Sales Director
Warminster, PA · On-site +1
Pinnacle Financial Services Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S. What ... Partner with internal Sales Support teams to ensure a smooth agent experience * Develop and ...
Warminster, PA · On-site +1
Pinnacle Financial Services Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S. What ... Partner with internal Sales Support teams to ensure a smooth agent experience * Develop and ...
Warminster, PA · On-site +1
Pinnacle Financial Services Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S. What ... Partner with internal Sales Support teams to ensure a smooth agent experience * Develop and ...
Warminster, PA · On-site +1
Pinnacle Financial Services Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S. What ... Partner with internal Sales Support teams to ensure a smooth agent experience * Develop and ...
Warminster, PA · On-site +1
Pinnacle Financial Services Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S. What ... Partner with internal Sales Support teams to ensure a smooth agent experience * Develop and ...
Position Summary Pinnacle Financial Partners is seeking a Managing Director, Lender Finance Underwriting to serve as a senior credit leader and underwriter for lender finance and specialty finance ...
Position Summary Pinnacle Financial Partners is seeking a Managing Director, Lender Finance Underwriting to serve as a senior credit leader and underwriter for lender finance and specialty finance ...
Raven Financial Partners Financial Services Professional (Entry-Level to Experienced) Job Type:Full-time / Part-time Location:Remote (United States) Compensation:$50,000 $100,000+ per year ...
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Raven Financial Partners Financial Services Professional (Entry-Level to Experienced) Job Type:Full-time / Part-time Location:Remote (United States) Compensation:$50,000 $100,000+ per year ...
About the Opportunity We are expanding our remote financial services team and are currently looking ... Ongoing mentorship from experienced partners * Clear, performance-based advancement path ...
Quick apply
About the Opportunity We are expanding our remote financial services team and are currently looking ... Ongoing mentorship from experienced partners * Clear, performance-based advancement path ...
California, MO · Remote
$50K - $100K/yr
A leading financial consulting firm is seeking motivated consultants for a remote, commission-based role. The ideal candidate will possess strong interpersonal skills, a client-first mindset, and ...
California, MO · Remote
$50K - $100K/yr
A leading financial consulting firm is seeking motivated consultants for a remote, commission-based role. The ideal candidate will possess strong interpersonal skills, a client-first mindset, and ...
Charlotte, NC · Remote
... remote opportunity where you can help families while building meaningful long-term income potential? Our growing team is seeking motivated individuals interested in launching a career in financial ...
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Charlotte, NC · Remote
... remote opportunity where you can help families while building meaningful long-term income potential? Our growing team is seeking motivated individuals interested in launching a career in financial ...
Houston, TX · Remote
Flexible remote environment * Part-time or full-time path options * Structured mentorship and ongoing training * Access to established financial carriers and planning solutions * Leadership ...
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Houston, TX · Remote
Flexible remote environment * Part-time or full-time path options * Structured mentorship and ongoing training * Access to established financial carriers and planning solutions * Leadership ...
Palm Beach Gardens, FL · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Palm Beach Gardens, FL · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Austin, TX · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Austin, TX · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Atlanta, GA · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Atlanta, GA · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Madison, WI · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Madison, WI · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Boca Raton, FL · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Boca Raton, FL · On-site +1
$45K - $50K/yr
The Financial Education Coordinator is responsible for supporting the delivery and coordination of ... This role partners closely with advisors, internal teams, and plan sponsors to organize educational ...
Description Financial Planning & Analysis Analyst $100,000-$125,000+incentives Company Overview Pinnacle Live is a premium, in-house AV partner. We elevate live event expectations for people and ...
Description Financial Planning & Analysis Analyst $100,000-$125,000+incentives Company Overview Pinnacle Live is a premium, in-house AV partner. We elevate live event expectations for people and ...
Madison, WI · On-site +1
$59K - $65K/yr
... a client's financial life to deliver thoughtful, collaborative strategies that focus on what is ... Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ...
Madison, WI · On-site +1
$59K - $65K/yr
... a client's financial life to deliver thoughtful, collaborative strategies that focus on what is ... Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ...
Madison, WI · On-site +1
$59K - $65K/yr
... a client's financial life to deliver thoughtful, collaborative strategies that focus on what is ... Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ...
Madison, WI · On-site +1
$59K - $65K/yr
... a client's financial life to deliver thoughtful, collaborative strategies that focus on what is ... Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ...
Phoenix, AZ · Remote
Flexible schedule (part-time or full-time) * Remote work environment * Structured training and mentorship * Access to leading financial services carriers and providers * Professional development ...
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Phoenix, AZ · Remote
Flexible schedule (part-time or full-time) * Remote work environment * Structured training and mentorship * Access to leading financial services carriers and providers * Professional development ...
Houston, TX · Remote
$43K - $53K/yr
About the Opportunity Were expanding our financial services team and are looking for motivated ... Flexible schedule (part-time or full-time) * Remote work environment * Independent contractor ...
Quick apply
Houston, TX · Remote
$43K - $53K/yr
About the Opportunity Were expanding our financial services team and are looking for motivated ... Flexible schedule (part-time or full-time) * Remote work environment * Independent contractor ...
Remote/Onsite Employment Type : Full Time Reports to : CEO Company Overview DPL Financial Partners is leading the commission-free annuity marketplace dedicated to empowering Registered Investment ...
Remote/Onsite Employment Type : Full Time Reports to : CEO Company Overview DPL Financial Partners is leading the commission-free annuity marketplace dedicated to empowering Registered Investment ...
Manhattan, NY · On-site +1
$50K - $65K/yr
The FP&A Analyst will be responsible for administering and executing the Region's Financial Planning and Analysis process. The position will work closely with all aspects of Regional finance and ...
Manhattan, NY · On-site +1
$50K - $65K/yr
The FP&A Analyst will be responsible for administering and executing the Region's Financial Planning and Analysis process. The position will work closely with all aspects of Regional finance and ...
| Aspect | Remote Pinnacle Financial Partners | Remote Financial Advisor |
|---|---|---|
| Credentials | FINRA licenses, CFP certification often required | FINRA licenses, CFP or similar certifications common |
| Work Environment | Remote, client-facing, team collaboration | Remote, client consultations, portfolio management |
| Industry Usage | Financial services, banking, wealth management | Financial planning, investment advising, wealth management |
Remote Pinnacle Financial Partners and Remote Financial Advisors both operate in the financial services industry, often requiring similar credentials like FINRA licenses and CFP certification. While Pinnacle Financial Partners may focus more on banking and wealth management services, Financial Advisors primarily provide personalized investment and financial planning advice. Both roles are commonly remote, emphasizing client interaction and collaboration with teams.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 2 days ago
8.5
Based on 8 frontline employees who took The Breakroom Quiz
87th of 260 rated insurance
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Lead Growth. Build Relationships. Drive Sales.Job Description
Pinnacle Financial Services
Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S.
What You'll DoAgent Recruitment & GrowthProspect and recruit new independent agents to join the Pinnacle network
Build and maintain strong relationships with agents to drive long-term success
Expand agent production through coaching, motivation, and strategic support
Train new agents on Medicare and ancillary product offerings
Conduct product training sessions and educational workshops
Provide ongoing guidance to help agents grow their books of business
Support existing agents in maintaining and increasing sales, including ACA products
Monitor sales activity and provide strategies to maximize performance
Maintain consistent outbound outreach and agent engagement
Partner with internal Sales Support teams to ensure a smooth agent experience
Develop and maintain strong carrier and industry relationships
Attend industry events and travel as needed to support agent relationships and growth initiatives
This role offers strong earning potential with performance-based incentives.
Bonus Opportunity: Earn 15% of gross commission on unique agents you recruit and develop
Bonuses tied to activity metrics including phone outreach, agent recruitment, and contract submissions
Previous experience selling or marketing Medicare and ancillary health products
Strong understanding of benefits, carriers, and commission structures
High school diploma required; college degree preferred
Highly competitive, goal-oriented self-starter
Strong relationship-building and recruiting ability
Excellent communication and presentation skills
Strong phone presence and persistence in outreach
Organized with strong time-management skills
Proficient in Microsoft Office tools
Established and respected organization in the insurance industry
Opportunity to recruit, coach, and develop a successful agent network
Strong earning potential tied directly to performance and growth
Collaborative, team-oriented office environment
Opportunity to grow within a rapidly expanding organization
If you are passionate about sales leadership, recruiting top agents, and driving revenue growth, we encourage you to apply and join the Pinnacle Financial Services team.
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.