Advisor Specialist
Planstin Administration
About this role
An Advisor Specialist at Planstin supports advisors in growing their business by providing sales enablement, relationship management, and operational expertise. The role focuses on driving new business, improving close rates, and enhancing advisor partnerships through coaching and strategic guidance.
Skills
Qualifications
About Planstin Administration
planstin.comPlanstin Administration is an insurance and benefits administration company that provides third-party administrative services, client support, and insurance-related operations for employers, advisors, and policyholders. The company supports plan management, compliance, customer service, and related insurance products, combining administrative expertise with technology-enabled processes in the insurance and employee benefits industry.
About Planstin Administration
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Planstin Administration.
Salary
$60k – $65k
per year