Financial Insurance Strategist
5 days ago
As a Financial Insurance Strategist at Amplify, you will be responsible for assisting clients in developing an insurance plan that aligns with their personal goals and family needs.
You will engage with qualified leads provided by Amplify via outbound calling, answer customer questions via phone, SMS, and email, and understand and confirm customer needs through discovery.
Leveraging our platform, you will generate recommended plans for customers and explain the benefits of those plans within the context of customer needs. You will also educate clients on the basics of life insurance, Amplify's process, universal life insurance, how it works, and when it is suitable.
Your responsibilities will include assisting clients with finding and customizing life insurance plans, illustrating scenarios, gathering client information required to submit life insurance applications, partnering with case managers and delivery team members to drive customer conversion, and joining and actively participating in team meetings and coaching sessions to improve sales technique and Amplify workflows.
We are seeking experienced and self-motivated sales professionals who desire the lead pipeline, training, and structure to set them up for success while building their career as a trusted advisor.
-
Business Financial Strategist TX
3 days ago
Houston, Texas, United States Creative Financial Staffing Full timeJob DescriptionWe are seeking an experienced Business Financial Strategist to join our client's company in Texas. This role is responsible for developing and maintaining complex financial models to support strategic initiatives.Key Responsibilities:Develop and maintain financial models to support long-term planning, including liquidity...
-
Senior Estate Planning Strategist
2 weeks ago
Houston, Texas, United States Securian Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Strategist to join our team. In this role, you will play a key part in developing and implementing strategic plans to drive business growth and profitability.Job SummaryThe Senior Estate Planning Strategist will be responsible for identifying new business opportunities,...
-
Senior Financial Strategist
5 days ago
Houston, Texas, United States Bayport Laboratories LLC Full timeBayport Laboratories LLC is a leading player in the cosmetics industry, renowned for our innovative products and commitment to quality. We are dedicated to enhancing the beauty and confidence of our customers through our diverse range of skincare, haircare, and color cosmetic products.Job OverviewWe are seeking a highly skilled and experienced Senior...
-
Senior Financial Strategist for Healthcare
5 days ago
Houston, Texas, United States AK Law Firm Full timeAt the AK Law Firm, we are seeking a highly skilled Senior Financial Strategist to lead our financial functions and drive strategic growth in the healthcare sector. With a strong background in finance and a proven track record of success, you will play a pivotal role in shaping our financial future.Salary: $150,000 - $200,000 per yearJob Description:The...
-
Financial Planning Expert
6 days ago
Houston, Texas, United States Veritas Consulting Group Full timeRole OverviewWe are seeking a seasoned Financial Planning Expert to serve as our Tax Strategist, supporting Private Client Services and Ultra High Net Worth families in Central Houston.
-
Financial Performance Strategist
1 week ago
Houston, Texas, United States BRP Full timeJob OverviewAt BRP, we are seeking a Financial Performance Strategist to join our team. This role will play a key part in monitoring the performance of our dealer network and identifying areas for improvement.About the RoleWe are looking for a skilled professional with 3 years of experience in credit or risk analysis managing a portfolio of accounts. You...
-
Clinical Practice Strategist
5 days ago
Houston, Texas, United States Houston Methodist Hospital Full timeAbout Houston Methodist HospitalLocated in the Texas Medical Center, Houston Methodist Hospital is recognized as one of the top hospitals in the nation by U.S. News & World Report.Job DescriptionWe are seeking a highly skilled Clinical Practice Strategist to join our team at Houston Methodist Hospital. As a Clinical Practice Strategist, you will play a key...
-
Senior Treasury Strategist
4 days ago
Houston, Texas, United States Mercuria Full timeAbout the Role">This is an exciting opportunity to join Mercuria as a Senior Treasury Strategist, working closely with our finance functions to address treasury-related requirements.">Responsibilities:">Develop and run liquidity models for North American treasury on a daily basis, ensuring optimal cash management and addressing daily working capital...
-
Financial Planning Consultant
3 days ago
Houston, Texas, United States Zions Bancorporation Full timeWealth Strategist Needed at Zions BancorporationZions Bancorporation is a top-tier financial services company operating across the western United States. Our organization is renowned for its commitment to delivering exceptional banking experiences and building strong relationships with local communities.Compensation PackageThe selected candidate can expect...
-
Enterprise Data Strategist
5 days ago
Houston, Texas, United States Fox Point Recruitment LLC Full timeJob Title: Enterprise Data StrategistWe are seeking a skilled Enterprise Data Strategist to lead our analytics initiatives and drive business growth.About Us: Fox Point Recruitment LLC is a leading recruitment agency providing top talent solutions to businesses across various industries.Salary: $120,000 - $150,000 per year, depending on experienceJob...
-
Human Resources Strategist
2 days ago
Houston, Texas, United States Houstonian Campus LLC Full timeJob DescriptionWe are seeking a highly skilled Human Resources Strategist to join our team at Houstonian Campus LLC.About the Role:This is a full-time position with an estimated annual salary of $85,000-$110,000 based on industry standards and location.Responsibilities:The Human Resources Strategist will be responsible for developing and implementing...
-
Senior Product Strategist
5 days ago
Houston, Texas, United States Interop Technologies Full timeUnlock Your Potential as a Senior Product StrategistWe are seeking an experienced and innovative Senior Product Strategist to join our team at Interop Technologies.About the Role:As a Senior Product Strategist, you will be responsible for defining and launching excellent products that meet the evolving needs of our customers. You will work closely with...
-
Residential Success Strategist
3 days ago
Houston, Texas, United States Zonda Full timeUnlock Your Potential as a Residential Success StrategistZonda is redefining the future of housing, and we're seeking a seasoned professional to join our team as a Residential Success Strategist.About the Role:We are currently looking for an experienced Client Success Manager who will focus on our Houston customer base. As a Residential Success Strategist,...
-
Meron Financial Agency
5 days ago
Houston, Texas, United States Meron Financial Agency Full timeUnlock your financial potential with Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their goals.About UsWe are a client-centric agency leveraging cutting-edge technology to provide a supportive team environment for our financial consultants. Our mission is to empower you to succeed while enjoying...
-
Senior Finance Strategist for Houston ISD
4 days ago
Houston, Texas, United States Houston ISD Full timeJob OverviewHouston Independent School District (HISD) is a dynamic educational institution seeking an experienced Senior Finance Strategist to join its Office of Finance.About the RoleThis critical position supports the Chief Financial Officer in driving financial and business operations across the district. The ideal candidate will possess exceptional...
-
Data Management Strategist
1 day ago
Houston, Texas, United States BNY Full timeOverviewAt BNY, we foster a culture of growth and excellence. As a leading global financial services company, we touch nearly 20% of the world's investible assets.We're seeking a future team member for the role of Data Management Strategist to join our Corporate Trust Analytics department in Houston, TX or Pittsburgh, PA office, with a hybrid work schedule...
-
Risk Management Strategist
1 day ago
Houston, Texas, United States Gallagher Full timeJob SummaryWe are seeking a highly skilled Risk Management Strategist to join our global brokerage team at Gallagher. As a key member of our team, you will be responsible for providing exceptional service to our clients, identifying and mitigating risk, and developing innovative solutions to complex problems.About the RoleThis is an exciting opportunity to...
-
Life Insurance Case Manager
5 days ago
Houston, Texas, United States Covr Financial Technologies Full timeJob Overview:Covr Financial Technologies is seeking a highly skilled Life Insurance Case Manager to join our team. This role will be responsible for providing exceptional customer service, managing case progress, and ensuring a seamless experience for our clients.Key Responsibilities:Monitor term case progress, track down requirements, and provide ongoing...
-
Commodities Trading Strategist
5 days ago
Houston, Texas, United States Thurn Partners Full time**Job Title:** Commodities Trading Strategist**Location:** Houston, TexasWe are seeking a highly skilled Commodities Analyst to join our team at Thurn Partners. This is a pivotal role that involves collaborating closely with the Portfolio Managers to analyse and forecast global oil commodities markets and trends.The successful candidate will have a passion...
-
Lead Financial Strategist
5 days ago
Houston, Texas, United States Jobot Full timeWe are seeking an experienced Senior Financial Analyst to join our dynamic team. This role requires a deep understanding of corporate financials, financial modeling, data mining, and advanced Excel skills.About the RoleAs a Senior Financial Analyst, you will be responsible for driving financial planning, forecasting, reporting, and decision analysis. You...