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The Annuities Wholesaling Lead at Flourish will manage a team of Annuities Sales Specialists, set the team strategy, and drive the adoption of Flourish Annuities among RIAs. Responsibilities include sales management, client engagement, training, generating sales pipeline, and collaborating on marketing strategies. The role requires extensive annuities sales experience and strong leadership skills.
As a Client Support Representative, you will provide exceptional client support via phone, email, and chat, resolving both simple and complex issues related to financial products. You will collaborate with internal teams, develop client support materials, and contribute to improving the overall client experience. Your role will also involve client outreach and assisting with onboarding new accounts, while maintaining efficient support operations.
The Treasury Operations Associate will facilitate daily cash movements, perform cash reconciliations, assist in onboarding new banks, and communicate with external partners. This role involves overseeing daily treasury operations and collaborating with various teams to enhance efficiency and handle audits.
