Kingston, New Jersey, United States · On-site
$77k–$85k/yr
alooola Client Relationship Manager About alooola® alooola is a wealth management platform for medical professionals and corporate employees. Investments, retirement planning, spending, insurance, all in one place, backe…
Skills: B2B Sales, Client Relationship Management, Prospecting, Consultative Selling, Financial Planning
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Manage and service an existing client base while proactively pursuing new business development for corporate retirement plans. Own the full sales cycle from prospecting and fee audits to closing and onboarding.
Requires experience selling into small to mid-sized businesses, ideally within retirement plans, payroll, or B2B financial services. Candidates must be comfortable with travel, autonomous work, and building trust with business decision-makers.
About alooola®
alooola is a wealth management platform for medical professionals and corporate employees. Investments, retirement planning, spending, insurance, all in one place, backed by real advisory expertise and a cutting-edge mobile application.
We're a rapidly growing fintech platform affiliated with Glen Eagle, a 30-year-old advisory firm with over $1B in assets under management. Privately held, profitable, no outside investors. We're taking what we know about serving doctors and building a digital-first experience around it. Currently at $65M AUM and growing.
You'll be responsible for meeting with and servicing an existing client base while also pursuing new business development, primarily for our corporate retirement plan line (401(k)s).
In your first 90 days, you'll likely:
Day-to-day, you'll:
You have experience selling into small and mid-sized businesses nationwide, ideally in retirement plans, group benefits, payroll, or a related B2B financial/insurance space. You're comfortable being the face of the company in a room full of strangers and can turn a conference conversation into a real opportunity.
As a person, you:
This role is for you if you like being the person who walks into a room, builds trust fast, and closes business, and if you want to help a growing fintech-backed advisory firm.
Submit your application and resume.
No phone calls or status inquiries, please.
alooola is an equal opportunity employer.
Modern wealth management for medical professionalsInvestment, debt, estate, and practice planning in one place.
Welcome to alooola®, the new wave of financial advising. At alooola®, you get the best of both worlds: a knowledgeable team of human advisors and cutting-edge technology. We help members achieve long-term wealth growth. alooola® is an SEC Registered Investment Adviser. Visit us at www.alooola.com. Email: [email protected] Phone: 484-275-5525 Sign up for alooola® updates here: http://ow.ly/bUw650DO5BC Instagram: @alooolalife Facebook: alooolalife
Offices: 4422C Route 27, PO Box 399, Kingston, New Jersey 08528, US
Modern wealth management for medical professionalsInvestment, debt, estate, and practice planning in one place.
Welcome to alooola®, the new wave of financial advising. At alooola®, you get the best of both worlds: a knowledgeable team of human advisors and cutting-edge technology. We help members achieve long-term wealth growth. alooola® is an SEC Registered Investment Adviser. Visit us at www.alooola.com. Email: [email protected] Phone: 484-275-5525 Sign up for alooola® updates here: http://ow.ly/bUw650DO5BC Instagram: @alooolalife Facebook: alooolalife
Offices: 4422C Route 27, PO Box 399, Kingston, New Jersey 08528, US
