2 sales account manager jobs found

What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians.   Here are a few examples of the kinds of things you’ll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive...

Anza MI is a fintech startup using technology and analytics to drive growth & innovation within the US mortgage market. Anza Mortgage Insurance Corporation is empowering homeownership through credit risk protection. Our Mission Our mission is to empower homeownership by mitigating credit risk through mortgage insurance.  We strive to leverage technology and operational excellence to deliver exceptional service to our lender and servicer partners, offer reliable and secure capital support for our insureds, generate leading returns for our shareholders, and foster a fulfilling, rewarding environment for our team members. Technology Forward We differentiate ourselves by designing, architecting, and developing our operating systems in-house. This unique approach creates a platform tailored to the needs of today's housing market. It positions us to achieve unparalleled processing efficiency and adaptability to changing industry standards and customer demands....