Current jobs related to High Net Worth Producer - Phoenix - Novatae Risk Group
-
High Net Worth Producer
1 month ago
Phoenix, Arizona, United States Novatae Risk Group Full timeJob OpportunityWe are seeking an experienced High Net Worth Producer to join our team at Novatae Risk Group. As a key member of our organization, you will be responsible for overseeing the preparation of submissions, presenting accounts to insurance carriers, and utilizing your expertise to secure high net worth clients.Key Responsibilities:Prepare and...
-
High Net Worth Personal Lines Producer
1 month ago
Phoenix, Arizona, United States Novatae Risk Group Full timeJob OpportunityWe are seeking an experienced High Net Worth Personal Lines Producer/Broker to join our team at Novatae Risk Group. As a key member of our team, you will be responsible for overseeing the preparation of submissions, presenting accounts to insurance carriers, and utilizing your expertise and relationships to secure high net worth clients.Key...
-
High Net Worth Insurance Producer
2 weeks ago
Phoenix, Arizona, United States Novatae Risk Group Full timeJob DescriptionNovatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced professionals to oversee the preparation of submissions, including applications and support documents, and to favorably present accounts to insurance carriers. Key Responsibilities:Prepare and submit applications...
-
Senior Tax Strategist, High Net Worth Team
6 days ago
Phoenix, Arizona, United States Edward Jones Full timeJob OverviewAt Edward Jones, we're seeking a Senior Tax Strategist to join our High Net Worth team. As a key member of our Wealth Management Advice and Solutions division, you'll play a crucial role in delivering high-quality advice, planning, products, and services to our clients.As a Senior Tax Strategist, you'll leverage your extensive knowledge of tax...
-
Senior Planner, High Net Worth Team
5 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Planner, High Net Worth Team
4 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Planner, High Net Worth Team
3 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
High Net Worth Lending Specialist
6 days ago
Phoenix, Arizona, United States Charles Schwab Full timeUHNW Lending Manager RoleAt Charles Schwab, we're seeking a highly skilled UHNW Lending Manager to join our Lending Solutions Team (LST). This key role will be responsible for delivering a premier client application and loan servicing experience, serving as the single point of contact for all clients, employees, and internal partners interested in learning...
-
Senior Planner, High Net Worth Team
2 weeks ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Planner, High Net Worth Team
5 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Planner, High Net Worth Team
2 weeks ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Planner, High Net Worth Team
4 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Planner, High Net Worth Team
5 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Planner, High Net Worth Team
4 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Planner, High Net Worth Team
4 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Planner, High Net Worth Team
3 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Portfolio Strategist
4 weeks ago
Phoenix, Arizona, United States Edward Jones Full timeJob OverviewAs a Senior Portfolio Strategist on the High Net Worth team at Edward Jones, you will play a critical role in delivering high-quality investment advice and solutions to our clients. This is a challenging and rewarding opportunity for a seasoned financial professional who is passionate about helping clients achieve their financial goals.Key...
-
Associate Planner, High Net Worth Team
2 weeks ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Planner, High Net Worth Team
1 week ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Planner, High Net Worth Team
5 days ago
Phoenix, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
High Net Worth Producer
2 months ago
Novatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced high new worth Personal Line Producer/Brokers for your area location. We are searching for candidate(s) who have demonstrated success in the insurance industry or MGA. We are expanding our capabilities for revenue generation and have a very generous compensation package to offer.
Requirements:
- Oversee the preparation of submissions to include applications and various support documents.
- Favorable presentation of the account to the insurance carriers, and to proactively work in obtaining a compelling program.
- Utilize your expertise and relationships for high net worth clients
- Market new and renewal business in conjunction with designated sales teams.
- Collect all necessary information and analyze the current program.
- Order applicable underwriting reports as needed.
- Following submissions through the process, ensure quotes are provided in a timely manner.
- Solicit new business through various sales and marketing techniques and begin establishing relationships.
- Coordinate and handle administrative workflows in conjunction with support team(s) to establish accurate and prompt response to service issues.
- Seek opportunities for growth and cultivate new markets and to include organic growth.
Qualifications:
- Skilled in business writing and situation analysis.
- Energetic, self-motivated individuals who are goal oriented and can thrive in a team environment and autonomously.
- Strong knowledge and experience with personal lines of property and casualty insurance including coverages, rating, terminology and technical procedures. P&C license / E&S licenses.
- Must be sales driven, “people person” who likes to establish new relationships while learning communication strategies and sales methods.
- A four-year college degree is preferred with 1-3 years of relative experience. Past experience should include either Wholesale Broker or MGA experience.
Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Powered by JazzHR
eowr7ed7aq