Search the 7 jobs at Flourish

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.

The Inside Sales Representative at Flourish will support the business development team by sourcing and scheduling client meetings, managing lead sources, generating leads through outreach, assisting with events, and contributing to customer success and CRM operations. Excellent communication skills and financial knowledge are essential.

The Senior Full Stack Engineer will design and develop scalable financial technology products, collaborate with cross-functional teams, make architectural decisions, and extend features while ensuring application performance and security. Responsibilities include coding, code reviews, and mentorship in a dynamic startup environment.

You will lead the development of the Flourish platform's mobile app on iOS, driving architectural decisions and delivering high-quality software. Collaborate with product managers and engineers to solve complex problems, perform code reviews, and ensure an excellent user experience.

The Head of Insurance Agency Operations will manage operational workflows and processes for annuity transactions, enhance product offerings, ensure regulatory compliance, and drive process improvements. This role involves building relationships with RIAs and insurance carriers while supporting the Flourish Annuities business line.