58 strategic sales manager jobs found

The Relationship Manager (RM) serves as a strategic partner and primary point of contact for a select group of high-value financial advisors. This role delivers proactive, high-touch support, owns complex service and operational inquiries end-to-end, and ensures a seamless advisor experience. You will Build and maintain strong advisor relationships through proactive outreach Own escalations from initiation to resolution Coordinate cross-functional stakeholders (Operations, Compliance, Technology, etc.) Provide expertise on broker-dealer and advisory operations Identify trends and suggest process improvements Deliver clear, structured communication and follow-through Required Qualifications 3+ years of client service or relationship management experience NetX 360 or similar platform experience Financial services or broker-dealer experience Strong ownership and accountability Ability to manage complex issues and ambiguity Highly...

Retail Sales Director - 86SX2E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Location: West Region Overview of the role :  Hartford Funds has an exciting opportunity for a Divisional Sales Manager who will be responsible for hiring, coaching, training, and developing team of Advisor Consultants across the Wire and Non-Wire channels.  Reporting to the Head of Distribution, this role will be responsible for monitoring activities and accomplishments to optimize sales results. The Divisional Sales Manager will represent Hartford Funds in advisor and regional meetings, branch presentations and company hosted events, functions, and industry conferences. Responsibilities of the role: • Responsible for managing sales...

Sales Support Analyst - 87PR6E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview The ASC Team Lead role is designed to enhance the efficiency, consistency, and scalability of the Advisor Support Team (AST) by providing on-team leadership that supports daily execution, training, and operational coordination. This individual will serve as a strategic partner to the ASC Manager, working collaboratively to drive execution, strengthen team performance, and ensure consistent delivery of key priorities. Position Summary As AST responsibilities continue to expand, this role provides centralized oversight of workflows, strengthens service consistency, and ensures ownership of team initiatives and development efforts. The...

Do you want to be part of a collaborative leadership team? Do you think big and grow, accelerate impact, and lead change? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? Are you skilled in a consumer-centric mindset? If so, then you may be a great fit for this Team Leader position accountable for one of our CARE Teams in Individual Markets (IM) Inforce Operations. As a CARE Team Leader, you will ensure the team delivers our promise to show genuine care to our consumers through the work that we do. Your team is highly motivated and empowered to take ownership and accountability for each consumer interaction by proactively seeking to understand the individuals behind the work, keep consumers informed during every step of their request, demonstrate genuine care, and actively engage with consumer to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it is also...

Job Responsibilities and Requirements The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership.   Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. Navigate complex client challenges,...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Territory: Western Pennsylvnia *The successful candidate must live within the assigned territory. This role requires frequent travel throughout the territory. Regular, in person engagement with agency partners within your assigned territory is critical to maintain a level of field presence and visibility that supports Nationwide's commitment to deepening agency relationships and driving profitable growth. Successful candidates should possess: A strong...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Territory Sales Manager LOCATIONS: There is one position available. Candidates must reside in and be able to travel within their geographic area. Territory sizes are dependent on the state(s) the candidate manages. Candidate can reside in/near location listed. City to reside in/near: Philadelphia, PA Territory : Eastern PA Overnight Travel: 40% SUMMARY : We are...

Job Responsibilities and Requirements The Account Manager, Annuities Distribution, is responsible for managing and growing relationships with assigned Independent Marketing Organizations (IMOs) that distribute fixed, indexed, and variable annuity products. This role serves as the primary liaison between the firm and its IMO partners, ensuring strong engagement, effective issue resolution, and execution of annuity-focused sales and growth initiatives. The Account Manager partners closely with internal wholesaling, product, operations, and compliance teams to drive profitable annuity growth while supporting a high-quality producer experience. IMO & Annuity Partner Management Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution Develop deep understanding of each IMO’s annuity strategy, producer mix, and sales focus (e.g., FIA, MYGA, Other products) Build trusted, consultative relationships that position the firm as a...

Retail National Accounts Mgr - 86SN3E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: Hartford Funds is seeking an experienced Lead Account Manager to serve as the primary strategic owner of several of our most significant wealth management relationships. This role focuses on strengthening long‑term partnerships, supporting sustained growth, and ensuring Hartford Funds remains a trusted, well‑positioned partner across complex organizations. The Lead Account Manager will play a key role in coordinating enterprise‑level engagement across assigned accounts, aligning Hartford Funds’ investment capabilities with partner firm priorities, and supporting consistent execution across the organization. In this...

Position Summary The Assistant Vice President, Client Support will direct all phases of operations and process improvement through establishing both rigorous KPIs and metrics with the goal of Client Support resolution. This role is responsible for ensuring customer satisfaction, retention, and overall success of the customer journey to include adoption, advocacy, and retention strategies.  What will your job entail? Job Responsibilities: • Develop and execute a comprehensive client support strategy to drive customer satisfaction, retention, and loyalty, resulting in increased renewal rates, reduced churn, and increased customer satisfaction. • Expand revenue through coaching the team to successfully identify cross-selling and up-selling opportunities & assist in creating leads for the sales organization. • Proactively identify opportunities for process improvements and optimization to enhance the overall customer experience. • Effectively lead a team that oversees the...

The Sr. Surety Client Advocate  oversees all account management activities to reach strategic client service, retention and sales objectives.  In this role you will work closely with the other members of the client service and broking teams to ensure the needs of the clients are met or exceeded for all client deliverables.   The Role     Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.   Establish comprehensive understanding of client’s businesses and objectives Provide continuous, exceptional client service Manage a book of business, with expectations to grow the book year-over-year Build and maintain client relationships; communicate with client decision makers and surety personnel Develop program design and negotiate terms and conditions for clients Assist in the preparation of client submissions Identify and engage expert resources Identify, compile and...

Product Specialist Consultant - 87V35E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Role Overview Hartford Funds’ Investment Consultant Group (ICG) serves as a center of excellence for investment insight, delivering differentiated analysis, education, and thought leadership to both internal partners and external clients. Within ICG, the Investment Specialist – RIA Channel plays a critical, client-facing role, partnering closely with distribution teams to drive asset growth and deepen client relationships. This specialist will focus on Registered Investment Advisors (RIAs), providing advanced portfolio construction guidance, customized analytics, and market insights tailored to the unique needs of the RIA community....

As a Product Manager, you will be responsible for advancing the product roadmap by organizing and tracking initiatives, ensuring accountability for resolving dependencies and risks, and integrating usability research to support customer-driven design. You will support end-to-end product development by identifying data input/output requirements and ensuring alignment with value stream objectives and business goals. You will Ensure data and AI integrity by partnering with subject matter experts and maintaining standards across products and support scalable, data-driven solutions Monitor product performance and alignment by tracking product-level OKRs and ensuring the customer journey meets standards set by the Customer Advocacy Center of Excellence Collaborate with business leaders, change management and cross-functional teams to ensure seamless integration of new features and enhancements Conduct market research and competitive analysis to inform product strategy...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   The Lending Optimization Consultant role serves as the subject matter expert with in-depth knowledge of credit union lending ecosystems and technology. In the role, they provide comprehensive support, proactive engagement and expert consultation to sales partners and credit unions. Operating from their home-based office, the Lending Optimization Consultant works...

In the Business Intelligence Lead role, the individual will lead and develop data & BI solutions for Group Insurance. This involves working with business leaders on project requirements, solution design, and end-to-end development to drive actionable insights and data-driven decision making. This includes technical data analysis and development in the data lake and source systems, as well as development of highly interactive dashboards and visualizations, and related ad hoc reporting needs. They will also oversee and guide BI & data resources across the delivery lifecycle to ensure consistency and end-to-end quality. Further responsibilities include: Design and develop scalable reports and dashboards built on standard data structures, delivering actionable insights and enabling data-driven decision making across the business Partner closely with stakeholders across Technology, Enterprise Data, Enterprise Analytics, and business teams to understand needs, prioritize...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and Customer Solution. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. NewLane Finance is immediately seeking a positive Customer Solution Specialist with strong skills in, but not limited to, clear communication, attentiveness, and time management. This position will be reporting to the Director of Customer Service of NewLane Finance. Essential Functions : General knowledge of commercial equipment financing...

Executive Underwriter - UW07CD Senior Underwriter - UW08CA Underwriter - UW08CB We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           The Multinational Underwriter is a specialized role within The Hartford’s underwriting practice, supporting the company’s strategic growth initiatives. This position focuses on building and executing a broader multinational risk strategy for small, mid-size, and large U.S.-domiciled risks. As part of this role, you will: Partner with home office and regional underwriting teams. Underwrite Controlled Master Programs (CMPs). Manage the placement of compliant, locally admitted policies through the Hartford Global Insurer Network. Provide multinational expertise at the point...

The Business Our Investments business provides advice and discretionary investment management solutions to defined benefit and defined contribution pension plans as well as to a range of other client types including insurers, endowments and foundations, and private wealth investors. We provide a solution to a significant business problem faced by our clients, namely sustaining the resources and skills required to deliver a financial services product in highly competitive capital markets. We offer a flexible approach that adapts to a wide range of client needs and circumstances, with the objective of higher returns, lower risk and lower costs within each client’s unique situation.   The Role DUTIES: Associate Director within Investment Line of Business at Towers Watson Investment Services, Inc.  Function as an Assistant Portfolio Manager responsible for supporting and driving portfolio management and related client service activities for...

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: For over three decades, CNA has been a trusted provider of insurance solutions for technology companies of all sizes—from emerging startups to global enterprises—across software, IT services, hardware, media, and telecommunications. Our Global Technology Practice delivers specialized coverages, including Technology Errors & Omissions (Tech E&O), Cyber Liability, and comprehensive...

Job Description Account Executive – Mid-Atlantic, US Accident & Health (A&H)  About the position Join us as an Account Executive to play an influential role in driving sales growth at AIG Accident & Health, a leading provider of insurance products and services focused on managing risk for both commercial and personal customers. We offer a broad range of products through a diversified, multi-channel distribution network, including one of the world's most far-reaching property casualty networks. In this role, you will report to the Head of Sales and Distribution, North America Accident & Health and be responsible for overseeing the Mid-Atlantic sales territory. The ideal candidate will have a demonstrated track record of developing relationships with internal and external trading partners and creating a pipeline of new business opportunities aligned with the business strategy. How you will create an impact Oversee a sales territory for Accident &...