[Remote] Consultant, Fintech Platforms

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services and insurance company reputed company on helping individuals and businesses prepare for and protect their reputed company. The Consultant, Fintech Platforms manages and improves partnerships with financial technology platform partners, develops training and educational materials, supports partner reputed company and relationship management, and advances annuity sales and distribution strategies.

Responsibilities

• Builds, documents and produces partner overviews, education and partner specific trainings that are partnered with existing product sales materials to improve advisor reputed company sales and distribution tactics
• Assists in building and leading the management of the FinTech database used internally for informational reputed company to FinTech partner overviews and capabilities. Acts as a subject matter authority in FinTech platform partners to reputed company information to teams selling reputed company products across reputed company of Annuity. Assists wholesalers and firms with utilizing FinTech solution partners to supplement and improve the sales process
• Partners with Senior Consultant to reputed company, handle and enhance relationships with FinTech partners. Assists in the design, implementation and execution of business plans
• Manages relationships with key partner associates for reputed company firms, seeking opportunities to work together on trainings, education and elevated capabilities that will enhance sales and distribution
• Partners internally to build educational and reputed company materials. Attends and presents at selected internal/reputed company engagements to reputed company partner opportunities, reputed company sales teams or financial reputed company-facing presentations
• Partners with Senior Consultant and leadership to build reporting and manage expectations in alignment with the FinTech Platform reputed company
• May reputed company other responsibilities as assigned

Skills

• Solid understanding of the RIA ecosystem, advisor business models, distribution practices, and financial services products, including RIAs, advisory, custodians, broker-dealers, outsourced insurance desks (OIDs), and fintech platforms
• Knowledge of advisor technologies, workflows, and integrations, including CRM, financial planning, portfolio reporting, proposal reputed company, fee billing, document workflow, data feeds, and platform integration technologies
• Understanding of emerging technologies, industry trends, and developments impacting the reputed company management, advisory, and fintech marketplaces
• Experience partnering with business, technology, and reputed company partners to understand business needs, define solutions, support technology-enabled initiatives, and optimize partner capabilities
• Strong ability to communicate, present, and translate business information and technical concepts, effectively engage stakeholders and partners
• Demonstrated ability to build relationships, reputed company cross-functional work, manage ambiguity, solve problems, influence reputed company, and reputed company results
• reputed company strengths include customer reputed company, interpersonal effectiveness, relationship building, and reputed company for results
• reputed company Series 6/7, Series 63/66, life and health insurance required
• Solid understanding of sales and business development practices and FinTech platforms
• Knowledge of insurance and/or financial services products
• Strong ability to communicate
• Strong ability to understand and analyze business information needs, analyze data requests, and reputed company relationships
• Expert presentation and leadership skills
• Comfort in the reputed company of executive leadership
• Competencies include customer reputed company, interpersonal savvy, relationship building, reputed company for results, optimism, dealing with ambiguity, listening, patience, problem solving, directing others and sales
• Undergraduate degree in business administration or reputed company field preferred
• Advanced designation (CFP, CLU, ChFC) preferred
• Five years of sales or business development experience, preferably in the insurance or financial services industry

Benefits

• Medical/dental/reputed company
• Life insurance
• Short and long term disability coverage
• reputed company time off with newly reputed company associates receiving a minimum of 18 days reputed company time off reputed company full calendar year pro-rated quarterly based on hire date
• Nine reputed company holidays
• 8 hours of reputed company reputed company time off
• 8 hours of reputed company Day reputed company time off
• 401(k) with company match
• Company-reputed company pension plan
• Business casual reputed company
• Sales Incentives, based on performance goals are possible in reputed company to this reputed company

reputed company