creative use of social media channels to engage and support efforts.
- Ongoing engagement of media for the agency (e.g. blog Q&A, lunch talks, etc.)
- Experience measuring the ROI of communications activities.
- Experience with social media influencer engagement, content campaigns, and media coverage amplification.
- Client Service/Management
- Deliver exemplary client service for specified clients.
- This will include: Developing and maintaining a strong working relationship with the client who listens and values your advice.
- Developing a strong working knowledge of your clients’ business, their competitors and relevant industry bodies.
- Identifying key messages and audiences and developing strategic communications plans.
- Delivering projects and campaigns on time and on budget.
- Understanding the financials of each account, the allocated hours per month vs. actual fee and managing the accounts according to the resulting servicing levels.
- Proactively communicating regularly with clients on status of deliverables and budget.
- Identify relevant opportunities to secure organic growth and hit your revenue targets.
- Develop and maintain strong relationships with appropriate members of the media.
- Keep abreast of market trends, new technologies and client needs.
- Own account management to ensure monthly client billing is accurate, client expenses are recouped, and accounts are current.
- In addition to leading strategic planning efforts, fully partake in the execution of the programs we develop, as determined appropriate by account, including but not limited to writing/editing, media relations, social media, digital communications and crisis work.
- Be an ambassador for the agency.
- Writing Proficiencies
- Ability to generate a plan for a campaign or an entire PR program.
- Ability to generate and edit award submissions, press releases, fact sheets, backgrounders, biographies, tour reports, briefing books, contributed articles, speaking opportunity abstracts, pitches, Q&As, company memorandum and general team correspondence; also responsible for their production and assembly.
- Professional, articulate and timely client communication.
- Development of consistent, creative, successful pitches.
- Agency Operations
- Maintain 2 direct reports, assist in development of goals for reports, deliver annual reviews and quarterly check ins.
- Participation in new business process including proactively identifying new targets, research and presenting at pitch.
- Identify, attend and encourage others to attend networking events.
- Maintain a respectful, enthusiastic, and professional attitude towards coworkers, clients, and outside colleagues and lead team by example.
- Support teams and manage up and down.
- Responsible use of flexible work policies.
- Uses Highwire social channels; writes for Highwire blog.
- Mentor junior staff to elevate development.
- Self Development
- Proactively set up quarterly goals with principal; track against goals and demonstrate growth
- Effectively prioritize responsibilities based on impact, timelines, workflow and client goals.
- Drive projects forward independently, eliminating the need for managers to consistent check in re: follow through/ task completion. Identify areas for self-improvement and bring suggestions and solutions to management.
- Consistently hit deadlines or give enough notice if you won’t.
- Attends regular networking events.
- At least 7 years PR agency experience
- Record of high academic achievement with good degree and A level results, particularly English and/or Business
- Core consumer brand PR background with some knowledge of corporate PR and crisis management
- Experience of running a reactive and proactive press office and handling incoming press enquiries
- Experience measuring the ROI of communications activities
- Experience with social media influencer engagement, content campaigns, and media coverage amplification
- Excellent publicity skills – a strong understanding of the media, editorial requirements and what ‘makes’ a story
- Ability to demonstrate creativity and innovative thinking
- A wide network of national consumer and business as well as regional contacts across a broad spectrum of media
- Experience in delivering impactful PR campaigns from inception through to delivery with a strong cuttings folder to prove it!
- Ability to build relationships internally and externally, interfacing at all levels
- Superior people and communication skills, both verbal and written
- Strong organizational and time management skills
- Team player who works well under pressure
- Thrives in an environment of flexibility and change
- Competitive salary
- Merit-based bonuses and promotions
- Hybrid work model to suit your schedule and lifestyle
- Excellent vacation policy including extended break for summer and winter holiday
- Participate in Empower Hours on Fridays; Team has the ability to log off by 3pm
- 401K Match
- Medical and dental benefits/ FSA
- Paid Parental Leave
- Commuter Benefit
- Home office equipment stipend
- Growth Mindset Stipend of $100 annually for books, exhibitions, etc.
- Technology reimbursement
- Wellness benefit
- Donation Match
- Mentorship
- Monthly recognition programs
- Employee referral bonus
- New business referral bonus
- Quarterly Highwire fun events – Thanksgiving is our favorite holiday
- Dog friendly work environment
- Extremely supportive, nurturing environment with many opportunities for learning and growth
$10,000 - 130,000 a year
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography.
⎯⎯⎯
The duties delineated above will vary depending on the needs of each specific account, and in no way states or implies that these are the only duties to be performed by this employee. This individual will be required to follow any other instructions and to perform any other duties requested by his or her supervisors.
We are actively seeking candidates who possess a genuine passion for tech PR and are excited to expand our team. As we continue to grow our agency, we are proactively building a pipeline of exceptional individuals to connect with and consider for future opportunities.
If you are enthusiastic about the world of tech PR and are eager to embark on a rewarding career in this field, we encourage you to start the conversation by applying today. We value your interest in our agency and look forward to hearing from you.
Apply now and let's explore the possibilities together!
⎯⎯⎯
Job Alert
If you have been targeted by a scammer, you can file a complaint with the Federal Trade Commission here . Highwire will not send recruiting-related emails from any other email domain name or variation other than @highwirepr.com . Highwire will never request your bank account, credit card, or credit score as part of our application process. If you receive a suspicious email not sent from a team member, specifically at our @highwirepr.com email address, or if you receive suspicious outreach on social media, please forward the communication to so that we can review and flag the fraudulent domain and user IDs for removal.
#J-18808-LjbffrBe The First To Know
About The Latest Financial technology Jobs in United States!
Public Relations Account Director (B2B Technology, Cybersecurity, Financial Services)
Posted 4 days ago
Job Viewed
Job Descriptions
About us
Highwire is a modern strategic communications and digital marketing agency designed for disruptive companies. We work with high-growth technology companies and established brands looking to reinvent themselves.
At Highwire, we believe that storytelling fuels transformation. And the most impactful stories represent all voices and perspectives. As a values-driven agency, we foster an inclusive environment where everyone—regardless of age, race/ethnicity, size, shape, gender identity, sexual orientation, religion and different abilities–can feel safe, celebrated and worthy.
We ensure every Highwire Walker has unique support to climb to success. Our commitment to diversity, inclusion and belonging is permanent and foundational to our business and culture. We aspire to change our industry and build a better future for all.
Our people-first culture is driven by four core values :
• Team Empowerment
• Growth Mindset
• Inclusion Always
• Fierce Distinction
We’re looking for individuals with big ideas, strong opinions, and the energy to bring them to life. If you thrive in an environment that values personal accountability, high standards, and boundless motivation, this is the opportunity for you. Be part of our award-winning culture and contribute to an exciting and growing business where you can make a real impact.
We are based in San Francisco, with offices in New York and Chicago. We are open to hiring in the following states: California, Connecticut, Florida, llinois, Massachusetts, New Jersey,New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Washington D.C.
⎯⎯⎯
The Account Director position is a unique opportunity to become a leader for an innovative PR agency. As a member of our management team, this individual has to be a visionary creative type with 7+ years of experience growing teams and delighting clients. The Account Director will lead 4 to 5 teams doing overseeing the development of high-level strategy with clients to ensuring team is successful with media strategies. You will also be involved in new business development and operational leadership. As a member of senior management, this individual will serve as a mentor, manager and lead example for all account teams on client management, quality assurance, staff development and strategic guidance. If you have been waiting to discover a role that allows you to be a catalyst in a thriving, meaningful workplace, then Highwire might be just the place for you.
Key Responsibilities- Media/Influencer Relations
- Strong relationships particularly with business, broadcast and influencer media and ability to direct staff to develop the same.
- Strong grasp and creative use of social media channels to engage and support efforts.
- Ongoing engagement of media for the agency (e.g. blog Q&A, lunch talks, etc.)
- Experience measuring the ROI of communications activities.
- Experience with social media influencer engagement, content campaigns, and media coverage amplification.
- Client Service/Management
- Deliver exemplary client service for specified clients.
- This will include: Developing and maintaining a strong working relationship with the client who listens and values your advice.
- Developing a strong working knowledge of your clients’ business, their competitors and relevant industry bodies.
- Identifying key messages and audiences and developing strategic communications plans.
- Delivering projects and campaigns on time and on budget.
- Understanding the financials of each account, the allocated hours per month vs. actual fee and managing the accounts according to the resulting servicing levels.
- Proactively communicating regularly with clients on status of deliverables and budget.
- Identify relevant opportunities to secure organic growth and hit your revenue targets.
- Develop and maintain strong relationships with appropriate members of the media.
- Keep abreast of market trends, new technologies and client needs.
- Own account management to ensure monthly client billing is accurate, client expenses are recouped, and accounts are current.
- In addition to leading strategic planning efforts, fully partake in the execution of the programs we develop, as determined appropriate by account, including but not limited to writing/editing, media relations, social media, digital communications and crisis work.
- Be an ambassador for the agency.
- Writing Proficiencies
- Ability to generate a plan for a campaign or an entire PR program.
- Ability to generate and edit award submissions, press releases, fact sheets, backgrounders, biographies, tour reports, briefing books, contributed articles, speaking opportunity abstracts, pitches, Q&As, company memorandum and general team correspondence; also responsible for their production and assembly.
- Professional, articulate and timely client communication.
- Development of consistent, creative, successful pitches.
- Agency Operations
- Maintain 2 direct reports, assist in development of goals for reports, deliver annual reviews and quarterly check ins.
- Participation in new business process including proactively identifying new targets, research and presenting at pitch.
- Identify, attend and encourage others to attend networking events.
- Maintain a respectful, enthusiastic, and professional attitude towards coworkers, clients, and outside colleagues and lead team by example.
- Support teams and manage up and down.
- Responsible use of flexible work policies.
- Uses Highwire social channels; writes for Highwire blog.
- Mentor junior staff to elevate development.
- Self Development
- Proactively set up quarterly goals with principal; track against goals and demonstrate growth
- Effectively prioritize responsibilities based on impact, timelines, workflow and client goals.
- Drive projects forward independently, eliminating the need for managers to consistent check in re: follow through/ task completion. Identify areas for self-improvement and bring suggestions and solutions to management.
- Consistently hit deadlines or give enough notice if you won’t.
- Attends regular networking events.
- At least 7 years PR agency experience
- Record of high academic achievement with good degree and A level results, particularly English and/or Business
- Core consumer brand PR background with some knowledge of corporate PR and crisis management
- Experience of running a reactive and proactive press office and handling incoming press enquiries
- Experience measuring the ROI of communications activities
- Experience with social media influencer engagement, content campaigns, and media coverage amplification
- Excellent publicity skills – a strong understanding of the media, editorial requirements and what ‘makes’ a story
- Ability to demonstrate creativity and innovative thinking
- A wide network of national consumer and business as well as regional contacts across a broad spectrum of media
- Experience in delivering impactful PR campaigns from inception through to delivery with a strong cuttings folder to prove it!
- Ability to build relationships internally and externally, interfacing at all levels
- Superior people and communication skills, both verbal and written
- Strong organizational and time management skills
- Team player who works well under pressure
- Thrives in an environment of flexibility and change
- Competitive salary
- Merit-based bonuses and promotions
- Hybrid work model to suit your schedule and lifestyle
- Excellent vacation policy including extended break for summer and winter holiday
- Participate in Empower Hours on Fridays; Team has the ability to log off by 3pm
- 401K Match
- Medical and dental benefits/ FSA
- Paid Parental Leave
- Commuter Benefit
- Home office equipment stipend
- Growth Mindset Stipend of $100 annually for books, exhibitions, etc.
- Technology reimbursement
- Wellness benefit
- Donation Match
- Mentorship
- Monthly recognition programs
- Employee referral bonus
- New business referral bonus
- Quarterly Highwire fun events – Thanksgiving is our favorite holiday
- Dog friendly work environment
- Extremely supportive, nurturing environment with many opportunities for learning and growth
⎯⎯⎯
The duties delineated above will vary depending on the needs of each specific account, and in no way states or implies that these are the only duties to be performed by this employee. This individual will be required to follow any other instructions and to perform any other duties requested by his or her supervisors.
We are actively seeking candidates who possess a genuine passion for tech PR and are excited to expand our team. As we continue to grow our agency, we are proactively building a pipeline of exceptional individuals to connect with and consider for future opportunities.
If you are enthusiastic about the world of tech PR and are eager to embark on a rewarding career in this field, we encourage you to start the conversation by applying today. We value your interest in our agency and look forward to hearing from you.
Apply now and let's explore the possibilities together!
⎯⎯⎯
Job Alert
If you have been targeted by a scammer, you can file a complaint with the Federal Trade Commission here . Highwire will not send recruiting-related emails from any other email domain name or variation other than @highwirepr.com . Highwire will never request your bank account, credit card, or credit score as part of our application process. If you receive a suspicious email not sent from a team member, specifically at our @highwirepr.com email address, or if you receive suspicious outreach on social media, please forward the communication to so that we can review and flag the fraudulent domain and user IDs for removal.
#J-18808-LjbffrConsultant - Financial Services
Posted 4 days ago
Job Viewed
Job Descriptions
TransUnion's Job Applicant Privacy Notice
Personal Information We Collect
What We'll Bring:
At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day.What You'll Bring:
- Minimum bachelor’s degree in economics, behavioral economics, finance, statistics, industrial engineering, mathematics, social sciences, computer science, or related field(s)
- Minimum 2 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting
- Proficiency in Microsoft Excel, SQL, and PowerPoint
- Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations
- Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis
- Responsible for multi-faceted consulting/advisory relationship with market leading U.S (United States). consumer bank (credit cards, retail deposits and other loan types).Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions
- Provide support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting and risk/fraud
Impact You'll Make:
- Supports creating a project scope and analytic approach in response to requests from stakeholders
- Ability to manage day-to-day communications and status update meetings to align on work objectives
- Ability to independently manage own workflow for analytic projects
- Provides oversight and technical support to other team members
- Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.
Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position.
Benefits:
TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.
We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.
Pay Scale Information : The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion’s annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.TransUnion's Internal Job Title:
Specialist II, Business Operations #J-18808-LjbffrRemote Financial Services
Posted 1 day ago
Job Viewed
Job Descriptions
Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial independence and be a part of a bigger purpose. If helping people is something that you're passionate about then this job is perfect for you!
NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.
Description: We are seeking motivated and driven individuals to join our team. You will be responsible for assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals. You will also have the opportunity of brokerage ownership.
This position can be fully remote. Great for the stay-at-home career seeker or someone wanting to work part-time. Licensure will be required within the first 30 days. All required pre-licensing courses & required state licenses are covered by the company.
The desired candidate would possess the following skills:
• You're a self-starter capable of thriving on a team
• Excellent customer service skills
• Entrepreneurial Mindset
• Strong leadership and decision-making skills
• Ability to develop, manage and drive growth
• Access to Internet or Wi-Fi connection
Requirements:
• Must be 18+ (This is a FEDERAL requirement)
• Must pass a STATE background check (No Felonies)
• Self-Disciplined, Self-Accountability
• Trustworthy & Honest
• A certified GO GETTER!
What we provide:
• Training Bonus program
• State Life Insurance License
• Federal Securities (Investment) License - SIE, Series 6, 63, 26, & 65
• Mortgage (Loan Originator) License
• Part-time or Full-time Flex options
• No Quotas or Caps on Commissions
• Stock opportunities
• Residual Income Opportunities (11 income streams)
• Must live in the USA and have a valid work visa/ssn.
Job Title: Financial Specialist Department: Customer Service, Sales, and Marketing Employment Type: Contract (Remote)
About Us:
At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we’re looking for driven individuals to help us make a lasting impact.
Job Overview:
We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting sales calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the department.
Key Responsibilities:
* Lead Generation & Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community.
* Sales Calls & Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
* Client Relationship Management: Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
* Marketing & Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
* Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
* Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products.
Required Qualifications & Skills:
* Excellent communication and time management skills.
* Strong customer service and relationship management skills, with a focus on building long-term client partnerships.
* Self-motivated and target-driven, with the ability to work independently in a remote environment.
* Eagerness to learn new skills and adapt to evolving industry trends.
Preferred Qualifications:
* Valid Life Insurance and Investment licenses.
* Previous experience in the financial services industry is a plus.
* Proven experience in sales, networking, or marketing.
* Excellent negotiation skills, with the ability to explain complex financial concepts simply.
Why Join Us?
* Flexible Remote Work: Enjoy the convenience of working from anywhere.
* Growth Opportunities: As part of a growing team, you’ll have the chance to learn and advance in your career.
* Supportive Environment: We believe in the power of teamwork and continuous development.
* Impactful Work: Help families achieve financial security and independence.