Position Overview:
We are seeking an Account Manager for a company that aims to serve their clients through responsive insurance advising. The Account Manager will join an independently owned benefit and commercial insurance broker firm and is responsible for ensuring client satisfaction and retention through strategic relationship management. The Account Manager leads the renewal processes, facilitates open enrollment meetings, maintains carrier relations, and collaborates with internal teams.
Note: This position is a hybrid position, with the office in Roswell, GA. Applying for this position requires a background check conducted in accordance with federal and state requirements; therefore, applying for this role agrees to these terms.
Benefits:
Competitive Salary: $80,000 - $115,000Hybrid WorkHealth, Dental, and Vision InsurancePaid Time OffKey Responsibilities:
Develop strong, loyal relationships with clients to ensure successful annual renewals.Promptly inform clients and key decision-makers regarding carrier changes.Lead the renewal process by initiating client conversations well in advance and coordinating with carriers to gather information.Facilitate Open Enrollment (OE) meetings for new and renewed business, as well as educating employees on benefits and addressing inquiries.Maintain positive carrier relationships to enhance market position and proactively secure assistance to meet client needs.Lead and collaborate effectively with internal teams through active communication and meeting participation.Profitably utilize CRM systems and accurately manage workflow updates to streamline processes.Qualification Experience:
3+ years of experience in employee benefits or account management.Life and Health License required.Ability to multitask, establish priorities, and quickly build rapport with clients and prospects.Proficient in Microsoft Office.Strong communication skills, both written and verbal.Self-motivated, deadline-oriented, and committed to continuous skill development.Company Values:
Follow Through - Solve all items and provide updatesHumble - Not arrogantHeart to Serve - Genuinely care about othersIntegrity - Do the right thingHeart to Learn - Care about your craft and want to improve in lifePerspective - Don't take yourself too seriously and family is prioritySourced. is hiring on behalf of this company. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.
Read LessThe Opportunity
We are seeking a VP, Advisor Solutions to serve as a senior relationship leader and strategic partner for our independent financial advisor client. This role focuses on delivering proactive practice management guidance to enhance advisor productivity, profitability, and scalability.
At a Glance
Compensation - $150,000 - $175,000 annual salaryLocation - Atlanta, GA 30345Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLACTravel: Required for advisor business reviewsFocus -Advisor Affiliation & Pipeline ManagementYour Impact
Relationship Management: Build deep, trusted partnerships with advisors and their teams as their primary strategic lead.Business Intelligence: Maintain comprehensive knowledge of advisor business models, demographics, and growth initiatives (travel required).Practice Consulting: Deliver proactive counsel on business development, operational efficiency, technology, and succession planning.Strategic Alignment: Partner with the Investment Solutions team to align product sourcing with advisor demand and market trends.Firm Advocacy: Drive advisor engagement and adoption of firm initiatives, platform enhancements, and available resources.Cross-Functional Collaboration: Coordinate with Operations, Compliance, and leadership to align firm policies with the advisor experience.Communication Governance: Review and approve advisor-facing communications to ensure brand alignment and strategic intent.Community Leadership: Lead the Strategic Advisory Council and foster community through workshops, webinars, and best-practice sharing.Event & Marketing Strategy: Collaborate with Marketing to develop conference content and articulate the firm’s value proposition.Technology Oversight: Provide strategic input on advisor-facing software and vendor relationships to maximize utility.Cultural Leadership: Contribute to a high-performance culture through collaborative thought leadership and a focus on advisor success.The Must-Haves:
Experience: Minimum 10 years in the securities or wealth management industry.Industry Background: Experience with independent advisors, RIAs, or broker-dealer environments.Credentials: FINRA Series 7, 63, 65/66 (Highly Preferred); CFP or ChFC (Bonus).Consulting Skills: Demonstrated ability to serve as a strategic business consultant with strong business acumen.Specialization: Prior experience in practice management or relationship management leadership.The "Bonus Points":
Technical Savvy: Proficiency with industry software and advisor technology platforms.Registrations: Relevant securities registrations.Communication: Exceptional verbal, written, and presentation skills, with the ability to influence others.Why Join This Team?
You will work at the intersection of strategy and execution. This isn't a high-volume call center environment; it’s a strategic sales and consulting role where you collaborate directly with the Transition and Marketing teams to ensure every new advisor you bring on is set up for long-term success.
Read LessWe are seeking a driven and results-oriented Business Developer. In this role, you will identify, qualify, and nurture leads with the goal of generating high-quality appointments for our Outside Sales team. Your primary responsibility will be to support the sales process by engaging potential clients, uncovering opportunities, and helping to build a strong pipeline of new business. This position plays a critical role in driving revenue and expanding our market presence. The position is at the Hampton Roads office.
Compensation & Benefits
Base Hourly Pay: $24/hr to $29/hr (commensurate with experience)Commission and Performance Bonus OpportunitiesHealth Insurance401(k) with 3% matchLife InsuranceKey Responsibilities
Prospect and contact potential clients daily via phone, email, handwritten notes, and direct mail to establish rapport and schedule meetingsQualify leads to ensure legitimate interest and need for cleaning services prior to sales appointmentsManage and vet all inbound and outbound lead flow to optimize productivity for the Sales TeamMaintain and update sales activity in CRM (Salesforce preferred) to ensure accuracy and consistencyCollaborate with Sales and Brand Services teams to execute marketing strategies in targeted geographic or industry segmentConduct market research to identify and target successful verticals for new business opportunitiesSupport and participate in team meetings and regular one-on-one sessions with the Outside Sales TeamContribute to achieving sales revenue goals for new accounts, supplies, and special servicesAssist in the development and implementation of innovative marketing campaignsPerform additional duties and tasks assigned by managementRequirements
3+ years of experience in cold calling.3+ years of direct inside sales experience.Proficient with CRM software (Salesforce preferred), Microsoft 365, smartphones, and mobile applicationsExcellent communication, interpersonal, and conflict resolution skills, with the ability to remain professional under pressureHighly organized and able to manage multiple priorities in a fast-paced environmentSelf-motivated, proactive, and comfortable working with minimal supervision and ambiguityStrong leadership qualities and a solution-oriented mindsetPreferred Attributes
Experience in commercial cleaning or facilities managementProven success in customer-facing rolesAbility to lead team meetings and coach peersSourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.
Read LessWhat We Are Looking For:
We are seeking a high-impact "Hunter" who thrives on the challenge of building a territory from the ground up. The ideal candidate possesses a rare blend of strategic vision and relentless execution. You aren't just looking for a desk job; you are a proactive professional who enjoys "boots on the ground" prospecting and has the grit to turn a cold lead into a long-term strategic partnership. You should be someone who takes extreme ownership of your pipeline, maintains an unwavering level of integrity, and views every conversation as an opportunity to create value.
Compensation And Benefits:
Base Salary Starting At $55,000 - $65,000, flexibleUNCAPPED Commission - 10% of Sales Booked During First YearGas Reimbursement - approx. $150/monthPhone Reimbursement - $50-$100 monthFull Benefits Package
Your Responsibilities:
Strategic Market Expansion
Conduct deep-dive research and competitive analysis to identify new business opportunities and untapped markets.Build and nurture long-term partnerships that expand the company’s footprint and market presence.Develop the roadmap for expansion into new territories (e.g., Nashville, Dallas, and Tampa) based on successful sales milestones in the Atlanta region.Direct Sales & Lead Generation
Proactively identify, nurture, and manage a robust sales pipeline from initial contact to close.Execute high-volume cold calling and "boots on the ground" prospecting strategies specifically targeting Atlanta-based businesses.Facilitate the end-to-end application process for all new sales, ensuring every partner meets our rigorous commercial standards.Client & Portfolio Management
Engage with key stakeholders and customers to gather insights, ensuring our service offerings remain aligned with industry trends.Identify and fill existing service gaps within our portfolio; manage "waitlisted" opportunities to ensure seamless partner transitions.Successfully bridge the gap between B2B sales and residential service delivery to maximize value for all parties.
Qualifications We Require:
3 - 10 years of expertise in the entire B2B outside sales journey, with a relentless drive from cold-prospecting and lead generation to closing.Experience in tv advertising, radio advertising, or billboard advertising sales.Ability to translate market feedback into actionable developmental and business strategies.Building and maintaining alliances with key businesses and decision makers.Ability to manage existing gaps in a portfolio while simultaneously building for future scale.Experience with Google Suite and Sales CRM platforms.
Personality Traits That Would Be Successful:
Hunter MentalityVery MotivatedPersonable and ConfidentTakes Advantage of Moments/OpportunityIntegrity and High Level of Trust
Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.
Read Less