Broker/Financial Consultant
Woburn, MA
Experience: 3
Category: Accounting & Finance
Brand: Joulé
Job ID: 319192
Date Posted: 05/15/2024
Shortcut: http://jobs.systemone.com/zxiSmF
Title: Broker/Financial Consultant
Location: REMOTE
Schedule: Flexible- would likely be closer to full time hours to start but mostly lean towards a part time schedule (more consulting)
Type: Contract
Responsibilities:
Company is considering brokerage firms, financial advisors, health insurance sellers, mortgage sellers as a new business channel that does not yet offer their services in the USA.
Product portfolio includes financial plans, which allow to plan in advance the steps associated with the collection, processing and storage of cord blood or placenta tissue for the children of clients.
Seeking brokerage firms and financial advisors who can explain company's complicated product to their clients during conversations about planning their future, family, insurance, healthcare, etc.
- Help prepare strategic plans, quotes, mkt materials, set the tonality of communication, benefits and model of cooperation with brokerage firms, financial advisors, etc.
- Assist with setting up sales channel to add company's business into portfolio
- Assist with business model, distribution channels, and ordering systems
- 10+ yrs experience in this field
- Direct experience from the brokerage company’s background
- Senior or middle management experience
- Background in healthcare is a plus
- Able to advise on setting up a B2B model of cooperation, how to set up financial conditions, commissions, communication, training, etc.
- Help with contacting the first brokerage companies and assist with ongoing the first negotiations
System One offers eligible employees health and welfare benefits coverage options, including medical, dental, vision, spending accounts, life insurance, voluntary plans, and participation in a 401(k) plan.
System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, and MOUNTAIN, LTD., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
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