Current jobs related to Client Advisor - Iselin - World Insurance Associates LLC
-
Financial Advisor
3 weeks ago
Iselin, New Jersey, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm with a relentless passion for enriching the lives of our clients. We continually strive to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...
-
Financial Advisor
4 months ago
Iselin, United States Lincoln Investment Full timeAre you currently a “wirehouse” Financial Advisor who is thinking about going independent? Or, are you an independent Financial Advisor looking to make a change?During these uncertain times, now may be a good time to evaluate your current situation and consider a new option.Lincoln Investment, a top 20 independent broker-dealer/RIA*, can offer you the...
-
Merrill Financial Solutions Advisor
5 months ago
Iselin, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Solutions Advisor, Solutions, Financial, Financial Advisor, Advisor, Solution
-
National Client Accounting
21 hours ago
Iselin, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Financial Services Professional
6 days ago
Iselin, New Jersey, United States Lincoln Investment Full timeUnlock Your Potential as a Financial Advisor with Lincoln InvestmentAre you a motivated financial advisor looking for a new challenge? Lincoln Investment, a leading independent broker-dealer/RIA, offers a unique opportunity to grow your career.Benefits of Partnering with Lincoln Investment:Flexible Business ModelOwnership of Your Client BaseCompetitive...
-
Audit Associate
4 weeks ago
Iselin, New Jersey, United States Baker Tilly Advisory Group, LP. Full timeAbout Baker Tilly Advisory Group, LPBaker Tilly Advisory Group, LP is a leading professional services firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are a member of Baker Tilly International, a worldwide network of independent accounting and...
-
Financial Planning Specialist
2 weeks ago
Iselin, New Jersey, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals through personalized planning and tailored...
-
Insurance Placement Specialist
4 days ago
Iselin, New Jersey, United States World Insurance Associates, LLC. Full timeJob Title: Insurance Placement SpecialistWe are seeking a highly skilled Insurance Placement Specialist to join our team at World Insurance Associates, LLC. As an Insurance Placement Specialist, you will play a critical role in coordinating placement activities for new and renewal business, working under the direction of senior staff to achieve business...
-
Senior Tax Consultant
4 weeks ago
Iselin, New Jersey, United States Baker Tilly US, LLP Full timeOverviewBaker Tilly US, LLP is a prominent advisory, tax, and assurance firm, delivering clients a genuine coast-to-coast and global advantage in key regions across the United States. We operate in many of the world's leading financial hubs, including: New YorkLondonSan FranciscoLos AngelesChicagoBoston Baker Tilly US, LLP provides professional services...
-
Insurance Placement Specialist
1 day ago
Iselin, New Jersey, United States World Insurance Associates, LLC. Full timeJob Title: Insurance Placement SpecialistWe are seeking a highly skilled Insurance Placement Specialist to join our team at World Insurance Associates, LLC. As an Insurance Placement Specialist, you will be responsible for coordinating placement activities on new and renewal business in support of business retention and production goals.Key...
-
Senior IT Infrastructure Consultant
2 weeks ago
Iselin, New Jersey, United States Align Communications Full timeJob Title: Senior IT Infrastructure ConsultantAlign Communications is seeking a highly skilled Senior IT Infrastructure Consultant to join our team. As a key member of our Migrations & Cloud practice, you will be responsible for leading complex data center migration programs, managing client relationships, and developing strategic infrastructure...
-
Data Center Transformation Manager
6 days ago
Iselin, New Jersey, United States Align Communications Full timeJob Title: Client Engagement ManagerAlign Communications is seeking a seasoned Client Engagement Manager to lead our Data Center Transformation programs and drive client success. As a key member of our IT Consulting Practice, you will be responsible for managing complex projects, building strong client relationships, and developing new services to grow our...
-
Senior IT Infrastructure Consultant
2 weeks ago
Iselin, New Jersey, United States Align Communications Full timeJob DescriptionAlign Communications is seeking a highly skilled and experienced professional to join our team as a Client Engagement Manager. This role is a key position within our Data Center Solutions and Migrations & Cloud practice, and will be responsible for leading complex data center migration programs, managing client relationships, and driving...
-
Insurance Placement Specialist
1 month ago
Iselin, United States World Insurance Associates, LLC. Full timeJob DescriptionJob DescriptionSUMMARYWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...
-
Insurance Placement Specialist
3 months ago
Iselin, United States World Insurance Associates, LLC. Full timeJob DescriptionJob DescriptionSUMMARYWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...
-
Insurance Placement Specialist
3 weeks ago
Iselin, United States World Insurance Associates, LLC. Full timeJob DescriptionJob DescriptionSUMMARYWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...
-
Insurance Placement Specialist
4 months ago
Iselin, United States World Insurance Associates, LLC. Full timeJob DescriptionJob DescriptionSUMMARYWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...
-
Audit Staff I
2 weeks ago
Iselin, New Jersey, United States EisnerAmper Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Audit Staff I to join our team in performing detailed verification procedures necessary to examine our clients' financial statements. As an Audit Staff I, you will work closely with our audit team to ensure the accuracy and reliability of our clients' financial information.Key...
-
Insurance Placement Consultant
4 weeks ago
Iselin, New Jersey, United States World Insurance Associates, LLC. Full timeJob OverviewSUMMARYWorld Insurance Associates, LLC is a distinctive insurance firm providing premier products and services from leading providers, paired with dedicated support from local agents.Established in 2011, World has rapidly ascended to become one of the most dynamic insurance brokers in the United States, employing over 2,200 professionals across...
-
IT Program Manager
5 days ago
Iselin, New Jersey, United States Align Communications Full timeJob Title: Client Engagement ManagerAlign Communications is seeking a seasoned Client Engagement Manager to lead our Data Center Transformation and Cloud Migration initiatives. As a key member of our team, you will be responsible for managing complex data center migration programs, leading IT infrastructure current state assessments, and developing target...
Client Advisor
3 months ago
Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview This position supports the Account Executive with responsibilities related to client management and retention. Essential Duties and Responsibilities Responsible for identifying, soliciting and closing new business for the company Generate an ongoing list of prospects Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients Ability to identify opportunities for cross-sell of other lines of insurance Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage Identify opportunities to round out accounts for existing clients Maintain client relationships and retention of accounts through agency’s renewal workflows. Qualifications 3-5 years of experience working in an insurance brokerage or carrier Personable and highly motivated to grow personal success Good written and verbal communication and presentation skills Excellent organization and follow-up skills Consultative, positive and resourceful approach to dealing with prospect, clients and associates Excellent listening skills with strong customer focus Applied Epic or similar agency management software experience, preferred Able to work independently and enjoy a high degree of interaction with team members Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance Demonstrates excellent time management and prioritization skills Attention to detail and commitment to a high level of accuracy The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), 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. WIA 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, WIA 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